Tag Archives: biotech portfolios and ETFs

Rayno Life Science: Trading Notes End of August

As we move into a heavier trading period watch your portfolio for changes as volume picks up. Here are some of our long term portfolio winners where you can take profits: Exact Sciences (EXAS) short squeeze took it to $22. Illumina (ILMN) triple to at $180. Here are a few laggard stocks with bullish momentum: […]

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Biotech Rally Update… up 12.9% in 30 Days: ACHN, CLDX, FBT, KPTI

Rayno Biopharmaceutical Stocks- Including New Picks Another great day for biotech with most Rayno stocks in a rally mode with a bit of profit taking on Gilead Sciences(GILD) down 1%. Notable movers up on our core picks are: Alkermes (ALKS), Amgen (AMGN), Ariad (ARIA), Regeneron (REGN) and Vertex (VRTX).Our top small cap pick Achillion (ACHN) […]

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August Rally Fading-Buyers On Hold in Light Summer Trading:Top Pick FBT

Large Caps Rule Macro and Seasonal Risks Create a Choppy Market The August biotech rally has taken us to the midpoint of the February top and May bottom and is faltering. Look at the XBI SPDR S&P biotech ETF (XBI), a proxy for momentum and smaller cap trading, up 8.7% over 30 days despite a […]

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Buy Mid and Small Cap Biotech Stocks For A 4th Quarter Rally..Update 8/20

Update 8/20/14     IWM at $115, NASDAQ at 4528 Rayno Focus Stocks Achillion (ACHN) at 52 week high up 204% YTD and 48 % over 30 days. Gilead (GILD) new all time high at $101.36. Rayno Large Cap Biopharmaceuticals Portfolio (ALXN, AMGN, BIIB, FBT, GILD, REGN,RHHBY)  up 24.3% YTD. A coincident rally in IWM […]

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Biopharmaceutical Stocks Take 2% Hit- Underperform Market in July

Biotech Stocks Take a 2+% Hit-Risk Off Again Bull Market Intact But Expect Choppy Summer Tape As of our previous portfolio review we are 15-20% cash and overweight large caps. The sell-off on July 31 hit all biotech stocks.However all major ETFs are up YTD with our recommended large cap weighted FBT up 17% YTD. […]

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Rayno DX and Tools Mid Year Review and AACC Update: ABAX, ILMN, HOLX, TMO.. Update-2

Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests in development and currently marketed as LDTs . Presumably LDT tests will be allowed to remain on the market. Potential intermediate term impact […]

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