Tag Archives | antibody-drug conjugates

Biotech Bear Market Update: Barely Bouncing Off the Bottom

Have we reached a tradeable bottom in the biotech bear market? Today’s tape showed good volume but gains faded late in session. NASDAQ up 0.35%         XLV up 0.88%-healthcare is the leading sector The biotech market bounced back early today in a broad rally then faded with the IBB up 0.625 % […]

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Biotech Stocks Snooze Through Today’s Rally Awaiting Earnings This Week: Large Cap Biopharmaceuticals… ABBV, AMGN, BIIB, BMY, CELG…Update-2

Earnings Updates-2… 1/29 Large Cap Biopharmaceuticals Valuation Models of Large Cap Biotech to be Updated Next Week IBB trying to bottom above $262 down 21.8% YTD Abbvie (ABBV) mixed Q4, maintains 2016 outlook of $4.90-$5.10;Q4 IMBRUVICA of $343M;Merck Hep-C competition coming. ABBV off 3.35%. Amgen (AMGN) beats raises 2016 forecast to $22-$22.5B, EPS $10.60-$11.00;2015 Revenues up […]

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J.P.Morgan Healthcare Conference #1: Investors Move into Life Science Stocks-Bouncing off the Bottom

J.P.Morgan Conference: Relief Rally in Life Science Stocks After Rough Start to 2016 Green screen day with improved macro and healthcare sector leading Who knew biotech stocks traded with energy? Over the next few days we will review themes and companies from presentations at the 34th Annual J.P.Morgan Healthcare Conference. Our initial focus will be […]

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Biotech Bear Market Rally on Hold: Lackluster Tape for Week One 2016…Update-1

Update-1… 3P EST –Biotechs Sink Further XBI Down 5%, IBB down 2.34% Green stocks are hard to find: GILD, HOLX, REGN Biotech Bear Market: Lackluster Tape Says Wait Until Next Week For Market Direction Year-End Rally Fizzles in New Year Biotech stocks (IBB) are off 5% from year-end 2015 highs and up only 6.73% from […]

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Biotech Winners 2015: Rayno Mid Caps Were Up 29.6%

Biotech Winners 2015: Rayno Mid-Cap Performance Rayno Biopharmaceutical Portfolios beat the bellwether IBB in 2015 . We previously reviewed the Rayno Small Cap Portfolio which was up 38.1% in Q4 2015  and the Mid-Caps also beat despite a big loss by Clovis Oncology after the FDA required more data on its lung cancer drug. The […]

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Bear Market Biotech Rally Is Tradeable…Update-1

Update after close 12/16…IBB up 2.25%, XBI up 4.45% Rayno Life Science Big Movers Rayno Biopharma ABBV up 2.2%,ALKS up 8.12%, BIIB up 3.52%, ARRY up 20.63 %, CRIS up 6.27%, FCSC up 5%, GERN up 4.42%,RXDX up 2.92% and SGEN up 4.93%. Rayno Dx and Tools ABAX up 2.57%, CPHD up 4.87%,GHDX up 2.87% […]

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Biotech Bear Market Trends #5: Update-3

Another Rally from FED minutes…except biotech 10/8/15 … BIOTECH-Another test near 2015 lows in early AM ; choppy downtrend but look for a bottoming process as market is turning up toward close: IBB at 306 down slightly after reversal XBI down 1.7% to 63.3 XLV now green 10/5  9 AM …Rally Should Continue for Third […]

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Biotech Bull Market: Trends to Watch #4

After the close 9/25…The bio-bubble has burst. XBI down 6.85%, IBB down 4.91%. Can healthcare sector recover? —– Bull Market Intact But Sentiment Has Turned Negative The severe 20%++ correction in the biotech sector is getting a lot of bearish commentary particularly after the Hilary “price gouging” Tweet. Here are the Five Trends in Biotech […]

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Roller Coaster Market Creates Biotech Buying Opportunity…Update-1

Update-1 August 19…  Dawg Days of August Biotech stocks remain weak with momentum plays hit the hardest. The IBB could test the recent bottom of 359 hit on reversal day last Friday and another low on August 7. There is strong support at this level so any multi-day breakdown would  break the upward trend channel. The more […]

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2015 Rayno Biopharmaceutical Stock Portfolio 10/12/15

Rayno Top Winners YTD 10/12/15 Fibrocell Science (FCSC) up 69% Clovis Oncology (CLVS) up 61.6% Regeneron (REGN) up 28.4% Seattle Genetics (SGEN) up 21.3% Gilead Sciences (GILD) up 5.6% —— Rayno Top Losers YTD Biogen Idec (BIIB) down 21.5%….down again today in pre-market Abbvie (ABBV) down 14.6% Alexion(ALXN) down 13.6% GlycoMimetics (GLYC) down 4.6% Vertex […]

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Biotech Bull Market Rolls On in a Volatile Q2 2015: XBI Up 12.4%

Dealmaking and Fast Money Fuel Biotechs Q2 2015 Review Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD. The XBI Biotech ETF continues to be the sector ETF leader up 12.41% compared to 5% for the […]

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Biotech Stocks Hit New Highs-Large Caps Lead The Way…Update-2 June 25

Update -2 … June 25… IBB off all time high of 379.97 SCOTUS opinion in favor of ACA (ObamaCare) is favorable to hospital stocks and positive for HC sector overall as we have assumed since 2010. The XLV Health Care Select SPDR ETF is up 11.25% YTD and 162.5% over five years. The bull market […]

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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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Rayno Biopharma Stocks at ASCO: ARRY, CLVS, RXDX

Biotech Indices Can’t Break Through Triple Top IBB at $365, XBI at $239 Red and green day Biotech stocks were mixed today with the major indices holding the flat line. However with all of the clinical data coming out of ASCO (American Society for Clinical Oncology) 2015 in Chicago, IL many “immuno-oncology” stocks were movers. […]

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Hot Biotech Sector: Mid-Caps Have Both M&A and Pipeline Premiums

Valuations Step-Up With More Deals  Prior to the acquisition of Pharmacyclics (PCYC) by Abbvie (ABBV) for $20B, the top price paid for an emerging biotech company was in the $10B range. Two additional companies among the mid-caps  were acquired in prior years: Cubist by Merck in December 2014 and Onyx by Amgen in 2013. M&A […]

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