Archive | January, 2018

West Coast Weather Update: LaNina Hell Comes to California…Update-1/28

http://wolfdencreative.com/wp-json/oembed/1.0/embed?url=https://wolfdencreative.com/graphic-design/web-design-2/ Update-2 Weather.com Confirms Warm Dry Outlook for February Finally recognition of drought conditions. Look for changes in five days or State needs to announce conservation measures. Update-1  Monday 1/29 Skied Mammoth today and snow conditions were OK. Plenty of cover and fast snow. They did a great job of grooming and everybody was having a good […]

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Abbvie Earnings Drive Biotech Stocks Higher With Large Caps Dominant…Update- 1/30

Update-1 10:40am EST, NASDAQ off 0.75%, S&P 500 off 0.82% Caution in biotech and healthcare stocks with disruptive announcement from J.P.Morgan, Amazon and Berkshire Hathaway with XLV down 2%. The three companies announced Tuesday that they would form an independent healthcare company to serve their employees in the U.S. Few details were provided but look for […]

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Biotech is Hot Sparked By Biotech M&A Deals for Juno and Bioverativ…Update-1

http://itmildura.com.au/Product.aspx?catid=86 Update-1 Jan 23, 2018… Biotech Breakout Rally Continues The biotech rally cruised on to the second day with the smaller cap, equal weighted XBI moving up 2% to $95.82 a 12 month high. The large cap weighted IBB followed up 1.12% to $116.81 also a 12 month high. The media especially CNBC trucked right along […]

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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%; […]

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Large Cap Biopharmaceuticals: Performance and Metric Update Part I

unisom 25 mg fiyat 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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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