Tag Archives | genomics personalized medicine

Biotech Bear Market: Can Diversified Healthcare Funds Beat ETFS?…Part-1

Biotech Bear Market: XLV —A Large Cap Healthcare ETF Outperforms We have compared the performance of top mutual funds in the past and thought it would be interesting to see what happens in a bear market which began in September of 2015. Our last review was in February of 2015 when the bull market was in full swing. […]

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Healthcare Stocks Lead on a Lackluster Day…Update-1… Biotech Rally Continues

Update 4/6/16 Biotech Rally Picks Up Momentum Today IBB up 4.5%,XBI up 5% Speculative stocks lead the way: BLUE up 10%, VRX up 16.6% ——–Risk on mode continues——— Healthcare Sector Leads the Market  Lagging healthcare and biotech stocks found buyers today.The healthcare SPDR ETF (XLV) was up 1.05% to $69.38 as investors were probably seeking […]

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Rayno Biopharmaceuticals: New Buy Idea- Roche plc (RHBBY)

Roche/Genentech Has a Strong Pipeline in Diagnostics and Therapeutics to Drive Moderate Growth in 2016 New Stock Pick: Roche Holding (OTCQX:RHHBY) $30.36 Over the past 3 months we recommended several new buys for the Rayno Biopharma Portfolio emphasizing moderate growth, relative safety and dividend plays. Three large cap biopharma stocks were previous picks: Abbvie (ABBV), […]

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Monday Movers in the Biotech Bear Market…ALNY, GILD, GWPH

Tuesday 12:45pm EDT Update on a red screen day: Healthcare sector lags down 1.6%, biotechs now being crushed IBB down 3.1%,XBI down 5%! ——– Look for Value +Growth Picks in a Biotech Bear Market Marijuana Strengthens Clinical Status Review our assumptions from previous posts: Biotech remains in a bear market so sector plays may not […]

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Large Cap Biopharmaceuticals Winners and Losers 2015-16: Which Stocks Can Outperform the ETFs in 2016?… Part 1

Where is the Growth Potential in Large Cap Biopharmaceutical Companies? Caution: Risk Aversion Remains High Investing in biotech stocks ain’t getting easier. The sector is underperforming the market by 16% YTD, sentiment has been burned by concerns about drug pricing and even the spectre of a FED rate rise, with potentially less available equity funding, […]

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Rayno Dx and Tools: Abbott (ABT) Buys Alere (ALR) For $5.8B Expanding Point-of-Care Diagnostics Platforms

Abbott Laboratories Acquires Alere (ALR) -Stock Soars 45% At Market Opening Alere Product Line Offers Synergies and Boosts Global Diagnostics Presence 2015 Revenues of Alere Are Estimated in $2.5B Range So Deal is About 2.3X Sales Alere (ALR) has a broad-based product line in rapid point-of-care diagnostics with tests for infectious disease such as influenza […]

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Biotech Bear Market Rally on Hold: Lackluster Tape for Week One 2016…Update-1

Update-1… 3P EST –Biotechs Sink Further XBI Down 5%, IBB down 2.34% Green stocks are hard to find: GILD, HOLX, REGN Biotech Bear Market: Lackluster Tape Says Wait Until Next Week For Market Direction Year-End Rally Fizzles in New Year Biotech stocks (IBB) are off 5% from year-end 2015 highs and up only 6.73% from […]

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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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2015 Life Science Sector Review As Biopharma Rally Fades

Biopharma Rally On Hold This is not a good week for trading. Portfolio managers are re-jiggering positions so you may not see the trends correctly. Today there was much more red than green.Many biotech stocks started rallying off the bottom in October then again around December 11. There are many cross currents in the market […]

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Healthcare Stocks Will be Under Fire in 2016; Biotech Rally Needs Help…Update-2

Tradeable Intermediate Bottom Today  12:36P… 12/15 GILD 102.8,IBB 331 Update at Close Update…Sunday 12/13/15…Grim Outlook…Risk Off The market sunk further Friday afternoon after 3p for a NASDAQ close at 4933 off 2.33% (up 4.17% YTD) for the day.Biotech ETFS were hit even harder with the IBB down 2.89% (up 5.45% YTD) and the XBI down […]

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Biotech Rally Gains Momentum…Update-1

Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI  up 1.92%,  XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable Rayno Dx and Tools Winners Cepheid (CPHD) up 6.45%, Illumina (ILMN) […]

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Biotech Rally Underway Trying to Overcome Gloomy Macro Data…Update-1

Update 11/16 PM Biotech Rally Underperforms Energy up 2.99% and Telecom up 1.81% The S&P and Dow rallied past Paris attack and terrorism concerns after an early morning stall. Biotechs underperformed weighed down by the Clovis Oncology (CLVS) NDA delay. The IBB was up 0.39% in a choppy session. Among the losers were mid-caps awaiting […]

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Rayno Tools and Molecular Diagnostics: Looking For Value

Looking for Value in a Slow Growth Market Life Science stocks took a big hit over the past summer and many have not fully recovered.The important metric to watch is sales growth because many of the smaller cap companies are still lagging in earnings growth so the PE tells you very little. The major technology […]

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Choppy Action Today in Biotech Stocks But Buyers Are Out There…Update-1

October 21  Update 9:45a EDT NASDAQ up 0.4% IBB up 1.57% 1:45p EDT Biotech Thrashing Continues-High Fliers Hit Hardest Healthcare stocks remain under attack with the XLV down 1.5% and the IBB down 1.6%.Healthcare is the sector loser down 2% while the Industrials are up slightly. Large cap Biogen (BIIB) is still up 2.5% after […]

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BIO Investor Forum 2015 Next Week…Update

10/21 I will be posting articles from the Meeting later this week and next week. 2015 Bio Investor Forum October 20-21, 2015 We will be attending the Bio Investor Forum 2015 in San Francisco next week. Various panels will cover important biotherapy topics such as oncology trends, precision medicine and full genome analysis and valuation […]

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