Archive | 2009-2017 Life Science Portfolios

Biotech Bull Market Update: Five Year Performance for Life Science Funds and ETFs

Biotech Bull Market: XBI is leader for 2017 and Over Five Years The FBT First Trust Arca Outperformed Up 157% Over Five Years In 2016 the Sector Underperformed After the 2015 Downdraft Here is our July 2013 review of several top Life Science Funds and ETFs . Over five years below we have updated the performance* of […]

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Biotech Snapshot on a Rally Day…Update-2

8/10 Red Screen in the Morning We cautioned on XBI at $78 on 7/31 and today it broke through support at $75 to $74.70. ======= 8/9 Update After Close: A Bit of Caution after Trump’s “Fire and Fury” Talk Investors are holding off as global risks rise but biotech and healthcare holds July bottom (XBI $75-76) […]

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J.P.Morgan Conference #2: Red Screen Distracts Biotech Investors…Update

Green Screen Alert Market Update…IBB up 4% today erasing most of Wednesday’s Losses but we are still down 13.86% for the five day period. Nasdaq rallied 1.97%. Rayno Biopharma top winners: ABBV up 6.56%, ALXN up 5.93%, AMGN up 5.29%,BIIB up 4.98%, REGN up 4.25%,RXDX up 8.96%, SGEN up 2.26% and VRTX up 5.75%. Most […]

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J.P.Morgan Healthcare Conference #1: Investors Move into Life Science Stocks-Bouncing off the Bottom

J.P.Morgan Conference: Relief Rally in Life Science Stocks After Rough Start to 2016 Green screen day with improved macro and healthcare sector leading Who knew biotech stocks traded with energy? Over the next few days we will review themes and companies from presentations at the 34th Annual J.P.Morgan Healthcare Conference. Our initial focus will be […]

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Biotech Rally Gains Momentum…Update-1

Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI  up 1.92%,  XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable Rayno Dx and Tools Winners Cepheid (CPHD) up 6.45%, Illumina (ILMN) […]

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Rayno Life Science Stocks: Be An Investor Not A Trader…Update-1

Update-1 …After 1.94% NASDAQ Sell-Off All three market indices got crushed today with a downdraft attributed to ending of QE, rising i rates in 2015, a rising dollar and just plain profit taking. A 3.8% hit on Apple (AAPL) did not help support the QQQ which also holds many large cap biotech stocks.The healthcare sector […]

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FED Finesse-Steady As She Goes-Large Cap Biotechs Near Highs Update -1 PBYI

Taper Lite With Zero Interest Rates The big FED Meeting with the Bernanke farewell concluded with “taper lite”, optimism on the economy and continued low inflation. The FED decision to roll back its economic stimulus was welcomed by investors boosting the S&P by 1.7% to a record 1810 and NASDAQ up 1.2%. Low interest rate […]

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Fidelity Select Biotechnology Fund (FBIOX) Outperforms Biotech ETFs YTD

Life Science Sector at or Near YTD and All Time Highs Fidelity Fund (FBIOX) Outperform ETFs Over the past 3 years we reviewed how ETFs complement a biotechnology  investment strategy and compared three of the largest and most liquid : FBT, IBB and XBI (see the articles below and our comprehensive article from May 2011). […]

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Politics Curb Further Market Gains-Short Term Caution

No matter what your political persuasion you should know that your dysfunctional government may weaken the economy and damage your portfolio. Jim McTague in his Sep 23 Barron’s column, The GOP’s Threat to Investors, provides the scenario whereby he says…” Ben Bernanke never underestimates the ability of Congress to blow up the economy. Neither should […]

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Money Talks, Stocks Run, Don’t Walk and Biotech is Up 1.4% Update 1 ASTX up 23%

M&A Moves Down the Food Chain: Otsuka to Buy Astex for ~$900M Astex Pharmaceuticals (ASTX $8.22) has been on our focus list since 12/27/11 at $1.63 and today the stock is up 23% on buy-out news as Otsuka seeks cancer drug pipeline. Coming soon, a comparison of mid-cap biopharma stocks. Astex (ASTX) is the 7th Company […]

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