by Raynovich Rod | Jul 11, 2019 | Biopharmaceuticals
Update-1 11a EDT, Large cap drugs and biotechs resume slide on drug pricing “reform” from Trump threats. IBB down 1.37%, XPH in downtrend tp $38.41. Laggards holding BIB, GILD. Winners losing MRK, RHHBY. LLY and PFE hit hard. Gene therapy green: BOLD,SGMO....
by Raynovich Rod | Jun 5, 2019 | Biopharmaceuticals, Macro
Update-3…6/7- 1p EDT… Broad Tech Rally Underway Hot stocks in life science: CRSP, GILD, GSK, ILMN, VRTX, XBI up 1.56%. Update-2 …Bit of a rally at the close on the day-to-day tariff drama- now softening on Mexican tariffs; way too much obsession and...
by Raynovich Rod | Apr 21, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 XLV up from bottom at $86 to $88.63. IBB holding but more choppy at $107 level. Update-2 12p EDT-IBB flattish at $106 as earnings on large caps come in-will be reviewed at end of week. ABBV down 0.8% on Humira concerns:, profit forecast raised EPS gains...
by Raynovich Rod | Apr 15, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 10:45a 4/17…XBI down 3.37% to FEB support at $86. Healthcare issues are spilling over to biotech.Red screen day and all biotechs hit very hard.Drug pricing models are under scrutiny. Update-1…NASDAQ ekes out small gains but large cap biotechs...
by Raynovich Rod | Apr 7, 2019 | Biopharmaceuticals
4/11 ALERT: Need to check out reasons for biotech sell-off; could be proposed drug pricing bills and “affordability board.” See STAT News . See 4/11 chart below for XBI. Choppy pattern returns at resistance with no breakthrough highs. Biopharma stocks...
by Raynovich Rod | Mar 29, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-4. 4/3 11:45A… Mid and Small Cap biotechs are momentum leaders: XBI hits 2019 high at $92.50. Update-3 4/2/19… Biotechs Outperform Major Market Indices Gene therapy stocks rally big: SGMO 28.96%, VYGR 7.38%, CRSP 6.91% NTLA 4.9% MGTX up 4.6%,...
by Raynovich Rod | Mar 6, 2019 | Biopharmaceuticals
Update-3…3/11…Gene Therapy stocks go green screen! Big 5% winners: VYGR NTLA BLUE EDIT See complete list below (paste list into yahoo finance for tracking) Update-2…3/11…Market gets support from 60 Minutes-Powell comments and Gene Therapy;...
by Raynovich Rod | Feb 25, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update: 1:40 EST 2/25… Gene Therapy stocks soar on Spark (ONCE) Deal: BLUE, CRSP, RARE; and XBI up 4.2%. Another big deal as GE sells healthcare business to Danher (DHR) for $21.4B; GE up 8.26%, DHR up 8.38%. ========== M&A Drives Mid and Small Cap Biotechs...
by Raynovich Rod | Feb 4, 2019 | 2009-2017 Life Science Portfolios, 2018 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update 2/7/19 Mid-Day Trading : Risk Off Day The market is trending down with all major indices in the red and the XBI $81.96 down 2.75%. We sold our position in the XBI yesterday at $83+. Array (ARRY) continues to run up at $21.60. Hot stock MacroGenics (MGNX) cooled...
by Raynovich Rod | Jan 17, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-2 1/21/19…Heads Up Red Futures Growth worries return-Asian Stocks down IMF Lowers Global Growth-Poor Performance for Europe Biotech rally could stall Update-1 1/20/19…XBI at $83.38 approaching November resistance at $85 Barron’s 2019...
