Archive | Rayno Life Science Portfolio

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

cheap generic prednisone 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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2018 J.P.Morgan Healthcare Conference #4 Notes from Panel: Key Trends in Diagnostics and Lifesciences

watch Key Trends in Diagnostics and Lifesciences: Promise, Reality Reimbursement Panel Moderator: Ken Bahk, Three Lake Partners. Panelists- Nathan Ledeboer, Medical College of Wisconsin,Victoria Pratt, Indiana University School of Medicine, Nick Papadopolous, Johns Hopkins School of Medicine. Here are some takeaways from the session that covers novel tests, clinical diagnostic reimbursement and CPT codes(no slides were […]

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2018 J.P.Morgan Healthcare Conference #2: Digital Health Session Notes

go to site 2018 Digital Health Panel: Is Digital Health at an Inflection Point? A packed session in the Colonial Room at the J.P.Morgan Healthcare Conference heard a panel of scientists, investors and entrepreneurs moderated by Lloyd B.Minor M.D., Dean, Carl and Elizabeth Naumann Stanford University School of Medicine (we hope to add panel members’ names later), discuss […]

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Rayno Biopharma Portfolio 2017 Summary Performance…Updates

2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB if you are bullish on biotech. XBI remains a top ETF pick but given weak […]

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What’s Up With Diagnostics and Tools Stocks? Big Winners Are In Personalized Medicine- FMI, ILMN

Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for future clinical applications and biopharma R&D. We haven’t updated our Clinical Diagnostics and Tools Portfolio since the severe […]

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Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech

Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector since early 2016 when life science stocks abruptly sold off. We have focused on biotech ETFs and Biopharmaceuticals because the upside looked more promising due to […]

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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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BIO International Convention 2017 Update #3: Genomics and Future of Personalized Medicine

Genomics and the Future of Personalized Medicine and Diagnostics Description of Track The opening plenary of the Personalized Medicine & Diagnostics Track will feature J. Craig Venter, Founder, Chairman and Chief Executive Officer of the J. Craig Venter Institute, a not-for-profit, research organization with approximately 250 scientists and staff dedicated to human, microbial, plant, synthetic […]

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BIO International Convention 2017 Updates #2-BIG Data Drives Precision Medicine

 Big Data Provides Pathway to Precision Medicine Description of Track Speaker Atul Butte, MD,Ph.D. Director, UCSF Institute for Computational Health Sciences The remarkable ascent of Big Data for example from biomedical imaging, next generation sequencing and adjacent technologies that deliver a multiplicity of heterogeneous data has been a tremendous boon for basic biomedical research and […]

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Rayno Life Science Portfolio 2017

Update-1 6/27/17 With the XBI up 34% YTD at $79.34, take a little off for future trades. ===== Rayno Life Science Portfolio 2017 YTD 6/15 Top winners YTD: BLUE up 78.9%,FMI up 121.5%,RHHBY up 13%, ABBV up 12.7%. Top Losers YTD: GILD down 9.5%, BMY down 7%. XBI up 20.9%, our top pick for aggressive […]

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