by Raynovich Rod | Sep 10, 2018 | Biopharmaceuticals
9/16 The Week That Was: September Trending Down for Biotech NASDAQ-100 Holding (QQQ) at 184 up 1.7% last week. Large caps all weak on Friday; key will be Q3 earnings. FBT, IBB and XBI flat for the week; off highs reached 8/31/18. Mid-caps more mixed with strength in...
by Raynovich Rod | Sep 4, 2018 | Biopharmaceuticals
Update: 10:10a Tesaro (TSRO) Soars 15% to $38, short covering or bargain hunters? News item: expansion of Zejula Combo Trial in NSCLC ========= Biotech Weakness in Large Caps Mid-Caps Have Continued Strength The overall market recovered from an early sell-off but...
by Raynovich Rod | Aug 31, 2018 | Biopharmaceuticals
9/4/18 Biotech Weakness -Profit Taking or Caution for September Swoon? 1 PM EDT FBT down 1.38%, IBB down 1.55%, XBI down 0.73% Biotech stocks were extremely weak as of mid-day trading. Large caps were unusually weak given that they should be less volatile: CELG down...
by Raynovich Rod | Aug 28, 2018 | Biopharmaceuticals
8/30/18 Weak Rally to another Round of Highs Curbed by more Tough Tariff Threats This week’s rally and uber bullish sentiment was slowed by Tough Talk about $200B in new tariffs next week. Other news from Trump on Google, Facebook and Amazon threatening...
by Raynovich Rod | Aug 23, 2018 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
8/24/18 After Close: Rally Continues with 10/11 Sectors Higher XLV finishes at all time high at $91.89 FED’s Powell Defends Gradual Interest Rate Policy despite Trump pressure Oil Surges 15 to $68.57 on supply concerns with Iran sanctions Major indices hit 52...
by Raynovich Rod | Aug 13, 2018 | Biopharmaceuticals, Macro
Biotech Weekly Ending 8/18 …Five Day Performance The Biotech sector held on a turbulent geopolitical week favoring large caps. Amgen (AMGN) up 1.7%, Merck (MRK) up 3.6%, Regeneron (REGN) up 2.1%. Gilead Sciences (GILD) was off 6% on concerns it would lose market...
by Raynovich Rod | Aug 9, 2018 | Biopharmaceuticals
Update-2… 8/12 Biotech and Healthcare Holds on Emerging Market Down Day IBB down 0.55%, XBI down 0.43%, XLV down 0.43% EEM down 2.13%, QQQ down 0.76%. ==== Update-1 Rally Fades a Bit into the Close Biotech stocks were mixed trading closer to the flatline after...
by Raynovich Rod | Aug 5, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
9/10 Update: Long Tesaro (TSRO) We added small positions at $32 on August 21 and more on 9/7 at $35+. =============== Rayno Biopharma Performance 2018: YTD 8/4 Large Caps Begin to Outperform FBT Is the Best All Around Life Science Play up 19% YTD We have provided...
by Raynovich Rod | Aug 2, 2018 | Biopharmaceuticals
Q2 Earnings Updates: BLUE,REGN Regeneron Pharmaceuticals (REGN) soared 7% to $397 on earnings beat with adjusted EPS of $5.45. U.S.Eyelea sales grew 8% to$992M and global sales grew 13% to $1.66B. Eczema drug Dupixent grew to $209M. Regeneron (REGN) recently hit its...
by Raynovich Rod | Jul 31, 2018 | Biopharmaceuticals
Aug 1 Update…overall a good day Hot Mid-Caps: BPMC up 12.18%, NBIX up 13%, SRPT up 3.47% Large Cap Rayno Portfolio Movers: ABBV up 1.82%, BIIB up 2.9%, BMY up 1.48% XLV Flat today after 6.2% run in July, FBIOX up 1.7% with LOXO,NBIX added ============= Momentum...
