Archive | Biopharmaceuticals Portfolio

Biotechs Roaring Back: Do They Sense A Deal? Update -1 ABBV/PCYC

Whoa! $261.25 And the winner is Abbvie (ABBV) for $21B! Pharmacyclics Buzz Is Back  Biotech stocks covered the green screen today, despite a listless general market, driven by deal talk regarding Pharmacyclics (PCYC). Q4 2014 sales of their potential blockbuster drug Imbruvica for chronic lymphocytic leukemia hit $185M and is forecasted to hit the $1B […]

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Mid Cap Emerging Biopharmaceutical Companies: Valuations Do Matter for M&A

Valuation Models for  Biopharma Stocks -M&A Update In October 2013 we compared emerging biotech stocks after the acquisition of Onyx Pharmaceuticals by Amgen (AMGN). Now that rumors are “out there” for the acquisition of Pharmacyclics (PCYC) by large healthcare companies such as Johnson and Johnson (JNJ) and Novartis (NVS) we can compare valuations. The $11B++ […]

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Rayno Biopharmaceutical Stocks: PCYC Buzz Drive Biotechs Higher… Update-1

2/27 Friday After a big February biotechs turned red today with major ETFs off about 1%. In light of recent M&A talk about Pharmacyclics, Inc. (PCYC) at Market Cap of $16.6B we will look at other top Mid-Cap biopharmaceutical stocks for comparison to our motif below: ALNY, BMRN, INCY, MDVN, PBYI etc. Rayno Mid-Caps Outperform […]

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Biotech Bull Market: Trends to Watch in 2015 #1

What will it take to drive the biotech sector to new highs? As we approach new highs for the biotech sector in 2015 here are some market trends to watch as the technicals get a little choppy. The next major indicator will be 2015 Q1 earnings. Stay tuned. Momentum of high fliers is broken and […]

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Rayno Biopharmaceutical Portfolio Performance: Sector is up 80% from 7/1/13 to 2/11/15

Biotech Stocks Up YTD Despite Choppy Tape NASDAQ 4857.61 approaching March 10, 2000 high of 5048.62 IBB at 320.42 up 5.63% YTD and 351% over 10 Years We have updated our post from 7/1/13 on the Rayno Biopharmaceutical Portfolio with re-balancing.  We are approaching all time highs touched in late January 2015. The life science portfolios […]

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