Last Thursday was PropThink’s monthly Healthcare Huddle webinar. Topics covered included:
- Perceived risk events: interest rates, Brexit vote, economic growth, and the U.S. presidential elections
- Reasons for optimism?: investors are still apathetic about equities, cash allocations at record highs
- The big breakout: what it might take and why the grind higher can continue
- What the continued move might mean for biotech
- The rationale behind one options strategy we’ve employed a few times this year, and what to look for in your own process
- Discussion of ASCO & EHA and takeaways
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