Archive | October, 2015

Bio Investor Forum #3: Finding Value in Biotech Innovation

Biotech Innovation Seeks Value Healthcare Costs Mount The Bio Investor Forum has become a go-to meeting for biotech investors and company executives. Although the presenting companies are early stage or smaller cap public companies the attendees are broadly represented in the industry. And the panel sessions on topics such as Venture Capital, Government Policies and […]

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Large Cap Biotech Stocks Get Traction From Revenue Growth…Update-1

10/29/15 Update Large Cap Biotechs Update Amgen (AMGN) Revenues Grow 14%, beats street. 2016 Revenues guided to ~$22B, flattish revenue growth with higher EPS $10.35-$10.75. 2015 PEG=1.80, P/S=5.94, Div. 1.94% Rayno Biopharmaceutical Portfolio Large Caps up 2.6% YTD, IBB up 8% YTD REGN up 37%, GILD up 16%, AMGN up o.6% ABBV ALXN BIIB RHHBY […]

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Bio Investor Forum #2: Three Small Cap Biotech Stocks CRIS,GERN,OCRX…Update-1

Update-1… 11/9  Small Caps Outperform CRIS $2.62, GERN $3.92, OCRX $3.41 Bio Investor Forum-A Runway for Emerging Biotech Companies These are risky times for small cap biotech investments as you know the group took a big hit in July/August and are extremely volatile. Some of our smaller cap picks are still doing well YTD and […]

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Bio Investor Forum 2015 #1 Notes-Policy and Venture Capital

General Issues from Bio Investor Forum See BIOtechNow for detailed articles on BIF#15 Biotech executives and investors came with a record 900 attendees to this annual event which presents key issues in the industry and offers a networking forum with 175 presenting companies to meet with potential investors and partners. Energy and enthusiasm abounded despite […]

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Sector Shift Continues Out of Healthcare Stocks: Update-1

Summary for the Week of Oct 19:Markets Up on Central Banks Easing;Techs Lead the Way IBB up 0.62%- 316.3  bottomed on Wednesday. QQQ up 4.3%- 112.78 up big Thursday and Friday. XBI down o.58%- 65.67  in choppy trading. XLI up 4%- 54.66 steady climb from Monday. XLV down 0.62% 69.33 bottomed on Thursday ———– Healthcare Stocks […]

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Choppy Action Today in Biotech Stocks But Buyers Are Out There…Update-1

October 21  Update 9:45a EDT NASDAQ up 0.4% IBB up 1.57% 1:45p EDT Biotech Thrashing Continues-High Fliers Hit Hardest Healthcare stocks remain under attack with the XLV down 1.5% and the IBB down 1.6%.Healthcare is the sector loser down 2% while the Industrials are up slightly. Large cap Biogen (BIIB) is still up 2.5% after […]

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BIO Investor Forum 2015 Next Week…Update

10/21 I will be posting articles from the Meeting later this week and next week. 2015 Bio Investor Forum October 20-21, 2015 We will be attending the Bio Investor Forum 2015 in San Francisco next week. Various panels will cover important biotherapy topics such as oncology trends, precision medicine and full genome analysis and valuation […]

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El Nino Update SoCal…10/16///11/11

11/11 Update Strongest El Nino on record! Forecast Shows Very Little PPT Over Next Month Headline in today’s LATimes says the new El Nino forecast will reach far north. But despite strange damaging local storms North of Los Angeles a rainy pattern is not coming over the next ten days. However over 3 months a […]

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Biotech Bear Market: After the bubble burst…Update-1… 10/15 Rally

10/15 After the Close… XBI Up 7.26%…Green Screen…MOmentum is back Biotech stocks soared today in a broad rally showing a good appetite especially for small and mid-cap stocks. This could be a counter-trend rally in a biotech  bear market but there is a lot of money on the sidelines ready to be put to work. […]

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