Healthcare Scan

Scan

Healthcare Scan

raw scan snapshot — prices as of scan date, not live 34 rows · screens, not recommendations prior scanresearch/scans/2026-07-28-healthcare-scan.md

Data as-of 2026-07-31 close, except SYK which carries a 2026-07-30 bar — read that row as one session stale.

The large-cap complex cooled together: ABT dropped out of overbought (RSI 73.3 → 67.3) alongside AMGN (72.8 → 64.9), while TMO held closer to flat (70.3 → 68.8) — the same unwind visible in this session's biotech cut. DXCM spiked the other way, RSI 54.6 → 68.6 on an 11.95% single-day move, and GH climbed 45.8 → 62.0 on the largest three-month gain in the cut (+84.9%, change3m). ISRG relapsed back under 40 (42.4 → 39.9), giving back last scan's recovery — the identical ticker showing the identical relapse in the biotech cut.

Source: healthcare.json (the broader 21-name universe, not the narrower healthcare-scan.json cut). Latest bar 2026-07-31 for every name in this cut except SYK (2026-07-30). Prior scan: 2026-07-28-healthcare-scan.

Quick Snapshot

Signal Reading
Overall 🟡 Broad cooling mirrors the biotech and defensive cuts — ABT and AMGN both dropped out of overbought, DXCM and GH both spiked, and ISRG relapsed back under RSI 40 after last scan's recovery
Leaders TMO (RSI 68.8, holds near the top after cooling only slightly); DXCM (68.6, spiked on an outsized move, +21.2% 30D); ABT (67.3, cooled out of overbought but still the strongest large-cap read)
Laggards ISRG (RSI 39.9, relapsed back under 40, "collapse" regime persists); MRNA (40.9, still -24.4% over 30 days); HROW (42.5, still no confirmed floor)
Key insight The prior scan's overbought cluster (ABT, AMGN, TMO) unwound almost in unison with the biotech cut's large-cap complex — only TMO still sits above RSI 68, and even that's cooled from 70.3

What's Going On

The large-cap complex cooled together. ABT's RSI fell from 73.3 to 67.3 and AMGN's from 72.8 to 64.9 — both dropping out of overbought after crossing the line last scan — while TMO held closer to flat (70.3 → 68.8). JNJ (65.2 → 52.3), CVS (66.3 → 50.5), and MRK (63.3 → 58.9) all posted comparably large single-scan drops without any regime downgrade — all three remain in an "uptrend" regime with a golden-cross trend label, just pulled back from a stronger prior read.

DXCM and GH were the session's two outsized movers in the other direction. DXCM's RSI spiked from 54.6 to 68.6 on an 11.95% single-day move (change1d per healthcare.json), +21.19% over 30 days — the identical move that shows up in this session's biotech cut for the identical ticker. GH climbed from 45.8 to 62.0, +9.95% over the week and +84.92% over three months (change3m) — the largest three-month gain anywhere in this cut.

ISRG relapsed. RSI fell back from 42.4 to 39.9, giving back last scan's recovery out of the oversold band — the same relapse that shows up in the biotech cut for this identical ticker. The regime classifier still reads "collapse," and the trend remains strong-down DC.

MRNA and HROW, the sector's other two previously-weak names, stayed roughly flat without resolving either way: MRNA moved 40.3 → 40.9 (still -24.39% over 30 days), HROW moved 43.5 → 42.5 (still not confirmed one way or the other). SYK's bar is one session stale (2026-07-30) — read that row as a snapshot from Thursday's close, not Friday's.

What Changed Since Prior Scan (2026-07-28)

