Tag Archives | personalized medicine

Market Reversal in Biotech But Healthcare Stocks Are Still Muddled

Market Reversal in Biotech Offers Bullish Set-Up After one of the worst down days in months yesterday biotech stocks broadly reversed today giving a short term “nibble” signal. The macro environment got support from economic data as well with upward Q3 GDP revisions to 3.2% and higher consumer confidence data. The economy now has the […]

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BIO Investor Forum 2016 #1: Translating Microbiome Research Into Treatments

Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from bacteria in your gut. We are not talking about faecal transplant therapy (FMT) […]

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Large Cap Biopharmaceutical Metrics: Valuation Models for Future Growth

Large Cap Biopharmaceutical Valuation Models Can Biotech Growth Re-accelerate in Q4? We reviewed large cap biotech stocks on July 3 just after the BREXIT bottom but prior to Q2 earnings and on May 8 after Q1 earnings. Here is data that offer comparisons of the core large cap holdings in the sector and their future […]

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Biotech Breakout Part 2: Hold Your Fire…Update 8/15/16

Update August 15 : Biotech Leads But Healthcare Sector Lags IBB up 0.92% to $295, XBI up 1.33% to $63.35, XLV up 0.17% to $74.91 The tape was pretty decent despite a quiet day with ALXN up 1.97%, AMGN up 1.49% and CELG up 1.08%. Mid-caps also found bids: ALKS up 2.91%,ALNY up 2.16% and […]

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Biotech Rally Up 8% from Brexit Bottom: Rayno Biopharmaceutical Portfolio Update: July 11, 2016…Update-1

Update-1… 7/12/16 Dow and S&P Hit Record Highs, Awaiting Q2 Earnings-Risk Still On-Biotech Stocks Lag The market continued its post-BREXIT rally helped by low interest rates and WTI crude up 4.56% to $46.80. Gold eased off and the dollar was up. We are still rallying off last Friday’s job report and Alcoa (AA) earnings yesterday. […]

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Biotech Rally Fades But Plenty of Big Movers: ASCO June 6

Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The big mover was Alnylam […]

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Large Cap Biopharmaceuticals Q1 2016 Metrics: Earnings Show Limited Growth Prospects

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 offer dividends. Watch Regeneron (REGN) for upgrades by analysts.  Technicals should matter a […]

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Biotech Rally Fizzles: Needs Help from M&A

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 Wednesday with the news that the […]

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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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