Tag Archives: Biotech ETF’s

Rayno Life Science Update: A Little Profit Taking With Sector Up 30% YTD

Rayno Biopharma Portfolio We are still cautious on adding new biotech positions except stocks that were mentioned last month (see Alkermes ALKS, Array ARRY and Achillion ACHN). Many biotech MO stocks are well off their highs. All positions remain as HOLDS unless you want to raise a little cash.  Albany Molecular (AMRI) is up 5%, […]

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Rayno Biopharmaceutical Portfolio Performance- After Sell-Off 2/26/13

 Caution-Follow Technicals-Potential for Macro Risk Off The Life Science sector is about 2% off highs of February 1 and has formed a double top from October 5 highs. In recent posts we urged caution as some MO stocks had blow-off tops (ALXN,MDVN, REGN) and the IBB and XBI were unable to reach new highs with […]

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Biotech Bull Market: Are ETFs Better Than Mutual Funds?

Biotech ETF’s Slightly Outperform Life Science Mutual Funds There has been an ongoing debate in the media on the performance of ETFs compared to actively managed funds so we have compared the performance in a hot sector like biotech which is entering its 5th year of a bull market. The NYSE Arca Biotech Index is […]

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Fidelity Biotech Fund (FBIOX) up 7.9% YTD Outperforms Major ETFs

Managed Healthcare Mutual Funds Starting To OutPerform ETFs Earlier this year we wrote an article on Investor Uprising comparing returns on biotech funds and major ETFs. At the time ETF’s were outperforming managed mutual funds. Now as we enter the strong quarter for small cap and biotech Fidelity Select Biotech (FBIOX) has pulled ahead of […]

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Healthcare Stocks up-Market absorbs Reform

Healthcare and biotech stocks were up today as expected following passage of the historic reform bill. Although there is a considerable amount of work to be done in enabling the historic legislation, uncertainty has been removed and the market can play it out. Many analysts and economists previously have forecasted upside potential for pharmaceutical, biotechnology […]

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Medivation Chills Biotech Sector

Medivation (MDVN) released disappointing Phase III results for its Alzheimer drug, known as dimebon, saying that the drug was ineffective in treating cognitive decline or behavioral disorders. The stock plunged 67% to 13 as of midday trading on Wednesday. In a joint release Medivation and its partner Pfizer (PFE) said its two Phase III trials […]

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