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...
by Raynovich Rod | Jul 29, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update 7/30 at close- -Large Caps Outperform-Very Weak Tape NASDAQ continues slide down 1.39% Large Cap Leaders ABBV up 0.89%, BMY up 3.53%, CELG up 2.87%,MRK up 2%,REGN up 1.06%, VRTX up 1.35%. BIIB down 2.63%. Mid-Cap Red Screen: ACAD down 4.08%, ALNY down 7.37%,...
by Raynovich Rod | Jul 22, 2018 | Biopharmaceuticals
7/26 We will review all large cap earnings by Saturday 7/28. IBB flat to down over 5 days at $117.87; XBI down 3.2% over 5 days. Technicals do not look good. AstraZeneca (AZN) up 1.9% to $38.15 on $1B new product growth. Stock is at 2018 highs. Biogen (BIIB) stock...
by Raynovich Rod | Jul 17, 2018 | Biopharmaceuticals
Updates: 7/19 pm… Abbvie (ABBV) takes a 4.7% hit on Citron short seller call. Basis for call would be pressure from FDA and Scott Gottlieb concerning stalling by drug companies on biosimilars. Many reports cite biosimilar risk to blockbuster Humira. Merck...
by Raynovich Rod | Jul 9, 2018 | Biopharmaceuticals
Update-2 …Futures Sink As Trade War Rhetoric Heats Up: China Responds to Trump Additional $200B in tariffs on Chinese goods that may get hit with tariffs-See Bloomberg updates. China will take countermeasures-strongly opposed US action. Nikkei hit hardest down...
by Raynovich Rod | Jul 7, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Momentum Boosted by Biogen’s Experimental Drug Biogen Has an Interesting Pipeline of Medicines for Serious Neurological Diseases Broad Biotech Rally-Green Screen Day- Even Large Caps Biotech momentum picked up on Friday after a brief sell-off in late...
