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TMFHelical (99.12)

Good Year for Biotech, but ....

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January 10, 2011 – Comments (0)

The business blog at BIO has a good summation of 2010.  It gives some data over the past few years as well.

 Biotech did quite well -- overall, outpacing the S&P, but this was primarily driven by solid performance from the larger companies.  Small and microcaps did badly.  Just under half the companies tracked had gains.

The post notes that biotech, as tracked by BTK, was one of the best sectors, but more broadly, healthcare was the worst sector.  The Helical Portfolio is healthcare, so this is concerning (but I think opportunistic).

 

TMFHelical

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