Tag Archives | molecular diagnostics

Biotech Wreck: What To Look For Next

Biotech Wreck Is Sobering For Bulls Political Impact Of Drug Pricing Could Be Lasting Through 2020 Long Term Trends Intact demographics and M&A Biotech was collateral damage from the surprising and sudden realization that the politics of drug pricing is here to stay and healthcare will be a 2020 Election issue. The clues to this […]

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Choppy Week in Healthcare with Drug Pricing Issues Yet Again: Update-2-SELL-OFF

Update-2 10:45a 4/17…XBI down 3.37% to FEB support at $86.  Healthcare issues are spilling over to biotech.Red screen day and all biotechs hit very hard.Drug pricing models are under scrutiny. Update-1…NASDAQ ekes out small gains but large cap biotechs take another hit with IBB down 1% to $109.39. All large caps in the red: REGN […]

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High Volatility Among Individual stocks with Few Trends…Update-4

Update-4.  4/3 11:45A… Mid and Small Cap biotechs are momentum leaders: XBI hits 2019 high at $92.50. Update-3    4/2/19… Biotechs Outperform Major Market Indices Gene therapy stocks rally big: SGMO 28.96%, VYGR 7.38%, CRSP 6.91%  NTLA 4.9% MGTX up 4.6%, etc. Most Mid-Caps green: BPMC up 2.2%, SRPT up 3.88%, AGIO up 3.41% etc. […]

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Small Cap Biotechs Lead the Market in 2019 Up 20% YTD…GNMK, ONCE, XBI-Updates

Update: 1:40 EST 2/25… Gene Therapy stocks soar on Spark (ONCE) Deal: BLUE, CRSP, RARE; and XBI up 4.2%. Another big deal as GE sells healthcare business to Danher (DHR) for $21.4B; GE up 8.26%, DHR up 8.38%. ========== M&A Drives Mid and Small Cap Biotechs Stocks Higher The Small Cap weighted XBI is up […]

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J.P.Morgan Healthcare Conference: Picks and Trades… Updates GNMK

Update: GenMark (GNMK) Soars on Q4 and Full Year 2018 Results Revenues of $70.8M were 35% over 2017 Results Q4 Revenues were $19.4M an increase of 21% over prior year. ePlex Revenues for Q4 were 412.1M an increase of 110% over prior year. Loss per share was reduced from 26c per share to 21c per […]

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Emerging Growth Stocks: Long Ideas in Life Science for 2019…Updates-Risk On…FED on Hold and “Patient”

Update ….Jan 30 2:45p  EST …FED to be Patient and Policy Stance is Appropriate FED to “wait and see” before raising rates-stocks soar. FED-“US Economy in a good place” NASDAQ up 2%, DOW up 1.73%, S&P up 1.53% XLV up 1.27%, IBB flat, XBI up 1.72%. Large cap biopharmas trail broad rally: AMGN,BIIB in the […]

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What’s Up with the Biotech Rally?…Updates

Update-2 1/21/19…Heads Up Red Futures Growth worries return-Asian Stocks down IMF Lowers Global Growth-Poor Performance for Europe Biotech rally could stall Update-1 1/20/19…XBI at $83.38 approaching November resistance at $85 Barron’s 2019 Roundtable biopharma picks: Abbvie (ABBV), Roche Holding (ROG), Gilead Sciences (GILD). ======= Biotech Rally Continues from the J.P.Morgan Healthcare Conference Slow and steady […]

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Biotech Snapshot: Healthcare Sector Remains Strong-Updates

8/24/18 After Close: Rally Continues with 10/11 Sectors Higher XLV finishes at all time high at $91.89 FED’s Powell Defends Gradual Interest Rate Policy despite Trump pressure Oil Surges 15 to $68.57 on supply concerns with Iran sanctions Major indices hit 52 week highs: S&P 500, Russell 2000, NASDAQ Composite IBB at $117.40 pushing toward 2018 FEB […]

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What’s Up With Diagnostics and Tools Stocks? Big Winners Are In Personalized Medicine- FMI, ILMN

Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for future clinical applications and biopharma R&D. We haven’t updated our Clinical Diagnostics and Tools Portfolio since the severe […]

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Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech

Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector since early 2016 when life science stocks abruptly sold off. We have focused on biotech ETFs and Biopharmaceuticals because the upside looked more promising due to […]

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