by Raynovich Rod | Jul 5, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jul 3, 2016 | Biopharmaceuticals
Biopharmaceutical Valuations Look Attractive Sector Poised for Rebound by Year End This is a continuing review of large cap biopharmaceutical valuation metrics to determine which companies can deliver growth from their broad pipelines. The biotech sector has...
by Raynovich Rod | Jun 29, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jun 22, 2016 | Biopharmaceuticals
6/26…Until the emotion of BRexit subsides there is little to do with trading biotechnology stocks. We need to first see if US healthcare stocks can stabilize so look at XLV which was down 2.94% on Friday to $69.29. Support is at the March 17 low of $66.30. After...
by Raynovich Rod | Jun 17, 2016 | Biopharmaceuticals
Monday June 20… Update 4:30p EDT…BRexit relief rally Biotech stocks pretty much tracked the NASDAQ rally today slowly selling off as the day wore on. The more volatile XBI was still up 1.56% for the day beating the sluggish IBB up 0.91%. The healthcare...
by Raynovich Rod | Jun 15, 2016 | Biopharmaceuticals
Healthcare Affordability Creates a Trust Gap Super Session -Seeking Healthcare Sustainability and the Economic Role of Drugs Consumers are becoming more distrustful of the government because of healthcare affordability. Recently politicians have focused on...
by Raynovich Rod | Jun 14, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
BIO International 2016 : “Imagine Who You will Meet” was an Appropriate Theme Healthcare Disruption Is Creating Reform BIO 2016 was an excellent meeting as usual because of the opportunity to hear thought leaders, policy makers, scientists and make...
by Raynovich Rod | Jun 10, 2016 | Biopharmaceuticals, Macro
Update-1 After Close 6/10/16 –Biotech Rally Fizzles in Broad Sell-Off The market continued to sell off during the day with only a little bounce off the lows. The material and energy sectors got hit hard down 2.4 and 1.6% respectively but weakness was across the...
by Raynovich Rod | Jun 5, 2016 | Biopharmaceuticals
Pre-ASCO rally-Three Weeks of gains= 8-15% Every year the ASCO Meeting excites investors because of clinical data being presented on a huge pipeline of oncology products. High expectations have already delivered an ASCO rally so now can the actual clinical data...
by Raynovich Rod | Jun 3, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
BIO International Conference-Trends in the Biotechnology Industry We will be attending BIO International Convention in San Francisco next week and will provide news updates on relevant topics such as Personalized Medicine, biopharma drug policy and pricing, and next...