Tag Archives | genomics personalized medicine

Biotechs Cruise onto Green Screen: July Looks Good…Updates

http://socialfirms.org.uk/news-3 Updates: 7/19 pm… Abbvie (ABBV) takes a 4.7% hit on Citron short seller call. Basis for call would be pressure from FDA and Scott Gottlieb concerning stalling by drug companies on biosimilars. Many reports cite biosimilar risk to blockbuster Humira. Merck succumbs to Trump pricing pressure with a minor Hep-C drug. Mid-caps mainly green, large caps […]

Continue Reading 0

Biotech Bull Market: ETFs and Life Science Mutual Funds 2018 YTD

click here Biotech Bull Market: Up 25.39% Over 2 Years With High Volatility  XBI Outperforms Up 12% YTD; FBT is Comparable, IBB lags. Three Funds did well in H1 2018 (7-9%). Biotech stocks peaked in July 2015 and reached a bottom on 10/31/16 gradually clawing their way back to a level about midway between the highs and lows […]

Continue Reading 0

Rayno BioBeat #4 2018: ASCO Biotech Momentum Continues with M&A Theme…Updates 6/29

http://oceanadesigns.net/envira/azul-imperial/ Momentous  Biotech for June Update 6/28…A nice broad rally on Friday included the large cap biotechs with the IBB up 1.73% to $109.82. Even Celgene (CELG) found buyers up 3.6% flirting with the $80 level. The big winner was Vertex (VRTX) up 15.16% to the $170 level on news that a rival Company Galapagos (GLPG) […]

Continue Reading 0

Rayno Life Science Portfolio Flash Update: Roche and FMI Merger; Update with XBI breakout

Rayno Life Science Portfolio FMI: Personalized Medicine for Oncology We are on vacation this week but need to update you on Roche (RHHBY) complete buyout of Foundation Medicine (FMI) one of our top picks in personalized medicine for oncology. FMI is up 28% to $136.50 in the pre-market. We added FMI to our top picks on […]

Continue Reading 0

Biotech Mid-Cap Momentum Leaders and Laggards…Update…gene editing

Update-1 Gene Editing stocks are hit hard by a STAT Report that edited cells may cause cancer. Here is a later summary from STAT. As of 2:45 PDT trading; CRSP down 12% at $60,  EDIT down 7.8% at $36.14. NTLA down 9.9% at $24.5. The report was published in Nature Medicine. After the close biotech […]

Continue Reading 0

ASCO 2018 Biotech Rally Part 2 : Traders Take Profits on Nice Gains…Updates

ASCO 2018 Rally Part 2: Traders Take Profits on Nice Gains Biotech Indices and ETFs Show Gains YTD: FBIOX up 8% YTD,  IBB up 3.13%, XBI up 9.34% The ASCO 2018 biotech rally was almost according to the script-nice gains leading up to the meeting followed by momentum easing from profit taking and digestion of news. […]

Continue Reading 0

ASCO 2018 Biotech Rally : Teetering at the Top But a Leading Sector

ASCO 2018 Biotech Rally: Biotechs, Techs, and Semis Lead Market Higher Mid-Caps show huge gains but with high volatility. FBT at 142.91, IBB lagging at $110.52, XBI leading at $97.77 IWC Micro-Cap ETF breaking out up 11% YTD. Healthcare (XLV) comes to life lately up over 2% YTD. As we predicted in early May Mid-Cap […]

Continue Reading 0

Biotech Stocks Underperform Market: CELG, EXEL, PBYI, XBI…Updates 5/11…Big Rally on Drug Pricing Speech

Trump Speech on Plan for Lower Drug Prices 5/11 After close. Biotech and healthcare stocks were broadly higher. Key words by HHS Secretary were “complex” and “will take time”; more updates tomorrow. General objectives appear to be to lower list prices and squeeze middlemen like PBMs, offer Part-D type discount with Part-B drugs and promote […]

Continue Reading 0

2018 Biotech Sector Watch on Earnings #2: ABBV, ALXN, BMY…Updates VRTX

Update 4/30… Vertex Pharmaceuticals (VRTX) Beat Consensus by 4% Financial Results: CF Revenues rose 33% Q’18 o Q’17 from $481M to $638M; GAAP net income down 15% ,$210M from $241M. Two Phase 3  triple combination clinical development programs are underway : VX-559 and VX-441 best for 2020 launch as well as pain and sickle cell R&D.  […]

Continue Reading 0

Rayno BioBeat 2018 #2: Biotech Deal Sparks Rally…Update-1

Update-1 …2/17/18 Good Week for Biotech: FBT up 6.29%, IBB up 4.44%, XBI up 6.26% Biotech stocks continued their strong recovery from the big sell-off in the prior week but about 3% under 2018 highs. Biotech ETFs tracked the QQQ up 5.68% for the week but biotech stocks are leaders YTD beating the S&P 500. […]

Continue Reading 0