Tag Archives | targeted therapy

Large Cap Biopharmaceutical Metrics: Valuation Models for Future Growth

Large Cap Biopharmaceutical Valuation Models Can Biotech Growth Re-accelerate in Q4? We reviewed large cap biotech stocks on July 3 just after the BREXIT bottom but prior to Q2 earnings and on May 8 after Q1 earnings. Here is data that offer comparisons of the core large cap holdings in the sector and their future […]

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Biotech Breakout Part 2: Hold Your Fire…Update 8/15/16

Update August 15 : Biotech Leads But Healthcare Sector Lags IBB up 0.92% to $295, XBI up 1.33% to $63.35, XLV up 0.17% to $74.91 The tape was pretty decent despite a quiet day with ALXN up 1.97%, AMGN up 1.49% and CELG up 1.08%. Mid-caps also found bids: ALKS up 2.91%,ALNY up 2.16% and […]

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Biotech Breakout: Is the Bull Market Back?…Update-1 IBB,BMY

8/5 After the Close… NASDAQ Up 1.06% The IBB inched up 0.38% to $297.29 while the more volatile XBI did better up 1.07%. Both are still down YTD and trail the QQQ which is up 4.39% YTD. Investors in biotech were not deterred by bad clinical news from Bristol-Myers (BMY) down 16% to $63.28. The […]

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Biotech Stocks Strike a Bullish Tone: BLUE, IBB, REGN, SGEN…Update-2

Bullish Tone-Large Cap Biopharmaceutical Earnings Updates 8/5 Regeneron (REGN) shares fell another 2.4% to $423 despite a jump of 23% on Eylea sales to $832M compared to $655 M in the prior-year quarter. Higher expenses cut profitability as GAAP income was up only 1%.Financial results were reported at the close on Wednesday. Full year growth […]

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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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Large Cap Biopharmaceuticals-Valuation Models 2016

Biopharmaceutical Valuations Look Attractive Sector Poised for Rebound by Year End This is a continuing review of large cap biopharmaceutical valuation metrics to determine which companies can deliver growth from their broad pipelines. The biotech sector has underperformed the market because of the severe correction in August/September of 2015 followed by another downdraft in January […]

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BRexit Bottom for Biotech Creates Buying Opportunity…Update-2

Update-2 …6/30 after the close Biotech stocks rallied again for the third day but momentum ebbed. Large caps were mainly in the green led by Alexion Pharmaceuticals (ALXN), Roche Holding (RHHBY) and Gilead Sciences (GILD). Mid-caps were mixed and well below recent highs. All of our core portfolio picks were up. Look to the XBI […]

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Biotech Blahs: Unable To Hold Gains After ASCO Run-Up…Update-1

Monday June 20… Update 4:30p EDT…BRexit relief rally Biotech stocks pretty much tracked the NASDAQ rally today slowly selling off as the day wore on. The more volatile XBI was still up 1.56% for the day beating the sluggish IBB up 0.91%. The healthcare sector overall held up about 1%. Energy and materials led up […]

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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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