Tag Archives | pharmacogenomics

Green Day with Rayno Biopharmaceutical Stocks Up >2%

Some Huge Moves Today Brings Hope For Summer Rally ETFs Up: FBT $83 up 2.58%, IBB $254.78 up 1.14%, XBI $148.9 up 3.28%. Rayno Large Cap Portfolio: up 14,4% YTD with Biogen Idec(BIIB) and Gilead (GILD) leaders; near July highs. Virtually everything is up but big winners are: Ariad (ARIA $6.17) up 9.98%, Pharmacyclics (PCYC $124.75) […]

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Biotech Stocks Get A Turbo Boost From Idenix Deal

Rally Retraces Correction Up To Mid-Point YTD Up until this week we have focused on large cap biopharmaceuticals because of revenue momentum, fair valuations and earnings. A risk -off sentiment due to lack of ASCO buzz and the Q1 speculative bubble downdraft has curbed gains. This week with  news of the Merck $3.9B deal for […]

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ASCO Update #4- No Boost For Oncology Stocks… Update-6/4 MDVN, PCYC, SGEN

Update 6/4 Snap- back rally and big green screen! Update 6/3….. Daily Performance-from list below 9 winners, 12 losers Rayno Biopharmaceutical Picks in bold— Winners: AGIO, INCY, SGEN, EPZM, MDVN, IMGN, GILD. CELG, PCYC. Losers: CLVS, ARIA, NLNK,CLDX, BLUE, LBIO, PBYI, KPTI, BMY, AZN, ICPT, XLRN. 30 Day winners: MDVN, PCYC, SGEN —— Rayno Large Cap […]

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Very Little Bounce in Biotech as ASCO Approaches… Update 2.. 5/22

Rally Developing-Green Screen Alert If you are underweight large cap biotech add FBT ($76.38) up 2%. Most of our large cap picks are up today: ABBV ALXN, BIIB,GILD,REGN. Reverse pattern from tuesday’s downdraft. ————– One of the worse days I have seen in small cap biotech in many months as speculation has ended and investors […]

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Pre-ASCO Watch List #2: ARIA, IMGN, PCYC

Rayno Life Science Focus Stocks: ARIA, IMGN, PCYC  Ariad (ARIA) Abstracts Several data presentations will be made for Iclusig (Ponatinib)  for leukemias and AP26113 its investigational oral inhibitor of anaplastic lymphoma kinase (ALK). A breakfast meeting featuring key investigators and slide presentations will be held on June 2. Immunogen (IMGN) Abstracts The focus will be on […]

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