One thought on “Biotech Is Making a Comeback — Here’s How to Play It

  1. BioShares

    Nice pice Rob. Check out our BBP ETF as well. It’s the only biotech etf up this year (+11% YTD, compared to IBB down 11%). The index construction is the primary reason – BBP only has later stage biotech companies, those with FDA approvals. Also, it has zero specialty pharma – so no MYL, no AGN, no HZNP, no AKRX. Finally, it’s equal weight so when these biotech companies get acquired (already 5 this year in BBP – like MDVN, ANAC, XNPT,), they are meaningful positions in BBP.

    Reply

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.