by Raynovich Rod | Jun 30, 2015 | 2024 Rayno Biopharmaceuticals Portfolio
Dealmaking and Fast Money Fuel Biotechs Q2 2015 Review Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD. The XBI Biotech ETF continues to be the sector ETF leader up...
by Raynovich Rod | Jun 29, 2015 | Biopharmaceuticals
Biotech Stocks in Broad Sell-Off The biotech sector is usually immune to macro events but today the crisis in Greece gave investors an excuse to take profits. Many biotech stocks and ETFs were down over 3% faring worse than the NASDAQ down 2.4%. The sector, as tracked...
by Raynovich Rod | Jun 24, 2015 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings...
by Raynovich Rod | Jun 11, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing sales and earnings...
by Raynovich Rod | Jun 9, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Updated 6/10 Biotech ETFs lag overall in 1.4% rally. Materials, financials and technology lead. Large cap biotechs doing well. Rayno portfolio winners today: ALXN, BIIB, GILD, RHHBY etc Rapid Fire Re-Balancing of ETFs into More Speculative Names Is the Tail Wagging...
by Raynovich Rod | Jun 7, 2015 | 2024 Rayno Biopharmaceuticals Portfolio
ASCO Week in Review- Rayno Biopharmaceutical Stocks The market action over the past week focused on speculative stocks rather than the overall biopharmaceutical sector. Major ETFs over five days were mixed with the smaller cap XBI up over 1%, the IBB flat and the FBT...
by Raynovich Rod | Jun 2, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 BLUE Drops 1.96% and 1.77% After Hours 6/3 In the bubbly CAR-T world bluebird bio (BLUE) and Celgene announced a deal for for development of product candidates for B-cell maturation antigen (BMCA) utilizing bluebird bios’s gene therapy technology to...
by Raynovich Rod | Jun 1, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Indices Can’t Break Through Triple Top IBB at $365, XBI at $239 Red and green day Biotech stocks were mixed today with the major indices holding the flat line. However with all of the clinical data coming out of ASCO (American Society for Clinical...
by Raynovich Rod | May 20, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 uniQure up on deal with BMY (CURE) Cardiovascular Deal with Bristol Myers (BMY) The closing of the uniQure deal with Bristol Myers triggered a $50M payment. Three collaboration targets in cardiovascular and future areas. The stock is up 81% YTD but off its...
by Raynovich Rod | May 14, 2015 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rayno Biopharmaceutical Stocks- ASCO Plays or Not Large Caps Rule Clovis Oncology (CLVS) up 16.7%, 79% YTD to $100 level! Several data CLVS Presentations for ASCO including two oral and six posters for non-small cell lung cancer and ovarian cancer. Also with a...