by Raynovich Rod | Jun 19, 2018 | Biopharmaceuticals, Clinical Diagnostics and Tools
Rayno Life Science Portfolio FMI: Personalized Medicine for Oncology We are on vacation this week but need to update you on Roche (RHHBY) complete buyout of Foundation Medicine (FMI) one of our top picks in personalized medicine for oncology. FMI is up 28% to $136.50...
by Raynovich Rod | Jun 13, 2018 | Biopharmaceuticals
Updated 6/18 pre-market Biotech Update for Week Ending 6/15 A relatively quiet less volatile week with the bullish trend intact at “triple-top” with XBI at $97 level. However, NASDAQ weakness today could blunt run in biotechs. We probably had one of...
by Raynovich Rod | Jun 10, 2018 | Biopharmaceuticals
Update-1 Gene Editing stocks are hit hard by a STAT Report that edited cells may cause cancer. Here is a later summary from STAT. As of 2:45 PDT trading; CRSP down 12% at $60, EDIT down 7.8% at $36.14. NTLA down 9.9% at $24.5. The report was published in Nature...
by Raynovich Rod | Jun 8, 2018 | Biopharmaceuticals
ASCO 2018 Rally Part 2: Traders Take Profits on Nice Gains Biotech Indices and ETFs Show Gains YTD: FBIOX up 8% YTD, IBB up 3.13%, XBI up 9.34% The ASCO 2018 biotech rally was almost according to the script-nice gains leading up to the meeting followed by momentum...
by Raynovich Rod | Jun 6, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
ASCO 2018 Biotech Rally: Biotechs, Techs, and Semis Lead Market Higher Mid-Caps show huge gains but with high volatility. FBT at 142.91, IBB lagging at $110.52, XBI leading at $97.77 IWC Micro-Cap ETF breaking out up 11% YTD. Healthcare (XLV) comes to life lately up...
by Raynovich Rod | Jun 3, 2018 | Biopharmaceuticals
6/4/18…after close Update-2…IBB down 0.65%, XBI down 0.22%. Momentum Waning Big Winners Today : BLUE, FMI, GHDX, IMMU, MRK It would appear that biotech stocks need to be bought prior to ASCO as has been then trend in the past i.e sell before the news....
by Raynovich Rod | May 29, 2018 | Biopharmaceuticals
Updates 5/30 Pre-ASCO Rally: XBI regains momentum to $94 level. IBB breaks through SMA 200 level to $108+. Many mid-caps from our watch list soaring-CRSP*, FMI, FOLD, LGND, LOXO, NKTR, SGEN, SRPT etc. *Note CRSP got whacked after hours down 13 points! The FDA has put...
by Raynovich Rod | May 21, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Mid-Caps- Momentum Trade is Back ASCO Abstracts Provide Clinical Updates But as of 2 P EDT Stocks Are Being Hit By Profit Taking XBI at $92.39 Biotech mid-caps had a good week ending 5/18 as tracked by the top performing XBI which was up 2% and over 10% in...
by Raynovich Rod | May 14, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update: 5/17…Mini-Rally Continues With Help From ASCO Abstracts XBI hits $93.78 above April highs, up 5.32% over 5 days, 10.5% YTD. IBB at April highs at $107.59, up 3.62% over 5 days, up 0.77% YTD Many Mid-Caps are hot: BLUE, CRSP, EXEL, FOLD, LGND, LOXO. See...
by Raynovich Rod | May 10, 2018 | Biopharmaceuticals
Trump Speech on Plan for Lower Drug Prices 5/11 After close. Biotech and healthcare stocks were broadly higher. Key words by HHS Secretary were “complex” and “will take time”; more updates tomorrow. General objectives appear to be to lower list...
