Tag Archives | genetic sequencing

Biotech Sector Leads Market Early in 2017 Despite Uncertainties…Update

Update at Close…April 18 Biopharma takes a step back Healthcare stocks were top loser down 0.93%. Biotechs were hit hard today with many high fliers selling off. Large caps were all down with Regeneron (REGN) the big loser down 1.98%. The IBB was down 1% at $287.67 breaking the $290 technical level not seen since […]

Continue Reading 0

Biotech in a Doldrums: Rallies Interrupted by Geopolitics, Trump Agenda and Flight to Safety

Biotech Doldrums: Nothing to Entice Buyers Trump Agenda for Tax Reform and Deregulation Stalls Geopolitical News Curbs Market Sentiment Recent geopolitical news has created a backdrop that has discouraged investors in biotech who were already risk averse from drug pricing issues. There has been little momentum since mid-March with choppy sluggish trading. Drug stocks have […]

Continue Reading 0

Rayno Biopharma Portfolio Update: BLUE FMI IBB…Update-1

Update-1… 2/22/17 Dow closed at a record 20,775.6 with energy the big loser, healthcare down 0.19% and NASDAQ flattish. Biotech stocks sold off with the IBB down 0.85% after hitting $296 near a 52 week high last Thursday. XBI was hit harder down 1.77% to $67.79. Large caps were mainly in the red except ALXN,BIIB […]

Continue Reading 2

2017 J.P.Morgan Healthcare Conference Notes #1: Investors Buy Selective Biotech Stocks-ILMN, INCY, REGN,RDUS

Wet Stormy Weather in San Francisco-A New Indicator for a Good Year Ahead? About 8000+ investors, entrepreneurs and life science Company executives piled into the Westin St. Francis for the Annual J.P.Morgan Healthcare Conference and maybe 10k+ others at several other surrounding hotel venues to hear the latest updates on new products, deals and financial […]

Continue Reading 0

Life Science Sector Review: Diagnostics and Tools Update

Life Science Sector: What’s Going On With Dx and Tools Stocks? We dropped coverage of Life Science diagnostics and tools stocks in January 2016 just after the severe market correction began. Of course the downdraft opened up great values in several stocks.We have reviewed selected stocks in the sector with the idea that more opportunities […]

Continue Reading 0

Biotech Bear Market Looking For Relief From Q3 Large Cap Growth…Update-3

Update-3… 10/28 9:30 am… No Relief From Earnings- Biotech Stocks Get Crushed By More Pricing Commentary on Earnings Calls Amgen (AMGN) down 11% on pipeline, revenue growth, Enbrel pricing concerns despite beat. Softer pricing environment from McKesson (MCK). All large caps are red except Alexion (ALXN) up 1.83%. Abbvie (ABBV) down 6% on revenue miss;Humira […]

Continue Reading 0

BIO Investor Forum 2016 #1: Translating Microbiome Research Into Treatments

Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from bacteria in your gut. We are not talking about faecal transplant therapy (FMT) […]

Continue Reading 0

Illumina (ILMN) Misses Revenue Forecast Causing Collateral Damage to Biotechs

Update-1 Biotechs Sinking Again …IBB down 2.48%, ILMN down another 2% Related sequencing stocks: FMI down 1.75%, PACB flat at $8.40 Illumina (ILMN) Shares Crash on Revenue Miss Illumina (ILMN) shares crashed 25% to $139, after a warning on third quarter sales . The global leader in DNA sequencing systems warned that revenues missed forecast and would […]

Continue Reading 0

Rayno 2016 Life Science Portfolio Update…BLUE,IBB…Update-2

Update-1… See Caution 9/29 Update-2…See Rayno Biobeat for updates after Trump Rally. For overweighting biotechs in a portfolio consider XBI instead of IBB to get mid and small cap exposure. ——– Rayno Portfolio Outperforms the Market Biotech stocks are near their intermediate highs but still down in 2016 : IBB at $295 down 12.78% and […]

Continue Reading 0

Large Cap Biopharmaceutical Metrics: Valuation Models for Future Growth

Large Cap Biopharmaceutical Valuation Models Can Biotech Growth Re-accelerate in Q4? We reviewed large cap biotech stocks on July 3 just after the BREXIT bottom but prior to Q2 earnings and on May 8 after Q1 earnings. Here is data that offer comparisons of the core large cap holdings in the sector and their future […]

Continue Reading 0