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Buy Mid and Small Cap Biotech Stocks For A 4th Quarter Rally..Update 8/20

Update 8/20/14     IWM at $115, NASDAQ at 4528 Rayno Focus Stocks Achillion (ACHN) at 52 week high up 204% YTD and 48 % over 30 days. Gilead (GILD) new all time high at $101.36. Rayno Large Cap Biopharmaceuticals Portfolio (ALXN, AMGN, BIIB, FBT, GILD, REGN,RHHBY)  up 24.3% YTD. A coincident rally in IWM […]

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Rayno Large Cap Biopharmaceutical Portfolio Up 17.5% YTD

Biotech ETFs or Large Caps Are Best Plays  In March 2014 we recommended an overweight in large cap biotech stocks due to volatility and higher risk of smaller cap stocks lacking revenue visibility. As we move into the fourth quarter we will reassess upside in the usually bullish end of year time frame. However many […]

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Biopharmaceutical Stocks Take 2% Hit- Underperform Market in July

Biotech Stocks Take a 2+% Hit-Risk Off Again Bull Market Intact But Expect Choppy Summer Tape As of our previous portfolio review we are 15-20% cash and overweight large caps. The sell-off on July 31 hit all biotech stocks.However all major ETFs are up YTD with our recommended large cap weighted FBT up 17% YTD. […]

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Green Day with Rayno Biopharmaceutical Stocks Up >2%

Some Huge Moves Today Brings Hope For Summer Rally ETFs Up: FBT $83 up 2.58%, IBB $254.78 up 1.14%, XBI $148.9 up 3.28%. Rayno Large Cap Portfolio: up 14,4% YTD with Biogen Idec(BIIB) and Gilead (GILD) leaders; near July highs. Virtually everything is up but big winners are: Ariad (ARIA $6.17) up 9.98%, Pharmacyclics (PCYC $124.75) […]

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No Summer Doldrums In Biotech Today … PBYI…Update-1

Update 7/23 Biogen Idec (BIIB) Soars 11% on Earnings EPS at $3.49 vs est $2.83; Sales of MS drugs were $2.42B vs $1.72B last year. Our large cap portfolio is now up 15% YTD with less risk than mid and small caps. One analyst thinks PBYI will be acquired but watch out with a market […]

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FED Comments Focus On “Bubble” Stocks In Social Media and Biotech…. Update-1

Update 8PM EDT NASDAQ Holds Losses to 0.54%-Futures Stable Biotech Damage Across the Sector-Rayno Life Science Portfolio Notes Large Caps off about 2% (FBT), but Gilead (GILD) down only 0.95% and Roche (RHHBY) up 0.28%. Rayno Biopharma stocks all red down 3-4% with XBI down 3.86%, IBB down 2.2%. Damage not as severe in Diagnostics […]

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