by Raynovich Rod | Jul 27, 2016 | Biopharmaceuticals
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...
by Raynovich Rod | Jul 21, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jun 29, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | May 8, 2016 | Biopharmaceuticals
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...
by Raynovich Rod | Apr 29, 2016 | Biopharmaceuticals
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...
by Raynovich Rod | Apr 27, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
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...
by Raynovich Rod | Apr 8, 2016 | Biopharmaceuticals, Macro
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...
by Raynovich Rod | Mar 30, 2016 | 2024 Rayno Biopharmaceuticals Portfolio
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...
by Raynovich Rod | Mar 14, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Tuesday 12:45pm EDT Update on a red screen day: Healthcare sector lags down 1.6%, biotechs now being crushed IBB down 3.1%,XBI down 5%! ——– Look for Value +Growth Picks in a Biotech Bear Market Marijuana Strengthens Clinical Status Review our...
by Raynovich Rod | Mar 9, 2016 | Biopharmaceuticals
Biotech Bear Market Rally is Fading but Traders Are Favored Long Term Concerns on Drug Pricing Remain The biotech sector is still lagging other sectors in 2016 down 20.93% with the IBB compared to the S&P 500 (SPY) down only 2.19%. The IBB rallied over the past...