by Raynovich Rod | Jul 19, 2017 | Biopharmaceuticals
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...
by Raynovich Rod | May 8, 2017 | Biopharmaceuticals
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...
by Raynovich Rod | Mar 29, 2017 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jul 21, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jan 3, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Aug 4, 2015 | Biopharmaceuticals
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%....
by Raynovich Rod | May 14, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | May 13, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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 Raynovich Rod | Jun 24, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Nov 29, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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)...