Healthcare Scan

Scan

Healthcare Scan

raw scan snapshot — prices as of scan date, not live 35 rows · screens, not recommendations

Data as-of 2026-07-24 close (Friday settled close).

TMO crossed into overbought this week — RSI 71.0, the only name above 70 in this 21-ticker cut, still flagged thesis-intact. HROW moved the opposite direction: RSI 66.6 → 39.9, a -17.58% single-week drop that erased its spot among the sector's leaders. ISRG stayed pinned in a collapse regime at RSI 31.4, -45.0% off its 52-week high, while MRK and JNJ both climbed into the low-to-mid 60s — MRK's regime classifier now reads an outright breakout, just -0.96% off its own 52-week high.

Source: healthcare.json (the broader 21-name universe, not the narrower healthcare-scan.json cut). Latest bar 2026-07-24 for every name in this cut. Prior scan: 2026-07-17-healthcare-scan.

Quick Snapshot

Signal Reading
Overall 🟡 Mixed — one name crossed overbought (TMO), one cracked hard (HROW), ISRG stayed broken, and MRK/JNJ climbed into the strongest structural reads in the cut
Leaders TMO (RSI 71.0, only overbought print, thesis intact); ABT (68.3, steady climber); AMGN (64.1)
Laggards ISRG (RSI 31.4, collapse regime, -45.0% from its 52-week high); MRNA (36.7, kept sliding, -12.5% this week); HROW (39.9, -17.6% this week, the sector's worst single-week move)
Key insight MRK's regime classifier now reads "breakout" — just -1.0% off its 52-week high, +18.0% over 3 months — the strongest structural read of any name in this cut

What's Going On

TMO is this session's clearest single-name story. RSI climbed to 71.0 — the only name in this cut above the overbought threshold — up 6.72% over the past week and 15.45% over 30 days (change7d, change30d per healthcare.json), with its thesis flag still reading "intact." HROW moved the opposite direction, dropping RSI from 66.6 to 39.9 on a -17.58% single-week decline (change7d) that erased its place among the sector's best-performing names.

ISRG remains the sector's most structurally broken large-cap. RSI sits at 31.4, essentially unchanged from the 30.2 flagged two scans ago, with the price now -45.02% off its 52-week high — worse than the -42.8% read on July 17 — and the regime classifier still reading "collapse" despite an "intact" thesis flag on file.

MRK and JNJ both climbed into the low-to-mid 60s this week: MRK's RSI moved 58.1 → 62.4, and its regime classifier now reads "breakout" — the strongest structural read of any name in the cut, just -0.96% off its 52-week high and up 17.97% over 3 months. JNJ moved 54.5 → 62.8, up 9.29% over 30 days.

Away from those extremes, a broad middle of the sector cooled from a more extended prior read: GILD, DXCM, UNH, VEEV, CVS, BIIB, VRTX, and PFE all pulled back into the RSI 46-62 range this week, down from the RSI 53-69 range they carried on July 17 — a delayed version of the same broad-cooling pattern this session's chip-sector cut showed a week earlier.

What Changed Since Prior Scan (2026-07-17)

  • TMO crossed into overbought. RSI 62.3 → 71.0, +15.45% over 30 days — the only name in the cut now above the 70 threshold, thesis still marked "intact."
  • HROW had the sector's worst single week. RSI 66.6 → 39.9, -17.58% over the past week — the biggest reversal in the cut.
  • ISRG remained the sector's most broken large-cap. RSI 30.2 → 31.4, essentially flat, but the price kept deteriorating (-45.02% off its 52-week high vs -42.8% two scans ago).
  • MRK climbed into a "breakout" regime. RSI 58.1 → 62.4, now just -0.96% off its own 52-week high.
  • JNJ improved meaningfully. RSI 54.5 → 62.8, +9.29% over 30 days.
  • MRNA kept sliding. RSI 45.9 → 36.7, -12.54% over the past week — the same direction flagged last scan.
  • A broad middle of the sector cooled from prior extension. GILD (56.9 → 47.9), DXCM (58.9 → 47.4), UNH (58.4 → 51.6), VEEV (65.3 → 53.0), CVS (68.5 → 61.6), PFE (53.6 → 46.6) all pulled back.
  • ZTS remains broken. RSI 46.9 → 45.5, still in a "collapse" regime, -53.53% off its 52-week high.
  • ABT held its leadership position. RSI 67.2 → 68.3, still climbing without extending into overbought.
  • Universe unchanged. Same 21 tickers as the July 17 healthcare.json cut — no composition change.

How To Read The Board

RSI measures how stretched a stock is over the past 14 sessions — under 30 is oversold, over 70 is overbought/extended. vs SMA20 is the price gap to the 20-day average. vs VWAP is the premium over the average price paid by current holders — a useful gut check on how much of a move is unrealized gain that could get sold into weakness. Trend combines direction/strength with a cross signal: GC (golden cross) is structurally healthier than DC (death cross). A stock at a low RSI while the regime classifier reads "collapse" — like ISRG and ZTS here — means the price move hasn't been confirmed by the underlying structure; treat it as "watch," not "buy."

