by Raynovich Rod | Oct 31, 2016 | Biopharmaceuticals
Biotech Meltdown: Numbers Don’t Mean Much Until We See New Product Growth We are almost through the earnings season and despite good results most biotech stocks tanked again today.The reason you know well by now-expectations for earnings and top line growth have...
by Raynovich Rod | Oct 26, 2016 | Biopharmaceuticals, Macro
Update-3… 10/28 9:30 am… No Relief From Earnings- Biotech Stocks Get Crushed By More Pricing Commentary on Earnings Calls Amgen (AMGN) down 11% on pipeline, revenue growth, Enbrel pricing concerns despite beat. Softer pricing environment from McKesson...
by Raynovich Rod | Oct 21, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
CLIA Labs Offer Liquid Biopsy Tests for Cancer and Precision Medicine We attended presentations from two emerging companies developing molecular diagnostics platforms focused in cancer.Their mission is to develop cost-effective, non-invasive diagnostic assays and...
by Raynovich Rod | Oct 20, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from...
by Raynovich Rod | Oct 17, 2016 | Biopharmaceuticals
BIO Investor Forum 2016 We will be attending the BIO Investor Forum beginning Tuesday October 18 for two days. Last year the meeting was excellent for coverage of small cap biotech companies and important issues and trends in the life science industry. Over 100...
by Raynovich Rod | Oct 12, 2016 | Biopharmaceuticals
Update-1… 10/14…2:30p EDT Ariad Pharmaceuticals (ARIA) Drops 8.25% to $12 on Senator Bernie Sanders Criticism of Drug Pricing; Sanders was also on Bill Maher (HBO) XBI down 2.25% just below support of $60 Update-2… 10/15…Biotech Blues-Tough...
by Raynovich Rod | Oct 5, 2016 | Biopharmaceuticals
Green Tape Today Shows Resilience– 10/10/16 ESMO Cancer Congress 4%+ Up movers: AGIO ARIA BLUE CLVS LGND PBYI TSRO etc. XBI up 2.39% More Bad Clinical News for Biotech:ALNY,CLVS The XBI lost 3.2% for the week to $64.15 taking a hit from Alnylam (ALNY) downdraft...
by Raynovich Rod | Sep 29, 2016 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1… See Caution 9/29 Update-2…See Rayno Biobeat for updates after Trump Rally. For overweighting biotechs in a portfolio consider XBI instead of IBB to get mid and small cap exposure. ——– Rayno Portfolio Outperforms the Market...
by Raynovich Rod | Sep 26, 2016 | Biopharmaceuticals
Update-2… 9/29 Caution on Biotech-Major Sell-Off with IBB off 3.12% The market had a bad day today hit by Wells Fargo (WFC) Congressional hearings and paranoia about Deutsche Bank AG (DB). Unrelated to this news was a major sell-off in biotech stocks with...
by Raynovich Rod | Sep 22, 2016 | Biopharmaceuticals
Biotech ETFs Are Having A Strong Quarter and Offer Good Investment Options On July 20 we did a review of active funds vs biotech ETFs in the biotechnology/life science sector just after the BREXIT lows. At that time biotech ETFs and broadly diversified funds beat the...