Large Cap Biopharmaceuticals: Performance and Metric Update Part I

Large Cap Biopharmaceuticals 2018 Performance after J.P.Morgan Healthcare Conference  Here is an update of Large Cap Biopharmaceuticals Performance over the past 12 months. These numbers will be updated after all 2017 financials have been reported. Note that the IBB is a good pick for Large Cap Biopharma up ~20% YoY. Only ABBV (a Rayno pick) beat […]

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2018 J.P.Morgan Healthcare Conference #5: Companies to Watch

J.Morgan Healthcare Conference: Companies to Watch We are still reviewing 2018 J.P.Morgan Healthcare presentations for inclusion in our portfolio but here are two longer term opportunities to track for milestones and growth: Accelerate Diagnostics and Denali Therapeutics. Accelerate Diagnostics (AXDX). Accelerate is an emerging in vitro diagnostic company providing solutions for serious infections . The […]

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2018 J.P.Morgan Healthcare Conference #4 Notes from Panel: Key Trends in Diagnostics and Lifesciences

Key Trends in Diagnostics and Lifesciences: Promise, Reality Reimbursement Panel Moderator: Ken Bahk, Three Lake Partners. Panelists- Nathan Ledeboer, Medical College of Wisconsin,Victoria Pratt, Indiana University School of Medicine, Nick Papadopolous, Johns Hopkins School of Medicine. Here are some takeaways from the session that covers novel tests, clinical diagnostic reimbursement and CPT codes(no slides were […]

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2018 J.P.Morgan Healthcare Conference #3: ABBV and BMY…Update

Sluggish Early Trading in Biotech Tracks NASDAQ Down 0.14%% Promising Year for M&A and Tax Cuts Improving Bottom Line There is a little follow-on to Tuesday’s rally bringing prices for major ETFs above where they were last week. The biotech screen reverted to flat/green where it was on Monday.There were a few big winners that […]

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2018 J.P.Morgan Healthcare Conference #2: Digital Health Session Notes

2018 Digital Health Panel: Is Digital Health at an Inflection Point? A packed session in the Colonial Room at the J.P.Morgan Healthcare Conference heard a panel of scientists, investors and entrepreneurs moderated by Lloyd B.Minor M.D., Dean, Carl and Elizabeth Naumann Stanford University School of Medicine (we hope to add panel members’ names later), discuss […]

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2018 J.P.Morgan Healthcare Conference Day One Notes: Weak Start Despite Positive Updates

Weak Start for Biotech Stocks on 1/8/18-Red Screen Day Positive Updates on BIIB CELG GILD etc Biotech ETFs Firm Up about 1.5% Tuesday AM  JPMorgan Healthcare Conference Biotech stocks abruptly sold off at the market open yesterday with the XBI down 2% to the $85.31 level and the IBB down 1.33% to $108.37. Apparently the 9000 […]

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Biotech ETFs vs Active Funds: Fidelity Biotech Fund Outperforms the IBB…Update

Biotech ETF Performance Updates as of 4/11/18 YTD FBT First Trust NYSE Arca Biotech ETF is the leader in 2018. FBT up 7.45% Top Five Holdings are: AVXS, NKTR, XON, AGIO, TECH. The holdings are quite different than the large cap weighted FBIOX and IBB. XBI up 3.75% at $90.3; top holdings BIVV, ARRY,JUNO, LOXO, […]

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Rayno Biopharma Portfolio 2017 Summary Performance…Updates

2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB if you are bullish on biotech. XBI remains a top ETF pick but given weak […]

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Biotech Bounce “Ignyted” By Roche Deal

Biotech Bounce Ignited By Roche (RHHBY) Buy of Ignyta (RXDX) NASDAQ Flat at 6953 Healthcare sector weak down 0.43%. as of 1 PM  EST Trading Biotech stocks escaped the doldrums today ignited by Roche (RHHBY) acquisition of Ignyta, Inc. (RXDX) for $1.7B in an all cash transaction. The stock soared 71%. Ignyta is focused on […]

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What’s Up With Diagnostics and Tools Stocks? Big Winners Are In Personalized Medicine- FMI, ILMN

Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for future clinical applications and biopharma R&D. We haven’t updated our Clinical Diagnostics and Tools Portfolio since the severe […]

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