by Raynovich Rod | Feb 23, 2017 | Biopharmaceuticals
Fidelity Biotech Portfolio (FBIOX) Is Beginning to Show Benefits of Active Management Biotech stocks have outperformed the market YTD despite a bit of a sell-off recently. During the bubblicious momentum days of 2015 when biotech was on a tear major biotech ETFs...
by Raynovich Rod | Feb 20, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update-1… 2/22/17 Dow closed at a record 20,775.6 with energy the big loser, healthcare down 0.19% and NASDAQ flattish. Biotech stocks sold off with the IBB down 0.85% after hitting $296 near a 52 week high last Thursday. XBI was hit harder down 1.77% to $67.79....
by Raynovich Rod | Feb 16, 2017 | Biopharmaceuticals
Update-1 2/16… Profit Taking Day-Momentum Eases IBB,XBI down ~0.65% Large caps mixed: AMGN,GILD,MRK,RHHBY in green; REGN down 2.86%. Alexion (ALXN) down 1.22% on earnings and guidance. Misses on Revs but up 18.5%. Mid Caps in the red: GWPH down 2%; ICPT down...
by Raynovich Rod | Feb 11, 2017 | Biopharmaceuticals
Top Biopharmaceutical Stocks : Performance and Financial Metrics after 2016 Earnings We have updated the comparison of eight large cap biopharma stocks post 2016 earnings for the period ending 2/10/17. Keep in mind that in January 2016 there was a severe correction...
by Raynovich Rod | Feb 10, 2017 | Biopharmaceuticals
Update-1… 1:45p EST Biotech Rally Biogen (BIIB) looking good in here at $275+, up 4.2% over five days, down 2.7% YTD. IBB and XBI slight gains. ======== Biotech Rally Takes Levels to January Top IBB up 1% to $284.56, up 7.2% YTD XBI up 1.79% to $67.07, up 13.3%...
by Raynovich Rod | Feb 7, 2017 | Biopharmaceuticals
Update 2/8/17 12N EST Biotech Stocks Perk Up on M&A Rumors PARP Inhibitor stocks- Clovis Oncology (CLVS) up 3%, Tesaro (TSRO) up 12.5%. IBB and XBI flattish. EXEL up 2.7%. INCY up 1.78%. GWPH up 3.9%. Also Foundation Medicine (FMI) is up over 10% to $24 with no...
by Raynovich Rod | Jan 31, 2017 | Biopharmaceuticals
2/6/17 1 PM EST Mid-Caps Outperform in 2017 We will update the metrics and performance of “Large Cap Biopharma” after earnings from Gilead Sciences (GILD) and Regeneron (REGN) tomorrow. The XBI is up 11% YTD. The IBB is up 6.3% YTD. Merck (MRK) leads all...
by Raynovich Rod | Jan 30, 2017 | Biopharmaceuticals
Update: 1/31/17 Biotechs rallying in midday trading afterTrump meeting. Looks like a good time to add positions like CELG IBB and XBI. Mid-Caps are strong-ALNY TSRO SGEN. Dx and Tools- DHR TMO good earnings. Update: After Close 5P 1/30/17 IBB down 1.35%, XBI down...
by Raynovich Rod | Jan 18, 2017 | Biopharmaceuticals
Update-1…1/24/17…Bit of a Rally Leaves Out Healthcare Stocks Markets rallied a bit today but biotech and drug stocks remain stalled by the Trump triggered bashing two weeks ago. Moreover traders are back to nibbling at the infrastructure theme with...
by Raynovich Rod | Jan 13, 2017 | Biopharmaceuticals
Large Cap Biopharma Stock Performance YoY from J.P.Morgan Conference The market recovered slightly today from yesterday’s “Trump storm” attacking drug prices. The IBB rose 0.36% and the XBI rose 1.56% . The healthcare sector overall was flat....
