XBI SPDR S&P Biotech ETF

Rough week for biotech. $XBI just had its worst week of the year and half the feed is calling it capitulation. This is usually where the next runup list gets built. $MRNA has Phase 3 melanoma data at ESMO on Oct 24 and $SLS is still pulling some of the heaviest retail attention on the platform. Watching both into Monday.

$XBI you just know the M&A melee is going to ramp up in the next days and weeks, there have been a few, but much more spending coming from the big boys soon. $RIGL $IBRX $PRLD

$XBI thru trend-line today, next hurdle will be 50sma to get through but great start. Needs to hold 150 zone

Thursday closed green and quiet, which honestly suits me fine $XBI closed 157.79, up about 0.2% off 157.51 $IBB closed 217.86, up about 0.7% off 216.35 $INSM closed 111.59, up about 15.1% off 96.98, Q3 revenue 524.4 million, up 268% from a year ago, Brinsupri doing the heavy lifting $IOVA gave back about 35% to near 9.57 on updated lung data, but the 24.6% response held up in 69 patients, 43.3% in KRAS wild type, and a 2027 filing plan is still the clock imo Alnylam pulled back hard on its own print even with Q3 revenue at 1.46 billion, up 17%, and product revenue up 52% to 1.29 billion. that is a reset, not a broken story tomorrow is the one, $INO Oct 30 PDUFA for INO 3107 in RRP, inspections done and the late cycle meeting behind it

$XBI Hope folks listened as $SLS is cratering. $SLS/REGAL concerns: 1) Misled investors by presenting Pilot Study data as Phase 2 data 2) Modified the treatment arm dosing midtrial to improve outcomes 3) Misleading AML CR1 data 4) Curated/Misleading SLS009 data 5) Goal post shifts 6) REGAL assumptions failed miserably 7) Trial censoring impacts 8) allo-SCT impacts 9) Discontinued collaborations 10) Questionable financial moves 11) Poor management history with ties to bankruptcies, failed trials, and SEC/Law Firm investigations 12) Self-imposed Quiet Period after Shareholder complaints filed with the SEC 13) Law Firm Investigations 14) Communication starvation 15) Sweetened separation packages for termination (non-Change of Control) 16) Added 20 million shares for Execs (offset share value drop?) 17) Massive improvements in treatments/care benefiting BAT arm 18) Physician's Choice arm promotes individualized treatments (like $MRNA and $MRK) 19) Healthier patient population 20) ?

$XBI I think xbi has just two stocks sls and ibrx. This board is overrun with these two tickers non stop.

$XBI $XLV Health Care’s Best Month Ever Against the Market As money fled technology, defensive sectors absorbed it. The Health Care Select Sector SPDR Fund is on track for its best month ever relative to the SPDR S&P 500 ETF Trust(SPY) , outperforming by 11% in October, according to data going back to 1998. The previous record was March 2020, at 9.9%. The iShares Biotechnology ETF climbed to an all-time high this week. Regeneron Pharmaceuticals Inc.(REGN) surged 11% on Friday, its best day since October 2025.

$XBI truly an isolate tech wreck, not a market sell off. $QQQ plenty of stocks are green today while other megacap tech are in correction mode $AMD waiting for 400s to add

$XBI IMO biotech is long overdue for a rally and I think the sector could be on the verge of a big run.

friday recap, ugly in the right places $XBI closed 149.54, down 1.4 percent. tagged 147.63 intraday and held the 200 day at 147.71 by a hair, then bounced two points into the close. thats the sector telling you where the floor is $IBB closed 207.74, down 0.9, camped right on its 50 day at 207.69. big biotech refused to join the drama. fine by me movers: $AARD 1.39, down 65 percent. the terminated HERO data hit before the hold lift could do anything. hold is cleared, cash runs into late 2027, so it lives on the weird watchlist now. Corcept 85.86, down 20 on Genmab's Rina-S ovarian win. a profitable company getting sold like a spec name is usually when i start a file on it $PHAT closed down 18 percent. generics don't sue drugs nobody wants to copy, imo monday: ESMO runs through the 27th, BIIB reports Wednesday before the open, and INO Oct 30 is seven days out

$XBI - Biotech M&A is 40% ahead of 2025's pace on fewer deals. Strongest year since 2019 (though certainly doesn't feel like it!) Source: Evercore via Paras Sharma on X

As long as $XBI $BBH don’t bahhhreak down let $SMH carve out the bahhhtom of this large consolidation. Chop chop huckleberries……. 🧠👀

Quite a few falling knives out there in bio-land $XBI I try to wait for evidence of strengthening thesis before jumping in Otherwise, pay the price for it when I jump the gun

$XBI This held up will in the semis carnage today. People need a place to earn some money for the rest of they ear and biotech and biotech catalysts can provide that answer.

$XBI considering $IWM taking a hit from unborn fomc and inflation statement, small cap bio is bucking the trend to alpha land in part thx to a accommodative fda and ai shortening cycles for all stages from preclinical to clinical through regulatory review $IBB biotech should continue to outperform many others including other area of healthcare imho

$XBI bear markets don’t start with everyone panicking over a sustained and rapid downtrend. bear markets are death by a thousand cuts and when everyone is still bullish. this is a pullback.

$XBI For those considering joining the $SLS P&D hype, consider these $SLS/REGAL concerns: 1) Misled investors by presenting Pilot Study data as Phase 2 data 2) Modified the treatment arm dosing midtrial to improve outcomes 3) Misleading AML CR1 data 4) Curated/Misleading SLS009 data 5) Goal post shifts 6) REGAL assumptions failed miserably 7) Trial censoring impacts 8) allo-SCT impacts 9) Discontinued collaborations 10) Questionable financial moves 11) Poor management history with ties to bankruptcies, failed trials, and SEC/Law Firm investigations 12) Self-imposed Quiet Period after Shareholder complaints filed with the SEC 13) Law Firm Investigations 14) Communication starvation 15) Sweetened separation packages for termination (non-Change of Control) 16) Added 20 million shares for Execs (offset share value drop?) 17) Massive improvements in treatments/care benefiting BAT arm 18) Physician's Choice arm promotes individualized treatments (like $MRNA and $MRK) 19) Healthier patient population 20) ?

$XBI The signs of a bullish move are lining up nicely yet shorts are still looking to press their bets at these levels.

$XBI Price: $150.47 Volume: Average or below Catalyst: Biotech sentiment remains sensitive to rate-cut expectations and recent M&A chatter across the sector. Resistance: $154.00 Support: $147.50 Bull case: Reclaiming $154 on rising volume could open the door toward $158+. Bear case: A breakdown below $147.50 with heavier selling risks a retest of $144. What I'm watching: Looking for a volume pickup to confirm direction out of this tight range. Note: I’m not a financial advisor or a market predictor, and I don’t offer any premium subscriptions or paid services. Feel free to check out the link in my bio:

YTD decent, but mentally been quite tough at times (due to multiple unforced errors on my part) Easy to read stuff on BioX & get carried away, especially from "the sky is falling" crowd $XBI Even if just breakeven, that's a Win in my book (not giving gains back to the market)