by Raynovich Rod | Jan 13, 2016 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
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...
by Raynovich Rod | Jan 12, 2016 | 2023-24 Life Science Portfolios
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...
by Raynovich Rod | Dec 2, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
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...
by Raynovich Rod | Dec 1, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Oct 30, 2015 | Biopharmaceuticals
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...
by Raynovich Rod | Oct 23, 2015 | Biopharmaceuticals
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...
by Raynovich Rod | Sep 16, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
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....
by Raynovich Rod | Jun 26, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools
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....
by Raynovich Rod | Jun 7, 2015 | 2024 Rayno Biopharmaceuticals Portfolio
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...
by Raynovich Rod | May 14, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...