Biotech Scan
Scan
Biotech Scan
raw scan snapshot — prices as of scan date, not live 28 rows · screens, not recommendations superseded by2026-04-26-biotech-scanported fromresearch/classic/scans/_archive/2026-02-04-biotech-scan.mdscan slugbiotech-scansource typescan-archive
Biotech sector overview - gene editing, mRNA, pharma leaders.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 MIXED STRENGTH - XBI +4.3% 30D, sector showing relative strength vs tech |
| Key insight | MRNA +32.9% 30D recovery, IBRX +182.7% 30D breakout. TMO RSI 25↓ entry zone. |
| Gene editing | CRSP -9% 30D weak, NTLA +31.9% 30D recovery, mixed signals |
Sector Overview
| ETF/Index | Price | 7D | 30D | 3M | RSI | Status |
|---|---|---|---|---|---|---|
| XBI | $125.29 | +1.0% | +4.3% | +15.1% | 47 | 🟢 Strengthening |
Pattern: Biotech (XBI) showing relative strength vs broader tech selloff. Defensive rotation into healthcare.
Data (Validated 2026-02-04)
| Stock | Price | 7D | 30D | 3M | 52wkHi | RSI | Status | Action |
|---|---|---|---|---|---|---|---|---|
| LLY | $1107.12 | -1.3% | +6.3% | +19.8% | -2.4% | 55 | 🟢 Near highs | 🔍 Wait pullback |
| TMO | $565.22 | -7.5% | -7.5% | -0.4% | -12.2% | 25 ↓ | 🟢 OVERSOLD | ✅ Entry zone |
| IBRX | $5.88 | +12.8% | +182.7% | +173.5% | -29.0% | 70 | ⚠️ PARABOLIC | ⚠️ Too extended |
| MRNA | $42.77 | -4.2% | +32.9% | +81.5% | -22.5% | 54 | 🟢 Recovery | 📈 Thesis play |
| CRSP | $50.17 | -2.8% | -9.0% | -12.0% | -36.1% | 38 | 🟡 Pullback | 📈 Watch $45-50 |
| NTLA | $12.36 | -6.3% | +31.9% | -8.9% | -56.3% | 52 | 🟢 Recovery | 🔍 Research |
| VRTX | $470.52 | -1.9% | +4.8% | +12.8% | -9.5% | 64 | 🟢 Holding up | 🔍 Quality name |
Category Analysis
Pharma Leaders
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| LLY | $1107.12 | +6.3% | 55 | GLP-1 leader (Mounjaro/Zepbound) | 🔍 Wait for pullback |
| VRTX | $470.52 | +4.8% | 64 | Cystic fibrosis monopoly | 🟢 Quality compounder |
| TMO | $565.22 | -7.5% | 25 ↓ | Life sciences tools leader | ✅ BUY ZONE |
mRNA/Vaccines
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| MRNA | $42.77 | +32.9% | 54 | mRNA pipeline beyond COVID | 📈 Recovery in progress |
Gene Editing
| Stock | Price | 30D | RSI | Thesis | Action |
|---|---|---|---|---|---|
| CRSP | $50.17 | -9.0% | 38 | Casgevy approved, first CRISPR drug | 📈 Watch $45-50 entry |
| NTLA | $12.36 | +31.9% | 52 | Liver gene editing pipeline | 🔍 More speculative |
Key Holdings Update
CRSP (Existing Position)
| Metric | Value |
|---|---|
| Entry | $51.31 |
| Current | $50.17 |
| Return | -2.2% |
| RSI | 38 |
| Status | 🟡 Below entry, watching |
Thesis check: Casgevy (sickle cell/beta thalassemia) approved end of 2023. Slow commercial rollout. Watching for Q1 2026 sales data.
Action: Hold. Consider adding if drops to $45 zone.
Actionable Signals
| Signal | Stock | Current | Target | Action |
|---|---|---|---|---|
| TMO oversold | TMO | $565 (RSI 25) | $550-560 | ✅ Entry zone |
| CRSP support | CRSP | $50.17 | $45 | 📈 Add on dip |
| MRNA recovery | MRNA | $42.77 | $35-40 | 📈 Wait pullback |
| LLY pullback | LLY | $1107 | $1000 | 🔍 Wait for better entry |
Speculative/Research Needed
| Stock | Price | 30D | RSI | Why | Risk |
|---|---|---|---|---|---|
| IBRX | $5.88 | +182.7% | 70 | Biotech small cap breakout | ⚠️ Volatile, +182% is extreme |
| NTLA | $12.36 | +31.9% | 52 | Gene editing competitor to CRSP | ⚠️ Pipeline risk |
Commands
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Biotech overview
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Individual stocks
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Related
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