Tag Archives | pharmacogenomics

What’s Next After Profit Taking Hits Biotech and Drug Stocks?

Profit Taking Hits Biotech Stocks Disruption Coming to Healthcare? Another Round of Sector Rotation? The biotech sector hit a wall after breaking through to new highs last week. The major news that sparked profit taking on Tuesday was that Amazon, Berkshire Hathaway and J.P.Morgan formed a consortium to address rising healthcare costs by trying to […]

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Abbvie Earnings Drive Biotech Stocks Higher With Large Caps Dominant…Update- 1/30

Update-1 10:40am EST, NASDAQ off 0.75%, S&P 500 off 0.82% Caution in biotech and healthcare stocks with disruptive announcement from J.P.Morgan, Amazon and Berkshire Hathaway with XLV down 2%. The three companies announced Tuesday that they would form an independent healthcare company to serve their employees in the U.S. Few details were provided but look for […]

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Large Cap Biopharmaceuticals: Performance and Metric Update Part I

Large Cap Biopharmaceuticals 2018 Performance after J.P.Morgan Healthcare Conference  Here is an update of Large Cap Biopharmaceuticals Performance over the past 12 months. These numbers will be updated after all 2017 financials have been reported. Note that the IBB is a good pick for Large Cap Biopharma up ~20% YoY. Only ABBV (a Rayno pick) beat […]

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2018 J.P.Morgan Healthcare Conference #4 Notes from Panel: Key Trends in Diagnostics and Lifesciences

Key Trends in Diagnostics and Lifesciences: Promise, Reality Reimbursement Panel Moderator: Ken Bahk, Three Lake Partners. Panelists- Nathan Ledeboer, Medical College of Wisconsin,Victoria Pratt, Indiana University School of Medicine, Nick Papadopolous, Johns Hopkins School of Medicine. Here are some takeaways from the session that covers novel tests, clinical diagnostic reimbursement and CPT codes(no slides were […]

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Rayno Biopharma Portfolio 2017 Summary Performance

2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB if you are bullish on biotech. XBI remains a top ETF pick but given weak momentum and volatility is currently more of a trade not a buy at these levels of $93. Abbvie (ABBV) recovery today to $117 […]

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What’s Up With Diagnostics and Tools Stocks? Big Winners Are In Personalized Medicine- FMI, ILMN

Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for future clinical applications and biopharma R&D. We haven’t updated our Clinical Diagnostics and Tools Portfolio since the severe […]

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Sluggish Biotech Stocks: Five Underlying Factors Plus A Sector Shift?

MegaCap Tech Stocks Take a Big Hit-Volatility Rising in a Sector Shift Market Rotation Supports Overall Market-S&P 500 Stable today up 17% YTD Sluggish Biotech Now Just a Market Performer With IBB up 17% YTD The booming tech sector sold off today with the XLK down over 2%. Harder hit were the 2017 high fliers […]

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Biotech Hangover: Recent Earnings Feed Caution with No Near Term Catalysts

Biotech Hangover from Earnings Clouds Outlook Healthcare sector (XLV) lagging technology (QQQ) and FAANG stocks. No earnings catalysts until Jan 2018 but Q4 has seen strong seasonality. Technicals rule as sellers predominate. Bull market is intact. On October 16 we posted that Risks were Rising for the 2017 biotech rally primarily because technicals were weakening […]

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Small Cap Biotech Stocks Soar: How Long Will Rotation Last?

Speculation in Small Cap Biotech Picks Up-A Boon for Diligent Traders ETF Buying Is Driving All Small Cap and MicroCap Stocks Higher A Healthy Small Cap Rotation for Now: Reflation Trade ? Biotech stocks are rallying ahead of the expected strong seasonality in the November-January time frame. A rotation into smaller caps is leading the […]

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Biotech Bull Market Update: Five Year Performance for Life Science Funds and ETFs

Biotech Bull Market: XBI is leader for 2017 and Over Five Years The FBT First Trust Arca Outperformed Up 157% Over Five Years In 2016 the Sector Underperformed After the 2015 Downdraft Here is our July 2013 review of several top Life Science Funds and ETFs . Over five years below we have updated the performance* of […]

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