Tag Archives | HCV

Biotech Sell-Off on Abbvie (ABBV) Deal With Express Scripts: GILD Down 13%..Update

Large Cap Biopharmaceuticals Broadly Down 2-3% Gilead (GILD) Down 14% on Pricing Concerns. Abbvie (ABBV) is down 1% to $67. We need to stay cautious to see if pricing concerns remain an issue for large cap biotechs in 2015. Market in general was up today but energy, healthcare and materials were in the red. Overall […]

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BIO Investor Forum Oct. 7-8, 2014: #1 How Fragile is the Biotech Rally?

Five Year Bull Market in Biotech  We attended the Bio Investor Forum in San Francisco this week and it was well attended with over 600 participants and over 120 companies presenting. Attendees included VCs , investors, industry executives, bankers, and media. The Bio Investor Forum is one of the best meetings for current issues and […]

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Biotech Rally Update… up 12.9% in 30 Days: ACHN, CLDX, FBT, KPTI

Rayno Biopharmaceutical Stocks- Including New Picks Another great day for biotech with most Rayno stocks in a rally mode with a bit of profit taking on Gilead Sciences(GILD) down 1%. Notable movers up on our core picks are: Alkermes (ALKS), Amgen (AMGN), Ariad (ARIA), Regeneron (REGN) and Vertex (VRTX).Our top small cap pick Achillion (ACHN) […]

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Look For Biotech Rally Today Sparked By Merck $3.9B Acquisition of Idenix… Update-1

Update-1…. 45 Minutes Before the Close 6/9…Risk On Biotech stocks soared today right at the open after news of $3.9B Idenix deal news was out. The XBI was up 5.4% on good volume. The XBI is more equal weighted and sensitive to mid and small cap stock moves.The PBE another more speculative ETF was up 7.5%. […]

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Rayno Dx and Tools 2014 YTD After OCT. Correction: ABAX EXAS ILMN

Update 11/24/14   Clinical Diagnostics and Tools Stocks Review Performance YTD and compared to 11/13 YTD Top winners YTD are: EXAS 104%, ILMN 71.4%, ABAX 36.8% Top Losers YTD are: NSTG 16.6%, RGDX 54%, VRML 30.9% but all were good trades. IWM at $117.4 See Performance Data Below ———————-Previous post——— April Sell-Off Hit Diagnostic Small […]

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