Archive | BIOgraph

Notes from BIO 2015 #1 Recap and Biotechnology Trends-M&A, Precision Medicine

Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings were excellent opportunities for networking and dealmaking as usual. We attended several of the sessions and […]

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Biotech Trading Notes: AEGR, ARRY, CLVS, REGN, RPRX- Update 1 Market Rallies Post FED

No Taper Rallies Stocks and Bonds-Equities up almost 1% Most sectors and stocks turned bright green after FED announces “No Taper”. Biotech stocks are up with IBB up 1%. Drug stocks very strong due to dividend plays and lower 10 year yield (2.724%). Gold up $34 with weak dollar. Oil up 2.63% on energy stocks […]

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Kythera (KYTH) Soars on Phase III Fat Drug Update 1

Chin-Up and Out! KYTH traded 2.58M shares today closing near its gap up 25% this morning at $41.95 . There was distribution of stock probably from early investors to funds and retail. The market cap is $774M. As of June 30,2013 reporting the Company had Shareholder equity of $45.8M and Cash of about $76M. Insiders […]

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Biotech Bull Market Intact But Speculation Is In Check Update 1

Life Science Stocks in Corrective Mode-Look for Support Today   Update-winners could not hold tops with IBB ending day at $167, NASDAQ at 3321 The sector sell-off which began off the May top (up 30%) and picked up downward momentum in June is continuing today. However some large cap quality stocks in the Rayno Portfolio […]

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FED No Change: Market Down 1% as Less Monetary Accommodation Likely in Future

Downside Risk to Economy Diminished So Less “Extreme Monetary Policy” In the Future? Market Stable with downward bias :S&P flat to down 18 pts-10 Year Bond Yield At 2.28% up 3.9% FED Is Optimistic  about the economy: housing, consumer sentiment, financial backdrop but with fiscal drag. Bond purchases are tied to the economy. The FED […]

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Biotech Bull Market Momentum is Easing So Watch High Flyers: AEGR,CLVS etc- Update 6/16

Biotech Sell-Off Continues Nothing dramatic but the overall weakness in biopharmaceutical stocks is continuing today despite a strong performance by NASDAQ up 1.2% at 3464. With biotech having one of it best years of all time, profit taking is expected. The most popular ETFs IBB down 0.4% and XBI down 0.4% are weak but are […]

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Rayno Diagnostics and Tools Update: MYGN, SQNM Update 2 June 14

6/14  Supreme Court Ruling on Genetic Tests Takes Down Myriad Stock (MYGN $30.50)-Off Another 3% but still up 13% YTD. The Supreme Court ruling opens up competition for Myriad’s breast cancer tests as well as other genetic disease markers.The immediate reaction to the stock was initially positive yesterday but abruptly turned negative after stock downgrades […]

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Choppy Market with Macro in Forefront: Currency, Turkey, iRates

Life Science Stocks Holding Up Amidst Volatility-Stay Cautious Biotech stocks are mixed today as volatility from currency moves and violence in Turkey and the Middle East gives pause to investors. Bonds have corrected almost 5% prompting an exit from bond funds as the 10 Year Treasury hits the 2.19 % (high as 2.30) level up […]

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ASCO Day 3: News and Daily Movers in Risk-Off Mode CELG,GILD,IBB,PCYC

Market Correction Is Here-IBB at 170 off 2%+ The biotech sector sell-off (IBB at $170) continues today despite an effort to rally in the opening (IBB at $178). The biotech sector now tracks  the overall market and is no longer immune to macro issues and economic events. Market concerns this week are the volatility and […]

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ASCO Day 2 Briefs and Daily Movers: ARRY,GILD,IBB,IMGN,SGEN

Apparently ASCO Is “Sell On the News” Trigger Another lackluster trading day with profit taking; the IBB  is down 2.3% and trading near its May bottom with a pronounced topping pattern.Moreover many funds and indices now own biotech stocks so without the general market rallying ((NASDAQ off 22 pts at 2:30 p EDT), the sector will […]

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ASCO News and Moves: BMRN, BMY, CLDX, MRK, ONXX, SGEN Update 1 CLVS

Sell On ASCO News Due to High Expectations? Large Cap Drugs Outperform Biotechs As we move through the first day of ASCO and much anticipated clinical developments the market should not be surprised that large cap drug stocks are also major biotech stocks: Bristol Myers (BMY $47.59) a highly recommended stock, soared again 3.43% on […]

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Reiterate Caution on Biopharmaceutical Stocks With Major 3% Sector Sell-Off

Raise More Cash- No Change in Rayno Biopharma Portfolio Last month we raised the yellow flag on the biotech sector because of a choppy tape, new highs with weakness in MO (Momentum) plays and the anticipation of ASCO news that could trigger a “sell on the news” trend. Moreover CNBC pundits have been pushing biotech […]

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Biotech and Drug Stocks Down as Investors Trim Positions

Biopharmaceutical Stocks Sell-Off with Large Cap Drug Stocks High Flyers du jour-AEGR,INFI 10 Year Treasury Hits 2.13 Yield Caution-no new buys and all portfolio positions on hold Large cap drug stocks were the surprising loser today along with the healthcare sector in general. Investors have been driven to drug stocks seeking yield while benefiting from […]

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Rayno Life Science Dx and Tools-Green Day with New Highs-GHDX, NEOG,TMO

Impressive Rally in Diagnostics and Tools Stocks The NASDAQ rally is beginning to fade now up only 17 pts after hitting a  high of 3510 at 10 am EDT. However many Life Science Tools and Diagnostics stocks are having a strong day. We recently featured 3 micro-cap diagnostics stocks in the $50M market cap range […]

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