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi% Trend vs VWAP
ISRG $337.50 31.4 -13.1% -2.3% -16.0% -30.0% -45.0% strong-down DC -28.0%
MRNA $54.07 36.7 -20.2% -12.5% -10.5% +6.6% -33.4% weak-down GC +37.6%
HROW $38.45 39.9 -10.8% -17.6% -9.9% -3.2% -23.7% strong-down DC -4.3%
ZTS $75.35 45.5 +1.1% -0.9% -2.9% -35.1% -53.5% strong-down DC -31.4%
PFE $24.54 46.6 +0.4% -2.0% +2.1% -7.6% -13.7% strong-down DC -1.0%
DXCM $71.54 47.4 -1.8% -6.7% +2.6% +16.2% -21.7% weak-down GC +4.4%
GILD $129.31 47.9 -1.4% -3.7% +3.3% -0.2% -16.8% weak-up DC +2.4%
GH $147.33 48.8 -6.3% -5.5% +7.6% +65.7% -13.7% strong-up GC +54.2%
VRTX $477.36 49.2 -2.9% -1.7% +0.5% +10.9% -11.4% strong-up GC +8.7%
BIIB $202.19 50.5 -1.5% -1.8% +1.3% +9.7% -8.7% strong-up GC +18.5%
UNH $420.74 51.6 -1.0% -1.3% +3.7% +19.2% -8.2% strong-up GC +32.0%
VEEV $186.24 53.0 -1.1% -4.7% +15.4% +15.6% -42.2% weak-up DC -9.3%
MDT $83.21 55.7 +1.4% +0.0% +4.8% +0.8% -22.9% weak-up DC -5.9%
SYK $330.25 56.2 +2.3% +3.3% +5.6% +1.1% -21.1% weak-up DC -3.7%
LLY $1,196.03 57.3 +0.5% +1.4% +7.1% +35.5% -5.1% strong-up GC +29.0%
CVS $107.74 61.6 +2.0% +0.3% +5.8% +38.2% -2.4% strong-up GC +34.8%
MRK $131.07 62.4 +3.4% +2.8% +8.7% +18.0% -1.0% strong-up GC +28.4%
JNJ $263.40 62.8 +2.7% +4.1% +9.3% +16.5% -3.8% strong-up GC +24.1%
AMGN $376.04 64.1 +3.0% +2.7% +7.0% +10.0% -5.1% strong-up GC +14.7%
ABT $103.06 68.3 +8.0% +2.4% +14.7% +13.9% -26.7% weak-up DC -3.2%
TMO $568.26 71.0 +7.8% +6.7% +15.5% +21.1% -11.1% up DC +10.0%

Tier Analysis

Extreme Oversold (RSI < 25)

None.

Oversold (RSI 25-40)

ISRG (31.4), MRNA (36.7), HROW (39.9). Three names — HROW is new to this band after its -17.6% single-week break.

RSI 40+ (everyone else)

  • Weak / unresolved (RSI 41-49): ZTS, PFE, DXCM, GILD, GH, VRTX. ZTS remains the standout for how broken it is (-53.5% from its 52-week high, strong-down DC, "collapse" regime).
  • Basing / cleanest accumulate (RSI 50-58): BIIB, UNH, VEEV, MDT, SYK, LLY. None extended, none broken.
  • Momentum (RSI 61+): CVS, MRK, JNJ, AMGN, ABT, TMO. TMO alone crossed the overbought line at 71.0; MRK's "breakout" regime read is the strongest structural signal in the cut.

Entry Zones

Stock Price Zone RSI 30D% Setup
AMGN $376.04 <$349.50 (support shelf) 64.1 +7.0% Steady climber, not extended
MDT $83.21 <$82.37 (support shelf) 55.7 +4.8% Thesis marked intact, basing near support
GILD $129.31 <$127.48 (support shelf) 47.9 +3.3% Cooled from prior extension, not extended vs VWAP
TMO $568.26 Extended — no clean entry 71.0 +15.5% Only overbought print in the cut; thesis intact but wait for a pullback
ISRG $337.50 No support shelf identified 31.4 -16.0% Collapse regime persists; thesis flagged "intact" but structure is broken

Action Matrix

Action Stocks Why
📈 ACCUMULATE AMGN, MDT, GILD, PFE Not extended, cleanest technical setups in the cut
🔒 HOLD MRK, JNJ, LLY, UNH, CVS, VEEV, ABT, SYK, BIIB, VRTX, DXCM, GH Cooled from prior extension or climbing steadily without breaking down; don't add at current premiums
🔍 WATCH MRNA, HROW MRNA kept sliding; HROW just cracked hard after months of extension — neither has confirmed a floor
⚠️ AVOID / DON'T CHASE TMO RSI 71, crossed overbought this week
❌ BROKEN / AVOID ISRG, ZTS Both in a "collapse" regime — structurally broken, no confirmed reversal

What To Watch Next

  • TMO just crossed into overbought for the first time in this cut — does the thesis-intact name keep running, or cool off from here?
  • HROW cracked hard this week (66.6 → 39.9, -17.6% over the past week) after months of extension — is this a normal give-back or the start of a real reversal?
  • MRK's regime classifier now reads "breakout," just -1.0% off its 52-week high — does it confirm with a golden cross, or is this a false extension?
  • ISRG and ZTS remain the sector's two structurally broken names — any sign either finds a floor, or does the collapse regime keep deepening in both?

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-24 close — healthcare.
10 events

No direct external sources are attached to this read.