Tag Archives | personalized medicine

Biotech Bear Market Update: Barely Bouncing Off the Bottom

Have we reached a tradeable bottom in the biotech bear market? Today’s tape showed good volume but gains faded late in session. NASDAQ up 0.35%         XLV up 0.88%-healthcare is the leading sector The biotech market bounced back early today in a broad rally then faded with the IBB up 0.625 % […]

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J.P.Morgan Conference #2: Red Screen Distracts Biotech Investors…Update

Green Screen Alert Market Update…IBB up 4% today erasing most of Wednesday’s Losses but we are still down 13.86% for the five day period. Nasdaq rallied 1.97%. Rayno Biopharma top winners: ABBV up 6.56%, ALXN up 5.93%, AMGN up 5.29%,BIIB up 4.98%, REGN up 4.25%,RXDX up 8.96%, SGEN up 2.26% and VRTX up 5.75%. Most […]

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J.P.Morgan Healthcare Conference #1: Investors Move into Life Science Stocks-Bouncing off the Bottom

J.P.Morgan Conference: Relief Rally in Life Science Stocks After Rough Start to 2016 Green screen day with improved macro and healthcare sector leading Who knew biotech stocks traded with energy? Over the next few days we will review themes and companies from presentations at the 34th Annual J.P.Morgan Healthcare Conference. Our initial focus will be […]

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Rayno Molecular Diagnostics and Tools Update: CPHD, HOLX, PACB

Dominant Trend is Precision Medicine and Molecular Medicine Lackluster revenue growth has tempered stock gains since Q3 earnings reports however the sector has always had good investment potential due to M&A and new products. Stocks are up from October lows. Our last update was in November and re-iterated the “Precision Medicine” trend which integrates targeted therapies […]

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Rayno Small Caps Outperform: New Long Idea- Imprimis Pharmaceuticals (IMMY)

Look for Growth in Emerging Small Cap Drug  Stocks Many stocks were in the red Monday with healthcare a lagging sector down 1%. Many investors await economic data later this week and the mid-December meeting for the FED.  Biotech stocks are also weak today with the (IBB) down almost 2% with large caps underperforming. But […]

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Bio Investor Forum #3: Finding Value in Biotech Innovation

Biotech Innovation Seeks Value Healthcare Costs Mount The Bio Investor Forum has become a go-to meeting for biotech investors and company executives. Although the presenting companies are early stage or smaller cap public companies the attendees are broadly represented in the industry. And the panel sessions on topics such as Venture Capital, Government Policies and […]

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Bio Investor Forum 2015 #1 Notes-Policy and Venture Capital

General Issues from Bio Investor Forum See BIOtechNow for detailed articles on BIF#15 Biotech executives and investors came with a record 900 attendees to this annual event which presents key issues in the industry and offers a networking forum with 175 presenting companies to meet with potential investors and partners. Energy and enthusiasm abounded despite […]

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Rayno Life Sciences Diagnostics and Tools Update: Volatile Stocks and Slower Growth Ahead

10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August. ———- Slower Growth with Same Themes: Sequencing (NGS) and Molecular […]

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Notes from BIO 2015 #2 Recap and Biotechnology Trends-Gene Therapy, AMR

Edited 6/27 BIO 2015 #2 Gene Therapy and Antimicrobial Resistance (AMR) 6/26 This is a continuation of our previous update for BIO 2015 #1. Keep in mind these are notes not complete articles. Next Generation Biotherapeutics The Promise of Gene Editing- CRISPR, CAR-T. Gene therapy and nucleic acid therapy are potentially the first major new […]

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ASCO Rally Fades But Spec Stocks Rock: FCSC,RXDX

ASCO Week in Review- Rayno Biopharmaceutical Stocks The market action over the past week focused on speculative stocks rather than the overall biopharmaceutical sector. Major ETFs over five days were mixed with the smaller cap XBI up over 1%, the IBB flat and the FBT trailed  down 0.7%. Many of the oncology stocks with anticipated […]

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Rayno Life Science Stocks Move Higher: CLVS, RHHBY-ASCO Preview

Rayno Biopharmaceutical Stocks– ASCO Plays or Not Large Caps Rule Clovis Oncology (CLVS) up 16.7%, 79% YTD to $100 level! Several data CLVS Presentations for ASCO including two oral and six posters for non-small cell lung cancer and ovarian cancer. Also with a valuation of only $3.4B and three platform products in the pipeline including companion […]

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Rayno Life Sciences DX and Tools Update: 2015 Q1 Winners ALR,FMI,HOLX

Diagnostic Stocks rally with NASDAQ and Small Caps –IWM Up 1.66% Life Science Tools and Diagnostics stocks are a tad off their one year highs hit by dollar strength and disappointing revenue growth in some cases. Sequencing stocks were big winners but sold off after the JPMorgan Conference. Nonetheless the sector is attractive longer term […]

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Rayno Dx and Tools: 2015 Q1 Mid Quarter Update-FMI, CSII, HOLX, ALR

Bullish Trend Continues for Mid-Cap Growth Stocks The Life Science Tools and Clinical Diagnostics sector kept pace with major life science ETF performance. Major  ETFs (FBT,IBB,XBI) are up about 10% YTD and our top performers are up over 10%. We will provide an update of our  Clinical Diagnostics portfolio after all earnings reports are in. […]

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Rayno Biopharmaceutical Portfolio Performance: Sector is up 80% from 7/1/13 to 2/11/15

Biotech Stocks Up YTD Despite Choppy Tape NASDAQ 4857.61 approaching March 10, 2000 high of 5048.62 IBB at 320.42 up 5.63% YTD and 351% over 10 Years We have updated our post from 7/1/13 on the Rayno Biopharmaceutical Portfolio with re-balancing.  We are approaching all time highs touched in late January 2015. The life science portfolios […]

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Happy New Year 2015!

Wishing you all a Happy and Prosperous New Year! Biotech stocks were up 47% in 2014. In 2014 the first quarter was the most volatile. Sign up now to receive all of our market and portfolio updates. In December we posted updates on our Rayno Life Science Portfolios: Rayno Diagnostics and Tools Part 2: Rayno […]

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