Archive | Biopharmaceuticals Portfolio

Regulatory News for Rare Disease Products-Hot Stocks: BLUE,ICPT,SRPT …Updates

Update-1 See Chart below of Emerging Orphan drug players in comparison to leaders ALXN and BMRN. Update 5/21 on BLUE gene therapy for Gene therapy for sickle cell disease Will add to gene therapy watch list the following Company:Spark Therapeutics, Inc. (ONCE) , market cap $1.66B, $9.55 Cash/Sh., up 35% YTD focused in genetic diseases […]

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Rayno Life Science Stocks Move Higher: CLVS, RHHBY-ASCO Preview

Rayno Biopharmaceutical Stocks– ASCO Plays or Not Large Caps Rule Clovis Oncology (CLVS) up 16.7%, 79% YTD to $100 level! Several data CLVS Presentations for ASCO including two oral and six posters for non-small cell lung cancer and ovarian cancer. Also with a valuation of only $3.4B and three platform products in the pipeline including companion […]

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Hot Biotech Sector: Mid-Caps Have Both M&A and Pipeline Premiums

Valuations Step-Up With More Deals  Prior to the acquisition of Pharmacyclics (PCYC) by Abbvie (ABBV) for $20B, the top price paid for an emerging biotech company was in the $10B range. Two additional companies among the mid-caps  were acquired in prior years: Cubist by Merck in December 2014 and Onyx by Amgen in 2013. M&A […]

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Biotechs Tag Along With Broad Market Rally: FBT Up 3%

Jobs Report Drive Stocks Higher-DOW Up 1.5% Stocks moved higher on the “goldilocks” job report which showed a gain of 223k added in April. The jobs number was too high to raise concerns about an increase in rates but not too bullish because overall productivity is down. Jobless claims are down also tracking an improved […]

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M&A Sparks Biotechs: Alexion Buys Syngeva for $8.4B…Update-1

Orphan Drugs-The Latest Hot Spot in Biotech Large Cap Biotechs Were Red-Specualtive Stocks Were Green XBI 214.9 up 2.36%   GEVA $203.4 up 112%   NASDAQ 4919 down 0.4% Rare Disease Companies Merge: ALXN and GEVA Alexion Pharmaceuticals (ALXN) the leading company in severe and life threatening rare diseases with revenues of $2.27B will pay […]

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