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...
by Raynovich Rod | May 31, 2016 | Biopharmaceuticals
Update June 1… After Close Biotech Holds…Uh oh CNBC is talking about biotech. IBB 281.18, XBI 58.18 This stealth rally has been going steady for two weeks but now CNBC and its “Fast Money” show are talking up biotech so is this a jinx? And...
by Raynovich Rod | May 27, 2016 | Biopharmaceuticals
Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The...
by Raynovich Rod | May 24, 2016 | Biopharmaceuticals
Update-1 “Growthier” market move sparked by housing data-new home sales jump 16.6% A broad rally today surprised many traders. Technology was a leader up 2% followed by healthcare up 1.49%. US new single family home sales hit an 8 year high a sign of...
by Raynovich Rod | May 16, 2016 | Biopharmaceuticals
Update: M&A will come back– Pfizer (PFE) buys Anacor (ANAC) for $5.2B. Now you see why inversions are not good for biotech stocks as PFE had to give up reverse merger and go for growth. Last three posts are still on the mark. The 4% move today in XBI...
by Raynovich Rod | May 11, 2016 | Biopharmaceuticals
Will try to post by weekend. Thank you for reading. IBB down 3% to 256. 5/11/16
by Raynovich Rod | May 8, 2016 | Biopharmaceuticals
Large Cap Biopharma Winners and Losers -Looking for Product Growth We will sift through these metrics and new product news over the coming months to find value in these names. Most should be considered “Market Performers” with some added safety if they...
by Raynovich Rod | May 4, 2016 | Biopharmaceuticals
Update-1 May 5 …Biotechs Stable Today…IBB up 0.45%, XBI down 0.53% Regeneron Pharmaceuticals (REGN) up 4.74% on sales growth,but missed on EPS. Regeneron (REGN) raised 2016 sales estimates for Eyelea(R) to a 20-25% increase based on Q1 sales of $781M....
by Raynovich Rod | Apr 29, 2016 | Biopharmaceuticals
Update-1 May 2 Biotechs Stop Slide…IBB up 1.12%…Green Screen Day Healthcare Stocks Regain Footing… XLV up 0.57% Biotech stocks moved up after a five day swoon but are still flat after one month. Most large caps were green with decent gains in...
by Raynovich Rod | Apr 28, 2016 | Biopharmaceuticals
Immuno-Oncology: Sweet Spot in a Biotech Bear Market We will continue to track large cap biopharma Q1 earnings looking for value+growth ideas. The financial metrics will be tracked as we did in our original post, “Large Cap Winners and Losers” on February...