Tag Archives | targeted therapy

Biotechs Running Again: Rayno Life Science Stocks-See Picks…Updates

Update #1 Amgen Misses on Revs: Enbrel Weighs on Revenues; Profits Top Estimates $3.15 vs $3.00 est Total revenues declined by 1% to $5.5B due to weak Enbrel sales. GAAP EPS increased to $2.79 driven by higher operating margins due to lower costs.Non-GAAP increased 9% to $3.15. Enbrel arthritis and psoriasis sales decreased by 15% […]

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Biotech Sector Leads Market Early in 2017 Despite Uncertainties…Update

Update at Close…April 18 Biopharma takes a step back Healthcare stocks were top loser down 0.93%. Biotechs were hit hard today with many high fliers selling off. Large caps were all down with Regeneron (REGN) the big loser down 1.98%. The IBB was down 1% at $287.67 breaking the $290 technical level not seen since […]

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Biotech in a Doldrums: Rallies Interrupted by Geopolitics, Trump Agenda and Flight to Safety

Biotech Doldrums: Nothing to Entice Buyers Trump Agenda for Tax Reform and Deregulation Stalls Geopolitical News Curbs Market Sentiment Recent geopolitical news has created a backdrop that has discouraged investors in biotech who were already risk averse from drug pricing issues. There has been little momentum since mid-March with choppy sluggish trading. Drug stocks have […]

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Biotech Stocks Sink with Broad Sell-Off on Political Realities…Updates

3/22 Update after close..Relief Rally Awaiting Tomorrow’s Vote Large Caps-mostly green with IBB up 0.54%. Mid Caps-some strength RDUS up 3.48% SGEN up 1.74 %, ,TSRO up 4.08%. Small caps XBI up 0.98%. NASDAQ up 0.48%. ========== Biotech Stocks Sink on Trump Comments Uncertainty Mounts for GOP Healthcare Plan-Fewer Patients Higher Costs? Worse Day of the Year […]

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Cholesterol Stocks Clobbered: Good Clinical Results But High Expectations

Upbeat Drug Study Data from an Amgen Cholesterol Trial but Stocks are Clobbered Because of Higher Expectations LDL cholesterol is a Toxic Risk Factor Results from a long-term study on the efficacy of a new generation of LDL cholesterol reducing drugs fell short of expectations and clobbered four stocks: Amgen (AMGN) , Esperion (ESPR), The […]

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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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Large Cap Biopharmaceuticals:Update on Financial Metrics

Top Biopharmaceutical Stocks : Performance and Financial Metrics after 2016 Earnings We have updated the comparison of eight large cap biopharma stocks post 2016 earnings for the period ending 2/10/17. Keep in mind that in January 2016 there was a severe correction with stocks dropping 25-30% with lows being hit in mid-February 2016. But the […]

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Rayno Biobeat 2017 #1: Biotech Rally Driven By M&A

Update-1… 1:45p EST Biotech Rally Biogen (BIIB) looking good in here at $275+, up 4.2% over five days, down 2.7% YTD. IBB and XBI slight gains. ======== Biotech Rally Takes Levels to January Top IBB up 1% to $284.56, up 7.2% YTD XBI up 1.79% to $67.07, up 13.3% YTD, a new high for 2017 […]

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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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