Update after close 7/13: Health Care draft bill appears to have stabilized biotech despite opposition. ETFs end in green but XLV is flat. More analysis is coming tomorrow. ========= It’s Vacation Time We are out on vaca until Monday the 17th. Here are some updates as of 11:15a Thursday: Biotechs are weak today falling below […]
Big Biotech Gains for Stocks in First Half Rayno Life Science Picks Top Winners YTD: Foundation Medicine (FMI) up 124.6%, bluebird bio (BLUE) up 70.26%, XBI up 20.9%. Large cap winners since inception: Abbvie (ABBV) and Roche ADR (RHHBY). 6/27 Take some profits on XBI at $78. XBI is our top ETF pick. XLV SPDR […]
Tech Wreck Part 2? Or Just Profit Taking. Sector Rotation Away from Large Cap Growth (QQQ) to Value (XLF) Volatility Returns Tech and biotech stocks were hit from sector rotation with the NASDAQ down 2.18 % to and the QQQ down 2% to $136.75 as of mid-day trading. This is the second hit in June […]
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 […]
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 […]
CAR-T Therapies on Solid Tumors Here is an excellent summary by BIOtechNow Editors on the application of CAR-T (Chimeric Antigen Receptor) T-Cell therapies on solid tumors. Up until now CAR-T shows great promise against blood cancers but challenges remain for solid tumors. Here are some of the major companies engaged in CAR-T: Bellicum Pharmaceuticals (BLCM), […]
6/27/17 Red Screen Day: Sell-Off in Biotechs Possibly Due to Senate Delay in Healthcare Vote IBB down 1.54% at $314.80. Momentum stocks are weak; NASDAQ down 1.2%. Take profits on XBI trade at $78 range after 34% move YTD. Allow time for arm twisting by Republicans after JY 4. ======== Biotech Breakout Continues with Larger […]
Market Update 12n 6/20: Biotechs Continue to Rally IBB up 1.87% to $305.50; XBI up 1.93% to $75.60 As we have covered biotech ETFs in the past the XBI is one of our core positions for aggressive investors. It outperforms because of equally weighted positions where a big move in several mid or small caps […]
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 […]
June 15-Update 2 after close…Biotechs Down with Techs-Red Screen Day Very few winners today: IBB down 0.77%, XBI down 1.36% to $71.55 near 52 week high of $73. ABBV near new highs at $70.60, BLUE up 24.7% for past month. EPZM soars 17% on EZH2 inhibitor, RXDX up 5.8% continues run on NTRK inhibitor. Trump Executive […]
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Rod Raynovich is the founder of Raygent Associates, a management consulting firm providing business development and strategic marketing services in the life science and medical device area. He publishes his thoughts and analysis on the biotech industry at www.raygent.com.