Biotech Recap: Rally Continues with Strong Tape…Update-1

Update-1 2/16… Profit Taking Day-Momentum Eases IBB,XBI down ~0.65% Large caps mixed: AMGN,GILD,MRK,RHHBY in green; REGN down 2.86%. Alexion (ALXN) down 1.22% on earnings and guidance. Misses on Revs but up 18.5%. Mid Caps in the red: GWPH down 2%; ICPT down 2.26%, RDUS down 6%.Big  Movers Up on News: Agios (AGIO) up 8%, Esperion (ESPR) […]

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Large Cap Biopharmaceuticals:Update on Financial Metrics

Top Biopharmaceutical Stocks : Performance and Financial Metrics after 2016 Earnings We have updated the comparison of eight large cap biopharma stocks post 2016 earnings for the period ending 2/10/17. Keep in mind that in January 2016 there was a severe correction with stocks dropping 25-30% with lows being hit in mid-February 2016. But the […]

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Rayno Biobeat 2017 #1: Biotech Rally Driven By M&A

Update-1… 1:45p EST Biotech Rally Biogen (BIIB) looking good in here at $275+, up 4.2% over five days, down 2.7% YTD. IBB and XBI slight gains. ======== Biotech Rally Takes Levels to January Top IBB up 1% to $284.56, up 7.2% YTD XBI up 1.79% to $67.07, up 13.3% YTD, a new high for 2017 […]

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More Drug Pricing Headwinds for Biotech Just as Tape Improves: Update-1 M&A Uptick

Update 2/8/17 12N EST Biotech Stocks Perk Up on M&A Rumors PARP Inhibitor stocks- Clovis Oncology (CLVS) up 3%, Tesaro (TSRO) up 12.5%. IBB and XBI flattish. EXEL up 2.7%. INCY up 1.78%. GWPH up 3.9%. Also Foundation Medicine (FMI) is up over 10% to $24 with no news. GILD down 9.7% to $66: maybe […]

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Large Cap Biopharma: January’17 Update-2

2/6/17 1 PM EST Mid-Caps Outperform in 2017 We will update the metrics and performance of “Large Cap Biopharma” after earnings from Gilead Sciences (GILD) and Regeneron (REGN) tomorrow. The XBI is up 11% YTD. The IBB is up 6.3% YTD. Merck (MRK) leads all large cap biotechs up 9.5% YTD. Among mid-caps Incyte (INCY) […]

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Biotech Blahs Worsened By Political Distractions…Updates

Update: 1/31/17 Biotechs rallying in midday trading afterTrump meeting. Looks like a good time to add positions like CELG IBB and XBI. Mid-Caps are strong-ALNY TSRO SGEN. Dx and Tools- DHR TMO good earnings. Update: After Close 5P 1/30/17 IBB down 1.35%, XBI down 1.73%, NAZ down 0.83% An associate reminded me that “sentiment” may […]

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Notes from J.P.Morgan Conference 2017: Sequencing (NGS) Moves to Toward Clinical Diagnostic Solutions

Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in oncology, rare diseases transplant medicine and NIPT. Gene sequencing (NGS) can lead to a better understanding of the molecular basis of disease and personalize diagnostics and […]

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Trump Twitter Hangover Keeps Biotech Stocks Down: Update-1

Update-1…1/24/17…Bit of a Rally Leaves Out Healthcare Stocks Markets rallied a bit today but biotech and drug stocks remain stalled by the Trump triggered bashing two weeks ago. Moreover traders are back to nibbling at the infrastructure theme with materials up 2.3% and energy up 1.09%. Large cap drug stock earnings are coming later this […]

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2017 J.P.Morgan Healthcare Conference: Large Cap Biotechs Compared to 2016

Large Cap Biopharma Stock Performance YoY from J.P.Morgan Conference The market recovered slightly today from yesterday’s “Trump storm” attacking drug prices. The IBB rose 0.36% and the XBI rose 1.56% . The healthcare sector overall was flat. Selected stocks that continued their upward trend from earlier this week are: Array Biopharma (ARRY) up 7.3%  -Five […]

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J.P. Morgan Healthcare Conference Notes #2: Sun is Out but Trump Storm Hits Biotech Stocks

Biotech Rally Snuffed Out Again By Tough Trump Talk  on Drug Pricing  Any market optimism from the Conference about new product pipelines, M&A and “read-outs” on clinical data was chilled by Trump’s idea to let Medicare negotiate for better drug prices a perennial idea by DEMs in previous years. During the Trump news conference at […]

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