Biotech

Update

Biotech

LLY recovered to $1,008.39 (+0.1% vs 03/03). BIIB up to $188.24 (+2.3%). BNTX bounced to $102.16. GILD slightly down to $146.63. MRNA surged to $55.74 (+11.8%). CRSP steady at $58.78. NTLA $13.89. LEGN/BEAM still stale.


Quick Snapshot

Signal Reading
Overall 🟢 RECOVERINGMRNA surged +11.8% to $55.74. LLY stable at $1,008. BIIB recovering. BNTX bounced from lows. CRSP steady. LEGN still extreme (stale).
Key insight MRNA $55.74 (+11.8% vs 03/03) — strongest mover in theme. LLY $1,008 holding near SMA. BNTX $102.16 bouncing from $100.76 lows. BIIB $188.24 recovering from -5.7% week prior.

Action Matrix

Action Stocks Why
🔍 RESEARCH LEGN RSI 8 (stale 02/09) — extreme, verify current price
🔒 HOLD LLY $1,008.39, RSI ~47 — long GLP-1 thesis intact
🔒 HOLD BIIB $188.24, recovering — +2.3% vs 03/03
🔒 HOLD BNTX $102.16, bouncing from $100 lows
🔒 HOLD ALNY $318.65 (stale 03/03), monitor
🔒 HOLD BEAM RSI 62 (stale 02/26), above SMA — confirm
🔒 HOLD GILD $146.63, -0.8% vs 03/03 — stable
🔒 HOLD CRSP $58.78, steady near prior levels
⚠️ MONITOR MRNA $55.74, +11.8% vs 03/03 — watch for overbought
⚠️ MONITOR NTLA $13.89, +2.1% vs 03/03

Data (Validated 2026-03-10)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
LEGN $17.20 -27.1% $23.70 8 $19.40 -11.4% 🔴 Extreme (stale 02/09) 🔍 Research
BIIB $188.24 +2.3% $201.18 🟢 Recovering 🔒 Hold
BNTX $102.16 +1.4% $110.89 🟡 Bouncing 🔒 Hold
LLY $1,008.39 +0.1% +0.1% $1,105.28 45 🟡 Near SMA 🔒 Hold
ALNY $318.65 -9.5% $351.96 🟡 Stale 03/03 🔒 Hold
BEAM $28.38 -8.3% $32.29 62 $27.76 +2.2% 🟢 Above SMA (stale 02/26) 🔒 Hold
GILD $146.63 -0.8% $155.80 🟡 Stable 🔒 Hold
NTLA $13.89 +2.1% $15.44 🟡 Mild recovery ⚠️ Monitor
CRSP $58.78 +1.3% $61.74 🟡 Steady 🔒 Hold
MRNA $55.74 +11.8% $53.57 🟠 Surging, above 52wk high ⚠️ Monitor

Note: LEGN data as of 02/09, BEAM as of 02/26, ALNY as of 03/03 — stale. MRNA $55.74 now above prior 52wk high $53.57.


Key Changes vs 03/03

Stock 03/03 Price 03/10 Price Move Note
MRNA $49.84 $55.74 +11.8% Surged past prior 52wk high $53.57 — new highs
BIIB $184.02 $188.24 +2.3% Recovering from prior -5.7% week
BNTX $100.76 $102.16 +1.4% Bounced from $100 floor
LLY $1,007.30 $1,008.39 +0.1% Flat — stable base
GILD $147.79 $146.63 -0.8% Slight pullback — still stable
CRSP $58.04 $58.78 +1.3% Steady near prior levels
NTLA $13.60 $13.89 +2.1% Mild bounce

Key Discoveries

Discovery Implication
MRNA +11.8% to $55.74, above prior 52wk high $53.57 New highs — mRNA thesis reigniting, watch for overbought
BNTX bounced from $100.76 to $102.16 $100 acting as support — entry zone thesis holding
BIIB recovering +2.3% from prior week selloff Pullback was opportunity, not breakdown

Mistakes (Don't Repeat)

Mistake Lesson
LEGN bounced RSI 8 then re-collapsed Extreme RSI without catalyst = structural problem

Open Questions

  • MRNA $55.74 above 52wk high — continuation or exhaustion?
  • BNTX $102 — is $100 confirmed support or another test coming?
  • LEGN RSI 8 still stale since 02/09 — what is current price?
  • ALNY stale since 03/03 — need fresh data to assess direction
10 events

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