Archive | 2018 Rayno Biopharmaceuticals Portfolio

here We have dropped new buys from the Rayno Biopharmaceuticals Portfolio for 2018 (see below).  We have entered a potentially a new bear market for biotechnology stocks since the recent top of 8/30/18 and severe correction of October 2018. Large cap biotech stocks that pay dividends are stabilizing. We need to hold recent October bottoms in the XBI and IJR, two ETFs that correlate with biotech stock performance.

Bull Case for Biotech Remains Elusive-Trade Carefully

buy Lyrica online cheap Bull Case for Biotech Still Clouded by Macro- Especially China Trade Deal Technicals Remain Weak: IWM, IJR, XBI with Choppy Bottoming Process  Large Caps Can Offer Value Assuming Healthcare Remains Leader In our previous posts we felt that momentum for biotech stocks was mired in the mud of macro events.Trade fears and apparent sensitivity to […]

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Biotech Bear Market: But It Is Time to Start Trading…11/9 Updates on Rally

http://ninacrews.com/wp-json/oembed/1.0/embed?url=http://ninacrews.com/2015/12/new-look-nina-crews-childrens-books/ Update at Close 11/9/18 Remain Cautious as Rally Fails The NASDAQ down 1.6% and Russell 2000 down 1.8%, sold off killing hopes of a continued Post-Election rally. The biotech sector is for experienced traders only. The healthcare still looks good overall with the XLV down only 0.29% at $92.95. The XBI was crushed again down […]

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Rayno Biopharma Portfolio 2018 YTD: Performance Summary

9/10 Update: Long Tesaro (TSRO) We added small positions at $32 on August 21 and more on 9/7 at $35+. =============== Rayno Biopharma Performance 2018: YTD 8/4 Large Caps Begin to Outperform FBT Is the Best All Around Life Science Play up 19% YTD We have provided herein a summary of biopharma portfolio positions for […]

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Biotechs Sell-Off Last Week: Growth Disappointing or Just Profit Taking? …Updates

Update 7/30 at close- –Large Caps Outperform-Very Weak Tape NASDAQ continues slide down 1.39% Large Cap Leaders ABBV up 0.89%, BMY up 3.53%, CELG up 2.87%,MRK up 2%,REGN up 1.06%, VRTX up 1.35%. BIIB down 2.63%. Mid-Cap Red Screen:  ACAD down 4.08%, ALNY down 7.37%, BLUE down 4.46%, IMMU down 3.45%, NBIX down 7.68% IBB […]

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Biotech Momentum Is Boosted by Biogen’s Alzheimer Disease Drug Results

Biotech Momentum Boosted by Biogen’s Experimental Drug Biogen Has an Interesting  Pipeline of Medicines for Serious Neurological Diseases Broad Biotech Rally-Green Screen Day- Even Large Caps Biotech momentum picked up on Friday after a brief sell-off in late June. Rally is just short of hitting new 2018 highs in the sector. Biotech stocks  rallied with […]

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Biotech Bull Market: ETFs and Life Science Mutual Funds 2018 YTD

Biotech Bull Market: Up 25.39% Over 2 Years With High Volatility  XBI Outperforms Up 12% YTD; FBT is Comparable, IBB lags. Three Funds did well in H1 2018 (7-9%). Biotech stocks peaked in July 2015 and reached a bottom on 10/31/16 gradually clawing their way back to a level about midway between the highs and lows […]

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Rayno BioBeat #4 2018: ASCO Biotech Momentum Continues with M&A Theme…Updates 6/29

Momentous  Biotech for June Update 6/28…A nice broad rally on Friday included the large cap biotechs with the IBB up 1.73% to $109.82. Even Celgene (CELG) found buyers up 3.6% flirting with the $80 level. The big winner was Vertex (VRTX) up 15.16% to the $170 level on news that a rival Company Galapagos (GLPG) […]

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ASCO 2018 Biotech Rally : Teetering at the Top But a Leading Sector

ASCO 2018 Biotech Rally: Biotechs, Techs, and Semis Lead Market Higher Mid-Caps show huge gains but with high volatility. FBT at 142.91, IBB lagging at $110.52, XBI leading at $97.77 IWC Micro-Cap ETF breaking out up 11% YTD. Healthcare (XLV) comes to life lately up over 2% YTD. As we predicted in early May Mid-Cap […]

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Biotech Mid-Caps: The Momentum Trade is Back FMI, LOXO,XBI etc

Biotech Mid-Caps- Momentum Trade is Back ASCO Abstracts Provide Clinical Updates But as of 2 P EDT Stocks Are Being Hit By Profit Taking XBI at $92.39 Biotech mid-caps had a good week ending 5/18 as tracked by the top performing XBI which was up 2%  and over 10% in 2018 YTD. The large cap […]

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Biotechs Soar After Big Trump Drug Price Speech- Mid-Caps Should Outperform…Updates

Update: 5/17…Mini-Rally Continues With Help From ASCO Abstracts XBI hits $93.78 above April highs, up 5.32% over 5 days, 10.5% YTD. IBB at April highs at $107.59, up 3.62% over 5 days, up 0.77% YTD Many Mid-Caps are hot: BLUE, CRSP, EXEL, FOLD, LGND, LOXO. See our list below. Gene editing stocks move up: CLLS, […]

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