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Three Stocks to Target the Testing Test (ABT, ALST, QDEL)

It’s all about testing. Short of a vaccine, testing is the high-margin investment from a social survival standpoint for the whole system. Testing, testing, testing. The virus is invisible. It’s impossible to see something that’s invisible, by definition. And it’s impossible to beat something you can’t see. Testing is how we see it, in a […]

Stocks to Watch Ahead of the “Twindemic” (APT, LAKE, ALST, DGX)

The pandemic is old news. Scientists and health policy experts are now worried about the rising potential for the “Twindemic” – a coincident crisis involving Covid-19 and influenza primed for emergence this fall as people worry about going to the doctor to get their flu shot. Without widespread adoption of flu shots, the flu could […]

The Coronavirus Coping Portfolio (QDEL, GILD, QBIO, CYDY)

The COVID-19 pandemic has forced a dramatic realignment of social, cultural, and economic agendas because, in all cases, the healthcare issue has priority. It’s not a genuine public debate – if you don’t solve the healthcare crisis, you can’t solve any of the other crises that have been boiling over in the public discourse. That […]

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