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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...
Foundation Medicine (FMI): New Pick Added To Raygent Core Portfolio
Foundation Medicine (FMI) New Pick at $20.40 We have added Foundation Medicine (FMI) to our core portfolio because of their leadership position in pharmacogenomics and molecular medicine for cancer...
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...
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)...
Sharp Biotech Reversal To Upside Today: IBB up 2.40%…Update-2
6/26...Until the emotion of BRexit subsides there is little to do with trading biotechnology stocks. We need to first see if US healthcare stocks can stabilize so look at XLV which was down 2.94% on...
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...
BIO 2016 #2: Notes on Healthcare Affordability Crisis
Healthcare Affordability Creates a Trust Gap Super Session -Seeking Healthcare Sustainability and the Economic Role of Drugs Consumers are becoming more distrustful of the government because...
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...
Biotech Rally Fizzles as Global Healthcare Issues Weigh…Update-1
Update-1 After Close 6/10/16 --Biotech Rally Fizzles in Broad Sell-Off The market continued to sell off during the day with only a little bounce off the lows. The material and energy sectors got hit...
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...