Tag Archives | pharmacogenomics

Biotechs Get a Turbo Boost from Biogen(BIIB)…Update-1 GILD

Update-1… Gilead Sciences (GILD) Sells Off on earnings Gilead Sciences (GILD) sold off over 4% after hours after releasing second quarter sales of $7.7B and earnings of $3.08/sh. Q2 profit forecast beat. The full year revenue forecast was also cut slightly by $1B to the $29,5B-$31.5B range. Pricing pressures continued on Hep-C drugs and new […]

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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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Foundation Medicine (FMI): New Pick Added To Raygent Core Portfolio

Foundation Medicine (FMI) New Pick at $20.40 We have added Foundation Medicine (FMI) to our core portfolio because of their leadership position in pharmacogenomics and molecular medicine for cancer care. The Foundation One genomic profile helps physicians make treatment decisions for patients with cancer by identifying the molecular growth drivers of their cancers and helping oncologists […]

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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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The ASCO Rally for Biotech Stocks is On: Now We Need to Consolidate Recent Gains Next Week

Pre-ASCO rally-Three Weeks of gains= 8-15% Every year the ASCO Meeting excites investors because of clinical data being presented on a huge pipeline of oncology products. High expectations have already delivered an ASCO rally so now can the actual clinical data support these gains? The healthcare sector is unique in its ability to provide dividends […]

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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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Large Cap Biopharma Winners and Losers 2015-16: Which Stocks Can Beat the ETFs?… Part 2

Rayno Large Cap Biopharmaceuticals…Part 2…A Stock pickers Market Time to Rebuild Your Portfolio: ABBV, BMY, GILD Below we have summarized selective metrics for large cap biopharmaceutical companies. We began the process of revising and rebalancing our portfolio after the J.P.Morgan Healthcare Conference. Here are some parameters to watch that should help in stock picking: Stock […]

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Large Cap Biopharmaceuticals Winners and Losers 2015-16: Which Stocks Can Outperform the ETFs in 2016?… Part 1

Where is the Growth Potential in Large Cap Biopharmaceutical Companies? Caution: Risk Aversion Remains High Investing in biotech stocks ain’t getting easier. The sector is underperforming the market by 16% YTD, sentiment has been burned by concerns about drug pricing and even the spectre of a FED rate rise, with potentially less available equity funding, […]

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Biotech Stocks Snooze Through Today’s Rally Awaiting Earnings This Week: Large Cap Biopharmaceuticals… ABBV, AMGN, BIIB, BMY, CELG…Update-2

Earnings Updates-2… 1/29 Large Cap Biopharmaceuticals Valuation Models of Large Cap Biotech to be Updated Next Week IBB trying to bottom above $262 down 21.8% YTD Abbvie (ABBV) mixed Q4, maintains 2016 outlook of $4.90-$5.10;Q4 IMBRUVICA of $343M;Merck Hep-C competition coming. ABBV off 3.35%. Amgen (AMGN) beats raises 2016 forecast to $22-$22.5B, EPS $10.60-$11.00;2015 Revenues up […]

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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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