Tag Archives | HCV

Risks Rising for Rally: Political Rhetoric Tempers Bulls

Risks Rising for Healthcare Sector As Harsh Political Rhetoric Returns Trump returns to drug pricing attacks. Healthcare sector lags. Opioid crisis blames drug distribution companies for easy access. Sector on hold awaiting Q3 earnings: XLV down 0.44% today near its 52 week high. The early rally in biotech and drug stocks reversed on the 10 […]

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Biotech Momentum Eases: September is a Bit Sluggish…Update after FED Meeting-9/20

Markets Stable After Major FED Meeting: On Course for Gradual QT(Quantitative Tightening) FED to shrink assets by year end, 2 yr TSY up to 1.43% yield. Biotech stocks up slightly near September Top IBB $332.75, XBI $85.17. Large caps green: growth and value perceived: ABBV and REGN are leaders over 1%. Mid-cap big mover Alnylam […]

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Rayno Biopharmaceuticals Portfolio in a Biotech Bull Market

Biotech Bull Market 2017 Performance as of 9/5/17 Rayno Biopharmaceutical Portfolio outperforms the market. XBI was the Best Play up 41.88% YTD. Biotech stocks broke through the July sector highs as tracked by major ETFs. However we are still about 25% off the July 2015 bubble highs but supported by good earnings fundamentals, strong technicals […]

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M&A Theme Continues To Boost Biotech Stocks

M&A Boosts Biotech Stocks For Third Day Gilead Sciences (GILD) and bluebird bio (BLUE) Both Soar Today  Biotech Sector Back to 2017 Highs The prospect of more M&A boosts biotech stocks for a third day this week. The large cap based IBB was up 1.87% today and  6.48% over five days to $323.76 approaching its […]

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At Last A Deal Sparks Biotech Rally: Gilead Buys Kite for $11.9B+…Update-1

Update–11:30am Aug 28 Green Screen in Biotech Especially CAR-T Plays (BLUE,CLLS,JUNO) NASDAQ up a tad 0.21%, but broad market flattish. Biotech Deal Boosts ETFs: FBT up 2.71%, IBB up 1.53%, XBI up 2.53%. Bellwether Celgene (CELG) up 1.4%. AMGN up 1.24%, BIIB up 2.67%, GILD up 1.57%. Mid-Caps: ICPT up 1.98%, INCY up 0.9%, JUNO […]

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Large Cap Biopharma Earnings Boost Stocks: Update 8/1/17

Rayno Large Cap Biopharma Earnings Summary 8/1/17 Biotech Stocks Hit Highs in Mid-July up 18%, 30% on XBI (Click on “urls” below for Company Press Release) All the large cap biopharmaceutical earnings have come in except Regeneron (REGN) which will report on August 3.  Stocks were broadly higher in July after financial reports, however we suggested […]

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Rayno BioBeat #4: Biotechs Weaken on Profit Taking…Update-2

Update-2 7/31 After Close: Biotechs Remain Weak But No Sell Signal As we track the XBI over the past 5 days we are about 3.2% off highs from $82 down to $78.17. Although the XBI has been our top ETF pick since January 2017 we recently put new buys on hold and suggested last week […]

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2017 Life Science Review #1: Big Biotech Gains for First Half

Big Biotech Gains for Stocks in First Half Rayno Life Science Picks Top Winners YTD: Foundation Medicine (FMI) up 124.6%, bluebird bio (BLUE) up 70.26%, XBI up 20.9%. Large cap winners since inception: Abbvie (ABBV) and Roche ADR (RHHBY). 6/27 Take some profits on XBI at $78. XBI is our top ETF pick. XLV SPDR […]

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Rayno Life Science Portfolio 2017

Update-1 6/27/17 With the XBI up 34% YTD at $79.34, take a little off for future trades. ===== Rayno Life Science Portfolio 2017 YTD 6/15 Top winners YTD: BLUE up 78.9%,FMI up 121.5%,RHHBY up 13%, ABBV up 12.7%. Top Losers YTD: GILD down 9.5%, BMY down 7%. XBI up 20.9%, our top pick for aggressive […]

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Biotechs Sink Again in Sector Shift to Technology Stocks: Update-1

6/1/17 Update at close…Biotechs Bounce off Bottom of 3 Month Trading Range IBB up 1.8% back above $290 after hitting 200 SMA bottom. XBI up 2.7% to $69.54 at SMA 50. XBI 2017 top is $72. XLV a safer play up over 1% to $76.91; above March highs and near 12 mo. highs up 11.58% […]

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