Biotech Rally Fades But Plenty of Big Movers: ASCO June 6

Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The big mover was Alnylam […]

Continue Reading 0

Healthcare Sector Is Looking A Tad Better: M&A Boosts Biotech…Update-1

Update-1 “Growthier” market move sparked by housing data-new home sales jump 16.6% A broad rally today surprised many traders. Technology was a leader up 2% followed by healthcare up 1.49%. US new single family home sales hit an 8 year high a sign of growing prospects for the economy. The green screen prevailed in biotech with […]

Continue Reading 0

Nothing New To Report: Green Screen Day…Update-1

Update: M&A will come back— Pfizer (PFE) buys Anacor (ANAC) for $5.2B. Now you see why inversions are not good for biotech stocks as PFE had to give up reverse merger and go for growth.   Last three posts are still on the mark. The 4% move today in XBI is encouraging ; the 6% move […]

Continue Reading 0

Large Cap Biopharmaceuticals Q1 2016 Metrics: Earnings Show Limited Growth Prospects

Large Cap Biopharma Winners and Losers -Looking for Product Growth We will sift through these metrics and new product news over the coming months to find value in  these names. Most should be considered “Market Performers” with some added safety if they offer dividends. Watch Regeneron (REGN) for upgrades by analysts.  Technicals should matter a […]

Continue Reading 0

Biotech Bear Market: Another Bad Day IBB Down 2.9%…Update-1 Regeneron (REGN)

Update-1 May 5 …Biotechs Stable Today…IBB up 0.45%, XBI down 0.53% Regeneron Pharmaceuticals (REGN) up 4.74% on sales growth,but missed on EPS. Regeneron (REGN) raised 2016 sales estimates for Eyelea(R) to a 20-25% increase based on Q1 sales of $781M. Total Revenues were $1.2B including collaboration revenue, GAAP net income was $1.45 or $165.7M for […]

Continue Reading 0

Failed Biotech Rally: Latest Biotech Earnings Don’t Help…ALXN AMGN CELG GILD…Update-1

Update-1 May 2  Biotechs Stop Slide…IBB up 1.12%…Green Screen Day Healthcare Stocks Regain Footing… XLV up 0.57% Biotech stocks moved up after a five day swoon but are still flat after one month. Most large caps were green with decent gains in Celgene (CELG) and Regeneron (REGN). A good time to average down in Gilead […]

Continue Reading 0

Immuno-Oncology: New Products Provide Growth and Value: ABBV BMY

Immuno-Oncology: Sweet Spot in a Biotech Bear Market We will continue to track large cap biopharma Q1 earnings looking for value+growth ideas. The financial metrics will be tracked as we did in our original post, “Large Cap Winners and Losers” on February 16 near the 2016 bottom for the sector. We put in a buy […]

Continue Reading 0

Biotech Bear Market: Can Diversified Healthcare Funds Beat ETFS?…Part-1

Biotech Bear Market: XLV —A Large Cap Healthcare ETF Outperforms We have compared the performance of top mutual funds in the past and thought it would be interesting to see what happens in a bear market which began in September of 2015. Our last review was in February of 2015 when the bull market was in full swing. […]

Continue Reading 0

Biotech Recovery Rally: Steady as She Goes-Biogen Rallies on Earnings…Update-1

Expect Modest Rally in Biotechs Through Q1 Earnings As of mid-day trading 1P EDT with flat NASDAQ Update at close: biotechs held onto gains despite a mild sell-off for the Dow and S&P with NASDAQ flat. Biogen (BIIB) gained a tad more up 5.16%. From here we’d like to see more rotation into healthcare and […]

Continue Reading 0

Rayno Biopharmaceuticals 2016 Update: 4/14 All In the Green!

 Rayno Biopharmaceutical Picks For 2016 Focus is larger cap stocks that pay dividends with one speculative pick (BLUE). XBI is a potential trade for momentum but the IBB can be used for larger cap rebalancing. New picks will be added should technicals in the sector hold. Large cap update after Q1 earnings reports. See comments […]

Continue Reading 0

Biotech Rally Fizzles: Needs Help from M&A

Biotech Rally Loses Momentum But Still Up for the Week IBB up 3.37 % , XBI up 5.04% , XLV up 0.77% this week. Investors took profits today despite all of the media focus and renewed excitement for the long term potential of new blockbuster drugs. The rally began Wednesday with the news that the […]

Continue Reading 0

Healthcare Stocks Lead on a Lackluster Day…Update-1… Biotech Rally Continues

Update 4/6/16 Biotech Rally Picks Up Momentum Today IBB up 4.5%,XBI up 5% Speculative stocks lead the way: BLUE up 10%, VRX up 16.6% ——–Risk on mode continues——— Healthcare Sector Leads the Market  Lagging healthcare and biotech stocks found buyers today.The healthcare SPDR ETF (XLV) was up 1.05% to $69.38 as investors were probably seeking […]

Continue Reading 0

Rayno Biopharmaceuticals: New Buy Idea- Roche plc (RHBBY)

Roche/Genentech Has a Strong Pipeline in Diagnostics and Therapeutics to Drive Moderate Growth in 2016 New Stock Pick: Roche Holding (OTCQX:RHHBY) $30.36 Over the past 3 months we recommended several new buys for the Rayno Biopharma Portfolio emphasizing moderate growth, relative safety and dividend plays. Three large cap biopharma stocks were previous picks: Abbvie (ABBV), […]

Continue Reading 0

Rayno Biopharmaceuticals Update 3/30-Stuck in a Trading Range with Upside Opportunities

Rayno Biopharmaceutical Portfolio Update- Biotechs with Upside Opportunity Caution No Rush to “Load Up” in a Bear Market Since Mid-January all of our previous portfolios were placed on hold and we recommended four new positions as long term holds. Here are initial prices and the current performance: Abbvie (ABBV) Started at $56.49 now at $56.96 […]

Continue Reading 0