Tag Archives | genomics personalized medicine

Notes from BIO 2015 #1 Recap and Biotechnology Trends-M&A, Precision Medicine

Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings were excellent opportunities for networking and dealmaking as usual. We attended several of the sessions and […]

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Biotech Stocks Hit New Highs-Large Caps Lead The Way…Update-2 June 25

Update -2 … June 25… IBB off all time high of 379.97 SCOTUS opinion in favor of ACA (ObamaCare) is favorable to hospital stocks and positive for HC sector overall as we have assumed since 2010. The XLV Health Care Select SPDR ETF is up 11.25% YTD and 162.5% over five years. The bull market […]

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Slower Growth in Diagnostics Stocks Except for NexGen Sequencing and Molecular

New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing  sales and earnings growth vs forecasts. Rayno Clinical Diagnostics Portfolio Update We initiated coverage of Clinical Diagnostic and Life Science Tools stocks in […]

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Biotech ETF Trending Shows Shift To Speculative Stocks: XBI

Updated 6/10 Biotech ETFs lag overall in 1.4% rally. Materials, financials and technology lead. Large cap biotechs doing well. Rayno portfolio winners today: ALXN, BIIB, GILD, RHHBY etc Rapid Fire Re-Balancing of ETFs into More Speculative Names Is the Tail Wagging the Dog? We have published a number of reports on Life Science ETFs (2/4/15) in […]

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Regulatory News for Rare Disease Products-Hot Stocks: BLUE,ICPT,SRPT …Updates

Update-2 uniQure up on deal with BMY (CURE) Cardiovascular Deal with Bristol Myers (BMY) The closing of the uniQure deal with Bristol Myers triggered a $50M payment. Three collaboration targets in cardiovascular and future areas. The stock is up 81% YTD but off its high of $35.50. Update-1 See Chart below of Emerging Orphan drug […]

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