by Raynovich Rod | May 8, 2017 | Biopharmaceuticals
May 8, 2017 Large Cap Biopharma Valuations After Q1 Earnings Large cap biopharmaceutical stocks are about 3-4% off their 2017 highs but have been losing momentum. Here is a quick review of the valuation metrics: Best stock performance YTD are REGN up 15.3%, AMGN up...
by Raynovich Rod | May 1, 2017 | Biopharmaceuticals
Update: Big Down Day in Biotech XBI down 3% Article to follow: big movers down CELG,KITE, PBYI, TSRO, XLRN etc Update-1… 5/8/17…Biotech Sector Losing Momentum XBI down 4.3% over 5 days although still up 15.5% YTD. IBB very weak today down over 2%. NASDAQ...
by Raynovich Rod | Apr 25, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update #2 Large Cap Biopharmaceuticals: ABBV, ALXN, BMY, CELG Abbvie (ABBV) Reported Better than Expected Earnings and Revenues Worldwide GAAP revenues were $6.538B up 10.1% with Global Humira sales up 15.1% and Q1 IMBRUVICA sales of $551M. Full Year 2017 outlook for...
by Raynovich Rod | Apr 15, 2017 | Biopharmaceuticals
Update at Close…April 18 Biopharma takes a step back Healthcare stocks were top loser down 0.93%. Biotechs were hit hard today with many high fliers selling off. Large caps were all down with Regeneron (REGN) the big loser down 1.98%. The IBB was down 1% at...
by Raynovich Rod | Apr 11, 2017 | Biopharmaceuticals
Biotech Doldrums: Nothing to Entice Buyers Trump Agenda for Tax Reform and Deregulation Stalls Geopolitical News Curbs Market Sentiment Recent geopolitical news has created a backdrop that has discouraged investors in biotech who were already risk averse from drug...
by Raynovich Rod | Mar 29, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update…3/31/17 Performance %: March and YTD FBT -0.83, +15.87 FBIOX -2.43, +15.79 * Fidelity ahead of IBB in 2017 IBB -3.05,+10.5 QQQ +1.04, +11.73 XBI -2.82, +17.15 XLV -1.9, +7.86 Notable Rayno Portfolio Picks %: March and YTD ABBV +2.9, +4.08 AMGN...
by Raynovich Rod | Mar 21, 2017 | Biopharmaceuticals
3/22 Update after close..Relief Rally Awaiting Tomorrow’s Vote Large Caps-mostly green with IBB up 0.54%. Mid Caps-some strength RDUS up 3.48% SGEN up 1.74 %, ,TSRO up 4.08%. Small caps XBI up 0.98%. NASDAQ up 0.48%. ========== Biotech Stocks Sink on Trump...
by Raynovich Rod | Mar 17, 2017 | Biopharmaceuticals
Upbeat Drug Study Data from an Amgen Cholesterol Trial but Stocks are Clobbered Because of Higher Expectations LDL cholesterol is a Toxic Risk Factor Results from a long-term study on the efficacy of a new generation of LDL cholesterol reducing drugs fell short of...
by Raynovich Rod | Mar 7, 2017 | Biopharmaceuticals
Update-1… 10:45 am PST Biotech Rally Resumes tweets on drug pricing are apparently forgotten XBI up 2.63%, IBB up 1.6% Green screen day Smaller cap, clinical stage stocks dominate winners. =========== Trump Tweet Clips Biotech Rally-Drug Pricing Rhetoric Clouds...
by Raynovich Rod | Feb 27, 2017 | Biopharmaceuticals
2017 Biotech Breakthrough on a Green Screen Day Biotech stocks got a second wind today and the 2017 rally broke through recent tops that have been strong resistance. Our favorite trading pick the XBI soared 4.82% to $70.48 breaking through the September top and 19% up...
