2018 Rayno Biobeat #1: Market Reversal Amidst Profit Taking…Update-1

Update-1… January 17 Dow Rallies 300 Points Market returns to the momentum mode with tax reform theme, M&A and upbeat earnings. Apple (AAPL)was a driver as a potential job creator up 1.6% on repatriation of foreign cash and contributing $350B to economy.  Technology stocks led the way up 1.45% with non-cyclical consumer goods up 1.3%; […]

Continue Reading 0

Large Cap Biopharmaceuticals: Performance and Metric Update Part I

Large Cap Biopharmaceuticals 2018 Performance after J.P.Morgan Healthcare Conference  Here is an update of Large Cap Biopharmaceuticals Performance over the past 12 months. These numbers will be updated after all 2017 financials have been reported. Note that the IBB is a good pick for Large Cap Biopharma up ~20% YoY. Only ABBV (a Rayno pick) beat […]

Continue Reading 0

2018 J.P.Morgan Healthcare Conference #5: Companies to Watch

J.Morgan Healthcare Conference: Companies to Watch We are still reviewing 2018 J.P.Morgan Healthcare presentations for inclusion in our portfolio but here are two longer term opportunities to track for milestones and growth: Accelerate Diagnostics and Denali Therapeutics. Accelerate Diagnostics (AXDX). Accelerate is an emerging in vitro diagnostic company providing solutions for serious infections . The […]

Continue Reading 0

2018 J.P.Morgan Healthcare Conference #4 Notes from Panel: Key Trends in Diagnostics and Lifesciences

Key Trends in Diagnostics and Lifesciences: Promise, Reality Reimbursement Panel Moderator: Ken Bahk, Three Lake Partners. Panelists- Nathan Ledeboer, Medical College of Wisconsin,Victoria Pratt, Indiana University School of Medicine, Nick Papadopolous, Johns Hopkins School of Medicine. Here are some takeaways from the session that covers novel tests, clinical diagnostic reimbursement and CPT codes(no slides were […]

Continue Reading 0

2018 J.P.Morgan Healthcare Conference #3: ABBV and BMY…Update

Sluggish Early Trading in Biotech Tracks NASDAQ Down 0.14%% Promising Year for M&A and Tax Cuts Improving Bottom Line There is a little follow-on to Tuesday’s rally bringing prices for major ETFs above where they were last week. The biotech screen reverted to flat/green where it was on Monday.There were a few big winners that […]

Continue Reading 0

2018 J.P.Morgan Healthcare Conference #2: Digital Health Session Notes

2018 Digital Health Panel: Is Digital Health at an Inflection Point? A packed session in the Colonial Room at the J.P.Morgan Healthcare Conference heard a panel of scientists, investors and entrepreneurs moderated by Lloyd B.Minor M.D., Dean, Carl and Elizabeth Naumann Stanford University School of Medicine (we hope to add panel members’ names later), discuss […]

Continue Reading 0

2018 J.P.Morgan Healthcare Conference Day One Notes: Weak Start Despite Positive Updates

Weak Start for Biotech Stocks on 1/8/18-Red Screen Day Positive Updates on BIIB CELG GILD etc Biotech ETFs Firm Up about 1.5% Tuesday AM  JPMorgan Healthcare Conference Biotech stocks abruptly sold off at the market open yesterday with the XBI down 2% to the $85.31 level and the IBB down 1.33% to $108.37. Apparently the 9000 […]

Continue Reading 0

Biotech ETFs vs Active Funds: Fidelity Biotech Fund Outperforms the IBB

Fidelity Biotech Portfolio (FBIOX) Is Beginning to Show Benefits of Active Management The IBB performance is trailing both FBT and XBI. The XBI outperformed in 2017. Current bull market in biotech intact since July 2016. Biotech ETFs have outperformed the S&P last year despite recent weakness but the IBB is barely keeping pace recently. During […]

Continue Reading 0

Rayno Biopharma Portfolio 2017 Summary Performance

Rayno Biopharma Portfolio: 2017 Was A Good Year But Lagging in Q4 2017 was a volatile year for biopharma stocks but overall performance was good for those holding ETFs or selected Rayno picks for the period. It was a more difficult year for traders particularly in small caps. Many stocks peaked in early October when […]

Continue Reading 0

Biotech Bounce “Ignyted” By Roche Deal

Biotech Bounce Ignited By Roche (RHHBY) Buy of Ignyta (RXDX) NASDAQ Flat at 6953 Healthcare sector weak down 0.43%. as of 1 PM  EST Trading Biotech stocks escaped the doldrums today ignited by Roche (RHHBY) acquisition of Ignyta, Inc. (RXDX) for $1.7B in an all cash transaction. The stock soared 71%. Ignyta is focused on […]

Continue Reading 0