Tag Archives | HCV

Biotech Investors Stung By Drug Pricing Flap…Update-1

Update-1… IBB Trying to hold the $280 line after media bashing of EpiPen Pricing- now they have a generic EpiPen for half the price! Biotech outflows are a concern (-$184M) Gilead Sciences (GILD) down 2.89% on new potential competition from GlaxoSmithK (GSK) HIV double therapy drug with cost savings. Choppy market in biotech with red screen […]

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Large Cap Biopharmaceutical Metrics: Valuation Models for Future Growth

Large Cap Biopharmaceutical Valuation Models Can Biotech Growth Re-accelerate in Q4? We reviewed large cap biotech stocks on July 3 just after the BREXIT bottom but prior to Q2 earnings and on May 8 after Q1 earnings. Here is data that offer comparisons of the core large cap holdings in the sector and their future […]

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Biotech Stocks Strike a Bullish Tone: BLUE, IBB, REGN, SGEN…Update-2

Bullish Tone-Large Cap Biopharmaceutical Earnings Updates 8/5 Regeneron (REGN) shares fell another 2.4% to $423 despite a jump of 23% on Eylea sales to $832M compared to $655 M in the prior-year quarter. Higher expenses cut profitability as GAAP income was up only 1%.Financial results were reported at the close on Wednesday. Full year growth […]

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Biotechs Get a Turbo Boost from Biogen(BIIB)…Update-1 GILD

Update-1… Gilead Sciences (GILD) Sells Off on earnings Gilead Sciences (GILD) sold off over 4% after hours after releasing second quarter sales of $7.7B and earnings of $3.08/sh. Q2 profit forecast beat. The full year revenue forecast was also cut slightly by $1B to the $29,5B-$31.5B range. Pricing pressures continued on Hep-C drugs and new […]

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BRexit Bottom for Biotech Creates Buying Opportunity…Update-2

Update-2 …6/30 after the close Biotech stocks rallied again for the third day but momentum ebbed. Large caps were mainly in the green led by Alexion Pharmaceuticals (ALXN), Roche Holding (RHHBY) and Gilead Sciences (GILD). Mid-caps were mixed and well below recent highs. All of our core portfolio picks were up. Look to the XBI […]

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Large Cap Biopharmaceuticals Q1 2016 Metrics: Earnings Show Limited Growth Prospects

Large Cap Biopharma Winners and Losers -Looking for Product Growth We will sift through these metrics and new product news over the coming months to find value in  these names. Most should be considered “Market Performers” with some added safety if they offer dividends. Watch Regeneron (REGN) for upgrades by analysts.  Technicals should matter a […]

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Failed Biotech Rally: Latest Biotech Earnings Don’t Help…ALXN AMGN CELG GILD…Update-1

Update-1 May 2  Biotechs Stop Slide…IBB up 1.12%…Green Screen Day Healthcare Stocks Regain Footing… XLV up 0.57% Biotech stocks moved up after a five day swoon but are still flat after one month. Most large caps were green with decent gains in Celgene (CELG) and Regeneron (REGN). A good time to average down in Gilead […]

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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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Biotech Rally Fizzles: Needs Help from M&A

Biotech Rally Loses Momentum But Still Up for the Week IBB up 3.37 % , XBI up 5.04% , XLV up 0.77% this week. Investors took profits today despite all of the media focus and renewed excitement for the long term potential of new blockbuster drugs. The rally began Wednesday with the news that the […]

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Rayno Biopharmaceuticals Update 3/30-Stuck in a Trading Range with Upside Opportunities

Rayno Biopharmaceutical Portfolio Update- Biotechs with Upside Opportunity Caution No Rush to “Load Up” in a Bear Market Since Mid-January all of our previous portfolios were placed on hold and we recommended four new positions as long term holds. Here are initial prices and the current performance: Abbvie (ABBV) Started at $56.49 now at $56.96 […]

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