by Raynovich Rod | May 20, 2015 | 2025 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 | 2025 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...
by Raynovich Rod | May 13, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Valuations Step-Up With More Deals Prior to the acquisition of Pharmacyclics (PCYC) by Abbvie (ABBV) for $20B, the top price paid for an emerging biotech company was in the $10B range. Two additional companies among the mid-caps were acquired in prior years: Cubist...
by Raynovich Rod | May 8, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Jobs Report Drive Stocks Higher-DOW Up 1.5% Stocks moved higher on the “goldilocks” job report which showed a gain of 223k added in April. The jobs number was too high to raise concerns about an increase in rates but not too bullish because overall...
by Raynovich Rod | Apr 20, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Big Earnings Week-AACR Data Disappoints Roller Coaster Market This will be a big week for the market with 25% of all S&P companies reporting earnings. There is a broad rally today in all major indices up over 1% with the DOW leading helped by AAPL up 2.4% on more...
by Raynovich Rod | Apr 16, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Biotech Sector Moves Up In Tiny Steps Risk Remains On AACR Next Week Will Move Cancer Stocks Biotech indices and ETFs are trying to hit new highs but momentum is easing and trading is choppy. Nonetheless we are moving up from the brief correction near channel lows at...
by Raynovich Rod | Apr 8, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
4/13 Update Biotech Sector Uptrend Intact XBI at 232.09 Clovis Oncology (CLVS) Up 13% On Upgrade Biotech Sector Brings In Buyers The late Q1 sell-off appears over as buyers are coming in near the 5o day moving average of the XBI, the more volatile ETF.The IBB shows a...
by Raynovich Rod | Apr 7, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Teva Deal Expands Portfolio and Diagnostic Capabilities Adding RXDX to Rayno Small Cap Portfolio Ignyta, Inc. (RXDX) is an emerging biopharmaceutical Company targeting new oncology drugs that inhibit Tyrosine kinase receptors (Trk) with integrated biomarker-based...
by Raynovich Rod | Mar 30, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Global Rally Today But Healthcare Sector Lags A Bit DOW up 1.49% at 17,976 NASDAQ Up 1.15% at 4947 Healthcare up 0.93% We are in Day Two of the biotech rally that was sparked last Friday with the rumor supported by a Deutsche Bank analyst that Biomarin (BMRN) was a...
by Raynovich Rod | Mar 23, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update 3/25 Mid-Day Trading NAZ Off 1.55% at 4917 “Bubble Talk” Picking Up-Mid Caps Vulnerable Biotech sector selling picked up today with a dramatic shift in sentiment exacerbated by an overall weak market. Also durable goods fell unexpectedly 1.4% in...
