Tag Archives | HCV

J.P.Morgan Healthcare Conference: Picks and Trades… Updates GNMK

Update: GenMark (GNMK) Soars on Q4 and Full Year 2018 Results Revenues of $70.8M were 35% over 2017 Results Q4 Revenues were $19.4M an increase of 21% over prior year. ePlex Revenues for Q4 were 412.1M an increase of 110% over prior year. Loss per share was reduced from 26c per share to 21c per […]

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Biotech Stocks Hold After After Brief Sell-Off Last Week…Updates

Biotech Stocks Hold Despite Last Thursday’s Sell-Off All in the Technicals For Now, Large Caps Look Steady Biotech ETFs lost momentum last week but held near term support near the 20 Day moving average. Now that most  companies have reported we should not expect fundamentals to create volatility. Rather we may be stuck in a […]

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Large Cap Biopharmaceutical Performance 2018…Updates BMY CELG, XBI

1/7/19 After Close: Both BMY and CELG held today up over 3%. ==== Stay tuned Next Week for Updates from the J.P.Morgan Healthcare Conference 1/5/19 Friday’s broad-based biopharmaceutical rally boosts stocks out of a “Bear Market”which brought the XBI down 25% off highs to the  $64 level on December 24, 2018 and now at $75. […]

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2018 Biopharmaceutical Performance-Large Caps: Big winners were Merck and Vertex…Update- Rally Underway

11/16…TSRO Alert at $35, Up 32%, Company is for Sale 11/15p After Close…Traders: Rally is intact but needs another green day to confirm. Big mid-cap 4% movers today: AGIO ARNA (up 21.6%) ARRY CRSP LOXO NBIX ICPT SRPT  XNCR We added small positions over the past week in ABBV AMRN KPTI QQQ XLV and XBI as […]

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Biotech Momentum Lost Mired in Macro-Economic News Cycle: China, FED,Trade etc.

Biotech Momentum Lost Technical Breakdown: XBI Near April Bottom but XLV Looks Good Market Looking for Growth from Large Cap Earnings 10 year auction has tepid demand at Yield of 3.225%, NASDAQ at 7602 own 1.75% (Prices as of mid-day 1:30 p EDT) Biotech momentum losses were triggered by a reversal in investor psychology  because […]

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Rayno BioBeat #6: Biotech Sell-Off with Broad Market Concerns…Updates

Update 10/5/18 Very Weak Technicals after Biotech Sell-Off NASDAQ market closed off the lows down 1.16% at 7788. Biotech ETF IBB down 1.15% just above 3 month support of 116. Biotech ETF XBI down 1.51% at 90.45 broke downtrend line and May support at 92. More losers again but a several winners: e.g. BLUE,CRSP,IONS,RHHBY. Our […]

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Biotech Weakness but why Large Caps?…Updates

Update: 10:10a Tesaro (TSRO) Soars 15% to $38, short covering or bargain hunters? News item: expansion of Zejula Combo Trial in NSCLC ========= Biotech Weakness in Large Caps Mid-Caps Have Continued Strength The overall market recovered from an early sell-off but there was pronounced biotech weakness as well as in healthcare stocks one of the […]

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Rayno Biopharma Portfolio 2018 YTD: Performance Summary

9/10 Update: Long Tesaro (TSRO) We added small positions at $32 on August 21 and more on 9/7 at $35+. =============== Rayno Biopharma Performance 2018: YTD 8/4 Large Caps Begin to Outperform FBT Is the Best All Around Life Science Play up 19% YTD We have provided herein a summary of biopharma portfolio positions for […]

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Biotechs Sell-Off Last Week: Growth Disappointing or Just Profit Taking? …Updates

Update 7/30 at close- –Large Caps Outperform-Very Weak Tape NASDAQ continues slide down 1.39% Large Cap Leaders ABBV up 0.89%, BMY up 3.53%, CELG up 2.87%,MRK up 2%,REGN up 1.06%, VRTX up 1.35%. BIIB down 2.63%. Mid-Cap Red Screen:  ACAD down 4.08%, ALNY down 7.37%, BLUE down 4.46%, IMMU down 3.45%, NBIX down 7.68% IBB […]

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

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 […]

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