Archive | 2017 Rayno Biopharmaceuticals Portfolio

The Rayno Biopharmaceuticals Portfolio are up to date picks for 2017.  We are in a recovering bear market for biotechnology stocks that appears to have bottomed with buy signals given early in 2017.

Vertex (VRTX) Soars on Clinical Data and Boosts Biotech Stocks…Updates

Update…3/31/17 Performance %: March and YTD FBT  -0.83, +15.87 FBIOX  -2.43, +15.79  * Fidelity ahead of IBB in 2017 IBB   -3.05,+10.5 QQQ +1.04, +11.73 XBI   -2.82, +17.15 XLV   -1.9, +7.86 Notable Rayno Portfolio Picks %: March and YTD ABBV  +2.9,  +4.08 AMGN  -8.95, +12.22 BLUE  +7,  +47.33 FMI +13.85  +82.2 HOLX  +3.18, […]

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Rayno Biopharma Portfolio Update: BLUE FMI IBB…Update-1

Update-1… 2/22/17 Dow closed at a record 20,775.6 with energy the big loser, healthcare down 0.19% and NASDAQ flattish. Biotech stocks sold off with the IBB down 0.85% after hitting $296 near a 52 week high last Thursday. XBI was hit harder down 1.77% to $67.79. Large caps were mainly in the red except ALXN,BIIB […]

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Trump Biotech Rally: After Comey Sell-Off and Since Election

  Trump Biotech Rally-Have a Balanced Portfolio Everybody who invests in biotech knows there has been a Trump biotech rally since his election as you can see from the chart and data below. Many opinions and analysis were given for the rally.Some pundits say it is because the end of the grueling election has removed […]

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Rayno 2016 Life Science Portfolio Update…BLUE,IBB…Update-2

Update-1… See Caution 9/29 Update-2…See Rayno Biobeat for updates after Trump Rally. For overweighting biotechs in a portfolio consider XBI instead of IBB to get mid and small cap exposure. ——– Rayno Portfolio Outperforms the Market Biotech stocks are near their intermediate highs but still down in 2016 : IBB at $295 down 12.78% and […]

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FED Fear Factor Fades then Biotechs Rally: AMGN,IBB…Update-1 Bearish Reversal

Update-1… 9/13… Hard to Call Next Move: Macro and i Rates Rule The market was rattled at the opening with the IEA news on cuts in the demand forecast for crude which dropped 2.33%. Subsequently FED hike fears returned causing more volatility with stocks and significantly a major move up in the Ten Year Treasury Yield […]

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Biotechs Get a Turbo Boost from Biogen(BIIB)…Update-1 GILD

Update-1… Gilead Sciences (GILD) Sells Off on earnings Gilead Sciences (GILD) sold off over 4% after hours after releasing second quarter sales of $7.7B and earnings of $3.08/sh. Q2 profit forecast beat. The full year revenue forecast was also cut slightly by $1B to the $29,5B-$31.5B range. Pricing pressures continued on Hep-C drugs and new […]

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Biotech Rally Up 8% from Brexit Bottom: Rayno Biopharmaceutical Portfolio Update: July 11, 2016…Update-1

Update-1… 7/12/16 Dow and S&P Hit Record Highs, Awaiting Q2 Earnings-Risk Still On-Biotech Stocks Lag The market continued its post-BREXIT rally helped by low interest rates and WTI crude up 4.56% to $46.80. Gold eased off and the dollar was up. We are still rallying off last Friday’s job report and Alcoa (AA) earnings yesterday. […]

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Foundation Medicine (FMI): New Pick Added To Raygent Core Portfolio

Foundation Medicine (FMI) New Pick at $20.40 We have added Foundation Medicine (FMI) to our core portfolio because of their leadership position in pharmacogenomics and molecular medicine for cancer care. The Foundation One genomic profile helps physicians make treatment decisions for patients with cancer by identifying the molecular growth drivers of their cancers and helping oncologists […]

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BRexit Bottom for Biotech Creates Buying Opportunity…Update-2

Update-2 …6/30 after the close Biotech stocks rallied again for the third day but momentum ebbed. Large caps were mainly in the green led by Alexion Pharmaceuticals (ALXN), Roche Holding (RHHBY) and Gilead Sciences (GILD). Mid-caps were mixed and well below recent highs. All of our core portfolio picks were up. Look to the XBI […]

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Rayno Biopharmaceuticals 2016 Update: 4/14 All In the Green!

 Rayno Biopharmaceutical Picks For 2016 Focus is larger cap stocks that pay dividends with one speculative pick (BLUE). XBI is a potential trade for momentum but the IBB can be used for larger cap rebalancing. New picks will be added should technicals in the sector hold. Large cap update after Q1 earnings reports. See comments […]

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