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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Volatility Up as ASCO Approaches The ASCO Annual Meeting is not till the end of the month but news regarding abstract titles and clinical data that will be presented at ASCO moved stocks today. Many immuno-oncology stocks have been hard hit in the 2014 sell-off as investors have moved out of small  cap speculative growth […]

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