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.

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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Rayno Biopharmaceuticals Update 3/30-Stuck in a Trading Range with Upside Opportunities

Rayno Biopharmaceutical Portfolio Update- Biotechs with Upside Opportunity Caution No Rush to “Load Up” in a Bear Market Since Mid-January all of our previous portfolios were placed on hold and we recommended four new positions as long term holds. Here are initial prices and the current performance: Abbvie (ABBV) Started at $56.49 now at $56.96 […]

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Monday Movers in the Biotech Bear Market…ALNY, GILD, GWPH

Tuesday 12:45pm EDT Update on a red screen day: Healthcare sector lags down 1.6%, biotechs now being crushed IBB down 3.1%,XBI down 5%! ——– Look for Value +Growth Picks in a Biotech Bear Market Marijuana Strengthens Clinical Status Review our assumptions from previous posts: Biotech remains in a bear market so sector plays may not […]

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Biotech Stocks Get Traction But Still Lag Broader Market…Update-2…Rally Mode

Update-2… Broad Tradable Rally Continues 12:30 PM EST XBI leads IBB today up 4.2% vs 2.9%. XBI at $54 is now up 9.55% over 5 days and well off Feb. 11 bottom of $44. This is a broad rally today with most biotech stocks up  and the most speculative stocks are big movers. Check your holdings […]

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Large Cap Biopharma Winners and Losers 2015-16: Which Stocks Can Beat the ETFs?… Part 2

Rayno Large Cap Biopharmaceuticals…Part 2…A Stock pickers Market Time to Rebuild Your Portfolio: ABBV, BMY, GILD Below we have summarized selective metrics for large cap biopharmaceutical companies. We began the process of revising and rebalancing our portfolio after the J.P.Morgan Healthcare Conference. Here are some parameters to watch that should help in stock picking: Stock […]

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Biotech Bear Market Update: Barely Bouncing Off the Bottom

Have we reached a tradeable bottom in the biotech bear market? Today’s tape showed good volume but gains faded late in session. NASDAQ up 0.35%         XLV up 0.88%-healthcare is the leading sector The biotech market bounced back early today in a broad rally then faded with the IBB up 0.625 % […]

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Three Biotech Stocks To Buy Now: ABBV,BLUE,GILD…Update-2

2/5/16 …11:20 AM Biotechs Can’t Hold Gains …Drop Back Near 52 Week Lows Hit Wednesday IBB $261  XBI $48 Update-2 At Close 2/4/16…Nice Rally But Off Earlier Highs-Very Stock Specific A nice snap-back rally with a lot of green screen across the board. A tradeable rally but we need follow-through next week. Your favorite stock […]

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Large Cap Biopharmaceuticals Winners and Losers 2015-16: Which Stocks Can Outperform the ETFs in 2016?… Part 1

Where is the Growth Potential in Large Cap Biopharmaceutical Companies? Caution: Risk Aversion Remains High Investing in biotech stocks ain’t getting easier. The sector is underperforming the market by 16% YTD, sentiment has been burned by concerns about drug pricing and even the spectre of a FED rate rise, with potentially less available equity funding, […]

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Biotech Rally Underway After Hitting 52 Week Low Today…Update-After Close

Can the Reversal Hold? IBB Rockets up 2.75% to 285.49 after hitting 52 week low today at 268.52. XBI up 4.22% to $55.09. Notable movers: Large caps: ABBV, ALXN, AMGN, REGN; BIIB down 0.19%, GILD lagging up only 0.72%. Mid-caps all green: ALKS,CLVS,SGEN,VRTX. All Rayno Small caps recover: CRIS,GERN,GLYC etc. ————- Green Screen Across the […]

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Valuation Models for Large Cap Biopharma Stocks in a Bear Market

 Valuation Models for Large Cap Biopharma Stocks Can Robust Drug Pipelines Deliver Future EPS Growth? This is a follow-up of our post on 1/8/16 Large Cap Biopharmaceuticals which looks at valuation models and stock performance of selected companies after the J.P.Morgan Healthcare Conference and then again after 2015 earnings reports over the next few weeks. Which […]

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