Tag Archives | cystic fibrosis

ACA: Uncertainty Remains After Healthcare Bill Failure But Stocks Get a Second Wind…Update-1

Update-1… JY 19…Biotech and Healthcare Stocks Continue to Rally IBB breaks through top to $322.92 up 21.68% YTD; XBI up 1.34% today 35.4% YTD; XLV up 17.6% YTD. Rayno Life Science top winners YTD: ABBV up 18.19%, AMGN up 22.6%, BLUE up 55% YTD, FMI up 114.7%, RHHBY up 12.86%. All beating the S&P. BMY […]

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Large Cap Biopharmaceutical Valuations: Q1 2017

May 8, 2017  Large Cap Biopharma Valuations After Q1 Earnings Large cap biopharmaceutical stocks are about 3-4% off their 2017 highs but have been losing momentum. Here is a quick review of the valuation metrics: Best stock performance YTD are REGN up 15.3%, AMGN up 11.5% and ABBV up 5.73%.  The large cap focused IBB […]

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Vertex (VRTX) Soars on Clinical Data and Boosts Biotech Stocks…Updates

Update…3/31/17 Performance %: March and YTD FBT  -0.83, +15.87 FBIOX  -2.43, +15.79  * Fidelity ahead of IBB in 2017 IBB   -3.05,+10.5 QQQ +1.04, +11.73 XBI   -2.82, +17.15 XLV   -1.9, +7.86 Notable Rayno Portfolio Picks %: March and YTD ABBV  +2.9,  +4.08 AMGN  -8.95, +12.22 BLUE  +7,  +47.33 FMI +13.85  +82.2 HOLX  +3.18, […]

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Biotechs Get a Turbo Boost from Biogen(BIIB)…Update-1 GILD

Update-1… Gilead Sciences (GILD) Sells Off on earnings Gilead Sciences (GILD) sold off over 4% after hours after releasing second quarter sales of $7.7B and earnings of $3.08/sh. Q2 profit forecast beat. The full year revenue forecast was also cut slightly by $1B to the $29,5B-$31.5B range. Pricing pressures continued on Hep-C drugs and new […]

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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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Biotech Stocks Eke Out a Rally: Regeneron (REGN) Soars…Update-1 Caution

August 6…Rally Fails: Sell-Off Underway 11:24A EDT The sell-off in biotech began at the opening and continues two hours later. The speculative smaller cap Exchange Traded Fund XBI is down 3%. There is a red screen across the board with many high fliers down 4%. The IBB is down 2.5%. 1:45 P EDT Go back to […]

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Rayno Life Science Stocks Move Higher: CLVS, RHHBY-ASCO Preview

Rayno Biopharmaceutical Stocks– ASCO Plays or Not Large Caps Rule Clovis Oncology (CLVS) up 16.7%, 79% YTD to $100 level! Several data CLVS Presentations for ASCO including two oral and six posters for non-small cell lung cancer and ovarian cancer. Also with a valuation of only $3.4B and three platform products in the pipeline including companion […]

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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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Vertex (VRTX) Soars 42% On Cystic Fibrosis Breakthrough Update-1

Data To Be Submitted in Q4 For Approval Two Phase III studies with combination drug showed clinically significant improvements in lung function Rayno Life Science Pick and Deja Vu Trade Last April at the same BIO Conference we wrote about Phase II data from Vertex when biopharmaceutical stocks got a‘Turbo Boost “from Vertex.The stock soared 58% […]

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Biotechnology Sector Closes Month At New Highs Up 5%: BIIB, IBB,VRTX

Biotechnology Stocks Hits New Highs After A Choppy 60 Days Biotechnology stocks eked out small gains today taking the liquid $4.4B  market cap ETF (IBB) to new highs at $225 up 5.58% for the week and 5.94% for the month of November.The $1B market cap ETF (XBI $130.49) also did well making a comeback up […]

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