JPMorgan Conference Notes #2: Biotech Stocks Surge to New Highs Then Sell Off on Energy/Materials Weakness

FBT up 2.4% to $108 then drifts back to 107; NASDAQ flat 4661 DOW bounced around in 425 point range. Mixed market among biotech stocks after NASDAQ  and S&P sell off; momentum eases. Mid-cap immuno-oncology stocks : down AGIO, BLUE, EPZM, SGEN.; up CLVS, INCY, MDVN. Rayno Life Science Movers: Pharmacyclics (PCYC) up 16% to […]

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JPMorgan Healthcare Conference Notes #1: Sequencing Picks Romp-FMI

Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous  monitoring of tumor specific information and molecular alterations All of our sequencing picks were up  1/12 on Roche equity deal to support oncology with personalized medicine development. Two other […]

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Rayno Life Science Movers on a 3% Up Day

Life Science Stocks Up For the Year Biotech stocks resumed their upward move near all time highs in FBT and XBI.We will review many of the stocks in our portfolios at the JPMorgan Conference next week. Motif Summary Rayno Large  Cap Biopharma up 36.4% over one year Alexion (ALXN) up 5.6% Amgen (AMGN) up 3.49% […]

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2015 Biotech Stock Preview: Rhythms of the “PermaBull”

2015: Another Good Year Unless “Something Happens” Life Science stocks had another big year in 2014 up 48% tracking gains for the overall healthcare sector up 35%. Over 10 years the return is 300%! The move up was not a straight line as there were  two major corrections in April 2014 after the Q1 “bio-bubble” […]

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Biotechs Avoid Harsh Sell-Off: Many Stocks in the Green

XLE off 4%, NASDAQ Off 1.57%, Biotech Mainly In The Green After Close: Financials and Materials also hit hard down over 2% Biotech stocks remain a safe harbor in a stormy market freaked out by the energy free-fall. Most major biotech ETFs are up FBT,XBI but the IBB was a little volatile eventually off 0.16%.KITE […]

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