Tag Archives | healthcare reform

Rayno Biobeat #4: Sector Shift Underway but what’s next for biotech?…Update-1

Update-1 November 28 Another nasty day for biotech A bit of a selloff in the market indices today with the NASDAQ down 0.58% and the S&P down 0.53%. The highly touted Russell 2000 (IWM) was down 1.3% after a 15 day rally. But the real wreck was in biotech with the XBI down 3.09% and […]

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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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BIO 2016: Imagine Was the Right Theme and Healthcare Disruption Is the Force

BIO International 2016 : “Imagine Who You will Meet” was an Appropriate Theme Healthcare Disruption Is Creating Reform BIO 2016 was an excellent meeting as usual because of the opportunity to hear thought leaders, policy makers, scientists and make connection with thousands of participants from around the world. Healthcare disruption, sustainability and patient access were […]

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Milken Institute Global Conference-Healthcare Reform I

Missed Opportunity in Health Reform-Wellness and Prevention On Monday April 26 a panel of executives  and leaders including Michael Milken, moderated by CNBC anchor Maria Bartiromo convened to discuss Health Reform in a session focused on “Prevention and Cures”. The primary focus of the discussion was the need for government policy and health reform to […]

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Healthcare Stocks up-Market absorbs Reform

Healthcare and biotech stocks were up today as expected following passage of the historic reform bill. Although there is a considerable amount of work to be done in enabling the historic legislation, uncertainty has been removed and the market can play it out. Many analysts and economists previously have forecasted upside potential for pharmaceutical, biotechnology […]

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Why Healthcare Reform is So Difficult

There is a simple reason why healthcare reform is so hard to do-there has to be winners and losers. We have had  many months of discussion on how to pay for healthcare reform such as cuts in Medicare, concessions from Big Pharma, more competition across state lines, tax on “cadillac” insurance plans etc etc. And […]

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JPMorgan Healthcare Conference…2009

JPMorgan Healthcare Conference Monday briefing: Rod Raynovich Webcast at: https://events.jpmorgan.com Biotech Valuations at trough levels About 4000 attendees consisting of mutual and hedge fund investors,VC’s, Company executives and their PR legions registered the first day of the conference that eventually is expected to see 5500 by Thursday. With many markets weak and suffering from the […]

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