Archive | May, 2014

ASCO Update #4- No Boost For Oncology Stocks… Update-6/4 MDVN, PCYC, SGEN

Update 6/4 Snap- back rally and big green screen! Update 6/3….. Daily Performance-from list below 9 winners, 12 losers Rayno Biopharmaceutical Picks in bold— Winners: AGIO, INCY, SGEN, EPZM, MDVN, IMGN, GILD. CELG, PCYC. Losers: CLVS, ARIA, NLNK,CLDX, BLUE, LBIO, PBYI, KPTI, BMY, AZN, ICPT, XLRN. 30 Day winners: MDVN, PCYC, SGEN —— Rayno Large Cap […]

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Rayno Dx and Tools 2014 YTD After OCT. Correction: ABAX EXAS ILMN SQNM …Update 12/24/14

Update 11/24/14   Clinical Diagnostics and Tools Stocks Review Performance YTD and compared to 11/13 YTD Top winners YTD are: EXAS 104%, ILMN 71.4%, ABAX 36.8% Top Losers YTD are: NSTG 16.6%, RGDX 54%, VRML 30.9% but all were good trades. IWM at $117.4 See Performance Data Below ———————-Previous post——— April Sell-Off Hit Diagnostic Small […]

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Very Little Bounce in Biotech as ASCO Approaches… Update 2.. 5/22

Rally Developing-Green Screen Alert If you are underweight large cap biotech add FBT ($76.38) up 2%. Most of our large cap picks are up today: ABBV ALXN, BIIB,GILD,REGN. Reverse pattern from tuesday’s downdraft. ————– One of the worse days I have seen in small cap biotech in many months as speculation has ended and investors […]

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Pre-ASCO Watch List #2: ARIA, IMGN, PCYC

Rayno Life Science Focus Stocks: ARIA, IMGN, PCYC  Ariad (ARIA) Abstracts Several data presentations will be made for Iclusig (Ponatinib)  for leukemias and AP26113 its investigational oral inhibitor of anaplastic lymphoma kinase (ALK). A breakfast meeting featuring key investigators and slide presentations will be held on June 2. Immunogen (IMGN) Abstracts The focus will be on […]

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Pre-ASCO Movers: CLVS, INCY, PBYI

Volatility Up as ASCO Approaches The ASCO Annual Meeting is not till the end of the month but news regarding abstract titles and clinical data that will be presented at ASCO moved stocks today. Many immuno-oncology stocks have been hard hit in the 2014 sell-off as investors have moved out of small  cap speculative growth […]

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Biotechnology ETFs And Funds: How Do They Compare After Sell-Off? Update- 1

Update May 30-Fidelity Select Biotech (FBIOX) Fund is lagging Top ETFs FBT and IBB Compared to 2013 when FIDO  beat the  ETFs it is lagging post February bubble and YTD. It would be difficult to analyze why this happened but my guess is that: FIDO went chasing “bubble” stocks like AEGR, ICPT and was overweight […]

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Biotech Bubble has Burst-Back to Basics: ABBV, HOLX

Risk-Off -Stay With Large Caps In case you missed it the speculative frenzy in biotech stocks is over for now but there are always trading opportunities for the short and long term. We recently posted our Q1 Rayno Life Science update for biopharmaceuticals and the large cap stocks are holding up well in a choppy market. […]

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Rayno Biopharmaceutical Stocks: April 2014 Update After Sell-Off… Update 10/6/14

Note: Prices are updated as of  10/6/14 Stocks on the list that are lower from 5/2 are: ALKS, ARIA,CBST, IMGN (dropped)-all others are up.  Biotech Stocks Are Down 5-10% in April-IBB is up only 1% YTD but 32% over one year May 2 Mid-day trading: NASDAQ 41358 up 0.25%, FBT 74.10IBB $229.4, XBI $128 Speculative […]

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Large Cap Biopharmaceuticals 2014 Q2 Metrics: ALXN, AMGN, BIIB.. Update

Update August 5, 2014  Large Cap Biopharmaceutical Stocks Includes Q1 Earnings Reports (except REGN due 5/8) Rayno Focus Picks:   ALXN, AMGN, BIIB, FBT, GILD, REGN, RHHBY Large cap stocks are core holdings especially now that sector momentum is easing. ABBV dropped due to inversion play and dilution of product mix. Bull market is intact despite […]

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