Slower Growth in Diagnostics Stocks Except for NexGen Sequencing and Molecular

New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing  sales and earnings growth vs forecasts. Rayno Clinical Diagnostics Portfolio Update We initiated coverage of Clinical Diagnostic and Life Science Tools stocks in […]

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Biotech ETF Trending Shows Shift To Speculative Stocks: XBI

Updated 6/10 Biotech ETFs lag overall in 1.4% rally. Materials, financials and technology lead. Large cap biotechs doing well. Rayno portfolio winners today: ALXN, BIIB, GILD, RHHBY etc Rapid Fire Re-Balancing of ETFs into More Speculative Names Is the Tail Wagging the Dog? We have published a number of reports on Life Science ETFs (2/4/15) in […]

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ASCO Rally Fades But Spec Stocks Rock: FCSC,RXDX

ASCO Week in Review- Rayno Biopharmaceutical Stocks The market action over the past week focused on speculative stocks rather than the overall biopharmaceutical sector. Major ETFs over five days were mixed with the smaller cap XBI up over 1%, the IBB flat and the FBT trailed  down 0.7%. Many of the oncology stocks with anticipated […]

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ASCO 2015 Biotech Movers Day Two: FCSC, JUNO, RXDX

Update-1 BLUE Drops 1.96% and 1.77% After Hours 6/3 In the bubbly CAR-T world bluebird bio (BLUE) and Celgene announced a deal for   for development of product candidates for B-cell maturation antigen (BMCA) utilizing bluebird bios’s gene therapy technology to modify a patient’s own T-Cells to target cancer cells. A $25M up-front payment was made but […]

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