Crude Stabilizes then Biotech Turns Green: Stay Tuned But Cautious

Biotech Stocks Off  Lows Tracking Crude and Energy sector… 11.45 a EST Can healthcare stocks uncouple from energy and macro? Individual biotech stocks look very tradable with green catching up with red. But biotech stocks defy fundamental analysis with current random hourly volatility.  IBB up 0.12% off bottom of $254 XBI up 0.20% XLE up […]

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Biotech Stocks Lag Today’s Rally: S&P 500 Erases February Losses But Still Down 4.4% YTD…Update-1

2/23 After Close—Energy Rout Burns Biotech Stocks and NASDAQ The red screen dominated except few winners like ZIOPHARM Oncology (ZIOP) up 13.95% on a publication regarding gene editing. Another gene editing stock and recent IPO Editas Medicine (EDIT) was up 4.63% to $22.62. Large cap biopharma joined the sell-off and Fidelity Select Biotechnology Portfolio (FBIOX) […]

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Large Cap Biopharma Winners and Losers 2015-16: Which Stocks Can Beat the ETFs?… Part 2

Rayno Large Cap Biopharmaceuticals…Part 2…A Stock pickers Market Time to Rebuild Your Portfolio: ABBV, BMY, GILD Below we have summarized selective metrics for large cap biopharmaceutical companies. We began the process of revising and rebalancing our portfolio after the J.P.Morgan Healthcare Conference. Here are some parameters to watch that should help in stock picking: Stock […]

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Biotech Bear Market Update: Barely Bouncing Off the Bottom

Have we reached a tradeable bottom in the biotech bear market? Today’s tape showed good volume but gains faded late in session. NASDAQ up 0.35%         XLV up 0.88%-healthcare is the leading sector The biotech market bounced back early today in a broad rally then faded with the IBB up 0.625 % […]

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Three Biotech Stocks To Buy Now: ABBV,BLUE,GILD…Update-2

2/5/16 …11:20 AM Biotechs Can’t Hold Gains …Drop Back Near 52 Week Lows Hit Wednesday IBB $261  XBI $48 Update-2 At Close 2/4/16…Nice Rally But Off Earlier Highs-Very Stock Specific A nice snap-back rally with a lot of green screen across the board. A tradeable rally but we need follow-through next week. Your favorite stock […]

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Large Cap Biopharmaceuticals Winners and Losers 2015-16: Which Stocks Can Outperform the ETFs in 2016?… Part 1

Where is the Growth Potential in Large Cap Biopharmaceutical Companies? Caution: Risk Aversion Remains High Investing in biotech stocks ain’t getting easier. The sector is underperforming the market by 16% YTD, sentiment has been burned by concerns about drug pricing and even the spectre of a FED rate rise, with potentially less available equity funding, […]

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Rayno Dx and Tools: Abbott (ABT) Buys Alere (ALR) For $5.8B Expanding Point-of-Care Diagnostics Platforms

Abbott Laboratories Acquires Alere (ALR) -Stock Soars 45% At Market Opening Alere Product Line Offers Synergies and Boosts Global Diagnostics Presence 2015 Revenues of Alere Are Estimated in $2.5B Range So Deal is About 2.3X Sales Alere (ALR) has a broad-based product line in rapid point-of-care diagnostics with tests for infectious disease such as influenza […]

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Biotech Stocks Snooze Through Today’s Rally Awaiting Earnings This Week: Large Cap Biopharmaceuticals… ABBV, AMGN, BIIB, BMY, CELG…Update-2

Earnings Updates-2… 1/29 Large Cap Biopharmaceuticals Valuation Models of Large Cap Biotech to be Updated Next Week IBB trying to bottom above $262 down 21.8% YTD Abbvie (ABBV) mixed Q4, maintains 2016 outlook of $4.90-$5.10;Q4 IMBRUVICA of $343M;Merck Hep-C competition coming. ABBV off 3.35%. Amgen (AMGN) beats raises 2016 forecast to $22-$22.5B, EPS $10.60-$11.00;2015 Revenues up […]

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West Coast El Nino Update: Storms Stronger to North and Central Sierras in Heart of California Ski Country..Update-2–High and Dry

2/25/16 El Nino is busted for SoCal. Storms for Central and SoCal pushed out till March 8-10. High pressure blocking pattern for CA. Spring is here in February! 2/13/15 No Major Storms on Horizon-Possible Showers in San Francisco Next Week Look for for major precipitation by end of month but for now the High Pressure […]

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Biotech Rally Underway After Hitting 52 Week Low Today…Update-After Close

Can the Reversal Hold? IBB Rockets up 2.75% to 285.49 after hitting 52 week low today at 268.52. XBI up 4.22% to $55.09. Notable movers: Large caps: ABBV, ALXN, AMGN, REGN; BIIB down 0.19%, GILD lagging up only 0.72%. Mid-caps all green: ALKS,CLVS,SGEN,VRTX. All Rayno Small caps recover: CRIS,GERN,GLYC etc. ————- Green Screen Across the […]

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Valuation Models for Large Cap Biopharma Stocks in a Bear Market

 Valuation Models for Large Cap Biopharma Stocks Can Robust Drug Pipelines Deliver Future EPS Growth? This is a follow-up of our post on 1/8/16 Large Cap Biopharmaceuticals which looks at valuation models and stock performance of selected companies after the J.P.Morgan Healthcare Conference and then again after 2015 earnings reports over the next few weeks. Which […]

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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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Can Large Cap Biopharmaceutical Stocks Outperform in 2016?

 Large Cap Biopharmaceutical Stock Valuations After Correction We previously summarized the Rayno Mid and Small Cap Portfolios for 2015, a good year despite the correction. With this post we summarized selected Sales and Earnings metrics (Source finviz.com) of important large cap biotech stocks for the purpose of analysis after the J.P. Morgan Healthcare Conference and […]

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Biotech Bear Market Rally on Hold: Lackluster Tape for Week One 2016…Update-1

Update-1… 3P EST –Biotechs Sink Further XBI Down 5%, IBB down 2.34% Green stocks are hard to find: GILD, HOLX, REGN Biotech Bear Market: Lackluster Tape Says Wait Until Next Week For Market Direction Year-End Rally Fizzles in New Year Biotech stocks (IBB) are off 5% from year-end 2015 highs and up only 6.73% from […]

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