  • ABT and AMGN both dropped out of overbought. ABT: 73.3 → 67.3. AMGN: 72.8 → 64.9. TMO held closer to flat, 70.3 → 68.8.
  • DXCM spiked on an outsized single day. RSI 54.6 → 68.6, +11.95% in one session, +21.2% over 30 days — the same move shared with this session's biotech cut.
  • GH posted the largest 3-month gain in the cut. RSI 45.8 → 62.0, +84.9% over three months (change3m).
  • ISRG relapsed back under 40. RSI 42.4 → 39.9, giving back its prior recovery; regime still "collapse."
  • JNJ and CVS both cooled sharply. JNJ: 65.2 → 52.3. CVS: 66.3 → 50.5.
  • MRNA and HROW stayed roughly flat, unresolved. MRNA: 40.3 → 40.9. HROW: 43.5 → 42.5.
  • SYK's bar is one session stale (2026-07-30) this scan.
  • Universe unchanged. Same 21 tickers as the July 28 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 whose RSI falls back under 40 while its regime classifier still reads "collapse" — like ISRG here — means the earlier recovery wasn't 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 $353.33 39.9 -5.9% +4.7% -12.2% -22.8% -41.5% strong-down DC -24.0%
MRNA $54.82 40.9 -14.0% +1.4% -24.4% +20.8% -36.0% weak-down GC +38.4%
HROW $38.77 42.5 -8.1% +0.8% -9.8% -5.2% -29.3% strong-down DC -3.7%
LLY $1,148.84 45.8 -3.0% -4.0% -3.6% +19.5% -8.1% strong-up GC +22.9%
UNH $414.40 47.0 -2.3% -1.5% -2.9% +13.0% -10.2% strong-up GC +28.2%
VRTX $477.10 48.4 -2.0% -0.1% -4.2% +12.5% -10.6% strong-up GC +8.6%
GILD $130.21 48.7 -1.5% +0.7% +3.4% -0.4% -17.2% weak-up DC +2.8%
BIIB $202.95 50.2 +0.1% +0.4% -3.2% +8.5% -7.6% strong-up GC +17.8%
CVS $104.43 50.5 -1.2% -3.1% +0.3% +28.0% -5.7% strong-up GC +29.2%
ZTS $77.29 51.1 +2.3% +2.6% +7.4% -31.8% -51.8% weak-up DC -28.8%
JNJ $256.35 52.3 -0.6% -2.7% +0.9% +13.5% -6.8% strong-up GC +19.6%
PFE $25.01 57.2 +2.7% +1.9% +6.6% -1.8% -13.0% up DC +2.5%
MDT $85.39 58.3 +2.4% +2.6% +7.8% +7.7% -19.7% weak-up DC -3.4%
MRK $130.20 58.9 +2.3% -0.7% +3.9% +16.9% -3.6% strong-up GC +26.2%
GH $161.99 62.0 +4.5% +10.0% -5.1% +84.9% -8.3% strong-up GC +64.6%
VEEV $203.78 62.1 +5.2% +9.4% +10.6% +18.8% -34.4% weak-up DC -0.1%
SYK* $348.04 62.6 +6.3% +9.1% +10.6% +10.7% -13.4% up DC +1.7%
AMGN $385.16 64.9 +3.9% +2.4% +6.6% +17.7% -3.2% strong-up GC +16.8%
ABT $105.70 67.3 +6.9% +2.6% +15.5% +19.0% -23.1% weak-up DC -0.5%
DXCM $83.45 68.6 +11.9% +16.7% +21.2% +36.0% -1.5% strong-up GC +22.0%
TMO $574.30 68.8 +5.9% +1.1% +11.9% +22.5% -10.8% up DC +10.5%

*SYK carries a 2026-07-30 bar — one session stale; read this row with that caveat.

Tier Analysis

Extreme Oversold (RSI < 25)

None.

Oversold band (RSI 25-40)

ISRG (39.9) — the cut's only sub-40 print, just barely inside the line after relapsing from last scan's recovery.

RSI 40+ (everyone else)

Entry Zones

Stock Price Zone RSI 30D% Setup
GILD $130.21 <$127.48 (support shelf) 48.7 +3.4% Cooled hard from last scan's read, clean structure
PFE $25.01 <$24.83 (support shelf) 57.2 +6.6% Steady climb, not extended
ABT $105.70 <$104.57 (support shelf) 67.3 +15.5% Cooled out of overbought but still close to its own shelf
DXCM $83.45 <$73.87 (support shelf) 68.6 +21.2% Spiked on an outsized single day; let the move settle before entering
ISRG $353.33 No support shelf identified 39.9 -12.2% Relapsed back under 40; regime still "collapse," no confirmed floor

Action Matrix

Action Stocks Why
📈 ACCUMULATE GILD, PFE Cleanest reads in the cut, cooled but not broken, no extension
🔒 HOLD MRK, JNJ, LLY, UNH, CVS, VRTX, BIIB, AMGN, ABT, TMO Uptrend/pullback regime, cooled from a stronger prior read; don't chase but don't sell
🔍 WATCH MRNA, HROW, ZTS, VEEV, GH, DXCM, SYK, MDT Mixed signals — fresh spikes (DXCM, GH) need to settle, others (MRNA, HROW, ZTS, MDT) unresolved from a weak or mismatched prior read, SYK's bar is stale
❌ AVOID / FALLING KNIFE ISRG "Collapse" regime persists despite the relapse-adjacent RSI

What To Watch Next

  • ABT and AMGN both dropped out of overbought together — does the large-cap complex keep resetting, or does it re-extend from here?
  • DXCM and GH both posted outsized single-scan spikes — do those moves hold, or do they give back the way the prior overbought cluster just did?
  • ISRG relapsed back under RSI 40 for the second scan running (also visible in the biotech cut) — does the "collapse" regime read finally get confirmed, or does it bounce again?
  • SYK's bar is one session stale — does the next refresh show it kept pace with the rest of the cut's cooling, or diverged?

Sources

  • Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — healthcare.
10 events

No direct external sources are attached to this read.