Failed Biotech Rally: Latest Biotech Earnings Don’t Help…ALXN AMGN CELG GILD…Update-1

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 Celgene (CELG) and Regeneron (REGN). A good time to average down in Gilead […]

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Immuno-Oncology: New Products Provide Growth and Value: ABBV BMY

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 16 near the 2016 bottom for the sector. We put in a buy […]

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Biotech Bear Market: Can Diversified Healthcare Funds Beat ETFS?…Part-1

Biotech Bear Market: XLV —A Large Cap Healthcare ETF Outperforms We have compared the performance of top mutual funds in the past and thought it would be interesting to see what happens in a bear market which began in September of 2015. Our last review was in February of 2015 when the bull market was in full swing. […]

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Biotech Recovery Rally: Steady as She Goes-Biogen Rallies on Earnings…Update-1

Expect Modest Rally in Biotechs Through Q1 Earnings As of mid-day trading 1P EDT with flat NASDAQ Update at close: biotechs held onto gains despite a mild sell-off for the Dow and S&P with NASDAQ flat. Biogen (BIIB) gained a tad more up 5.16%. From here we’d like to see more rotation into healthcare and […]

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Rayno Biopharmaceuticals 2016 Update: 4/14 All In the Green!

 Rayno Biopharmaceutical Picks For 2016 Focus is larger cap stocks that pay dividends with one speculative pick (BLUE). XBI is a potential trade for momentum but the IBB can be used for larger cap rebalancing. New picks will be added should technicals in the sector hold. Large cap update after Q1 earnings reports. See comments […]

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Biotech Rally Fizzles: Needs Help from M&A

Biotech Rally Loses Momentum But Still Up for the Week IBB up 3.37 % , XBI up 5.04% , XLV up 0.77% this week. Investors took profits today despite all of the media focus and renewed excitement for the long term potential of new blockbuster drugs. The rally began Wednesday with the news that the […]

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Healthcare Stocks Lead on a Lackluster Day…Update-1… Biotech Rally Continues

Update 4/6/16 Biotech Rally Picks Up Momentum Today IBB up 4.5%,XBI up 5% Speculative stocks lead the way: BLUE up 10%, VRX up 16.6% ——–Risk on mode continues——— Healthcare Sector Leads the Market  Lagging healthcare and biotech stocks found buyers today.The healthcare SPDR ETF (XLV) was up 1.05% to $69.38 as investors were probably seeking […]

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Rayno Biopharmaceuticals: New Buy Idea- Roche plc (RHBBY)

Roche/Genentech Has a Strong Pipeline in Diagnostics and Therapeutics to Drive Moderate Growth in 2016 New Stock Pick: Roche Holding (OTCQX:RHHBY) $30.36 Over the past 3 months we recommended several new buys for the Rayno Biopharma Portfolio emphasizing moderate growth, relative safety and dividend plays. Three large cap biopharma stocks were previous picks: Abbvie (ABBV), […]

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Rayno Biopharmaceuticals Update 3/30-Stuck in a Trading Range with Upside Opportunities

Rayno Biopharmaceutical Portfolio Update- Biotechs with Upside Opportunity Caution No Rush to “Load Up” in a Bear Market Since Mid-January all of our previous portfolios were placed on hold and we recommended four new positions as long term holds. Here are initial prices and the current performance: Abbvie (ABBV) Started at $56.49 now at $56.96 […]

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Busted Biotechs Week ending 3/18/16: The Only Good News Could Be Holding the February Bottom…Update 3/22

3/22/16…Update Biotech Rally Enters Fourth Day-Green Screen XBI up 7.34% Over Five Days to $52.49 Our new picks were up today: ABBV,BLUE, BMY,GILD. But Gilead Sciences (GILD) was down after hours as Merck (MRK) HCV patents were found valid in dispute. A jury will decide how much Gilead owes to Merck. Busted Biotechs are Still […]

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Monday Movers in the Biotech Bear Market…ALNY, GILD, GWPH

Tuesday 12:45pm EDT Update on a red screen day: Healthcare sector lags down 1.6%, biotechs now being crushed IBB down 3.1%,XBI down 5%! ——– Look for Value +Growth Picks in a Biotech Bear Market Marijuana Strengthens Clinical Status Review our assumptions from previous posts: Biotech remains in a bear market so sector plays may not […]

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Biotech Bear Market Rally is Fading…

Biotech Bear Market Rally is Fading but Traders Are Favored Long Term Concerns on Drug Pricing Remain The biotech sector is still lagging other sectors in 2016 down 20.93% with the IBB compared to the S&P 500 (SPY) down only 2.19%. The IBB rallied over the past week in what looked like a major move up […]

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Biotech Stocks Get Traction But Still Lag Broader Market…Update-2…Rally Mode

Update-2… Broad Tradable Rally Continues 12:30 PM EST XBI leads IBB today up 4.2% vs 2.9%. XBI at $54 is now up 9.55% over 5 days and well off Feb. 11 bottom of $44. This is a broad rally today with most biotech stocks up  and the most speculative stocks are big movers. Check your holdings […]

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Can El Nino Finally Save the West Coast Winter? Yes!

Update-1… 3/4/16 20-40 inches this weekend: Mammoth Mountain Snowman Report ——- Breakdown of High Pressure Ridge Will Bring Storms Next Week Over the past two weeks El Nino has gotten no respect despite assurances from  NOAA forecasters that El Nino is still in effect and predicted through much of 2016; but a transition to ENSO […]

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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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