Tag Archives | pharmacogenomics

Rayno BioBeat 2017 #2: Biotech Breakthrough Rally

2017 Biotech Breakthrough on a Green Screen Day Biotech stocks got a second wind today and the 2017 rally broke through recent tops that have been strong resistance. Our favorite trading pick the XBI soared 4.82% to $70.48 breaking through the September top and 19% up YTD. The large cap IBB went up 2.89% to […]

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Biotech ETFs: Fidelity Biotech Fund Outperforms IBB but XBI is Still the Leader

Fidelity Biotech Portfolio (FBIOX) Is Beginning to Show Benefits of Active Management Biotech stocks have outperformed the market YTD despite a bit of a sell-off recently. During the bubblicious momentum days of 2015 when biotech was on a tear major biotech ETFs outperformed mutual funds. After two severe corrections in 2016 the Fidelity Select Biotechnology […]

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Rayno Biopharma Portfolio Update: BLUE FMI IBB…Update-1

Update-1… 2/22/17 Dow closed at a record 20,775.6 with energy the big loser, healthcare down 0.19% and NASDAQ flattish. Biotech stocks sold off with the IBB down 0.85% after hitting $296 near a 52 week high last Thursday. XBI was hit harder down 1.77% to $67.79. Large caps were mainly in the red except ALXN,BIIB […]

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2017 J.P.Morgan Healthcare Conference: Large Cap Biotechs Compared to 2016

Large Cap Biopharma Stock Performance YoY from J.P.Morgan Conference The market recovered slightly today from yesterday’s “Trump storm” attacking drug prices. The IBB rose 0.36% and the XBI rose 1.56% . The healthcare sector overall was flat. Selected stocks that continued their upward trend from earlier this week are: Array Biopharma (ARRY) up 7.3%  -Five […]

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Biotech Blahs: Out of Favor But Great For Stock Pickers…Update-2

Update-2…1/6/17– Three Day Biotech Rally…12N EST NASDAQ at New Highs 5532 XBI is up 5 points since last Friday’s close to $63.45;The IBB is up 16 points to $280. Investors are betting on a turnaround in healthcare with positive news from the JPMorgan Healthcare Conference next Monday. Despite extremely negative sentiment on the sector, demand for […]

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Rayno Biobeat #1… Hot Biotech Stocks: Searching for Clues in a Chaotic Market

Rayno Life Science… Special Report #1: Hot Biotech Stocks in 2016 Biotech stocks have been in a funk for most of 2016 and then got absolutely crushed in October. The underlying causes are well-known among them bad news from bad actors like Mylan and  Turing, the populist revolt against high drug prices and lackluster top […]

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Biotech Meltdown: Financial Metrics Offer Few Clues For What is Next

Biotech Meltdown: Numbers Don’t Mean Much Until We See New Product Growth We are almost through the earnings season and despite good results most biotech stocks tanked again today.The reason you know well by now-expectations for earnings and top line growth have been taken down because price increases are not likely for 2017 . Another […]

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Biotech Bear Market Looking For Relief From Q3 Large Cap Growth…Update-3

Update-3… 10/28 9:30 am… No Relief From Earnings- Biotech Stocks Get Crushed By More Pricing Commentary on Earnings Calls Amgen (AMGN) down 11% on pipeline, revenue growth, Enbrel pricing concerns despite beat. Softer pricing environment from McKesson (MCK). All large caps are red except Alexion (ALXN) up 1.83%. Abbvie (ABBV) down 6% on revenue miss;Humira […]

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BIO Investor Forum 2016 #1: Translating Microbiome Research Into Treatments

Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from bacteria in your gut. We are not talking about faecal transplant therapy (FMT) […]

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Stealth Biotech Rally With Momentum Rising…Update-1

Update-1…FED Goes on Hold with Rate Increase Likely by Year End Three on FOMC dissented wanting a rate hike this round. Market immediately rallied with NASDAQ up 1.03% at close; S&P and Dow also rally. Biotechs like low i rates:IBB up 0.62% to $297, XBI up 1.14% to $68.28 highest level since January but still […]

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