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....
by Raynovich Rod | Jan 12, 2017 | Biopharmaceuticals
Biotech Rally Snuffed Out Again By Tough Trump Talk on Drug Pricing Any market optimism from the Conference about new product pipelines, M&A and “read-outs” on clinical data was chilled by Trump’s idea to let Medicare negotiate for better drug...
by Raynovich Rod | Jan 10, 2017 | Biopharmaceuticals, Clinical Diagnostics and Tools
Wet Stormy Weather in San Francisco-A New Indicator for a Good Year Ahead? About 8000+ investors, entrepreneurs and life science Company executives piled into the Westin St. Francis for the Annual J.P.Morgan Healthcare Conference and maybe 10k+ others at several other...
by Raynovich Rod | Jan 9, 2017 | Biopharmaceuticals
We will publish updates this week from the Conference. As of 3:45p EST the biotech sector is rallying. The IBB is up 1.6% and the XBI is up 3.5%. Biotech stocks were helped by the buyout of Ariad Pharmaceuticals (ARIA) by Takeda Pharmaceuticals in a deal worth $5.2B....
by Raynovich Rod | Jan 2, 2017 | Biopharmaceuticals
Update-2…1/6/17– Three Day Biotech Rally…12N EST NASDAQ at New Highs 5532 XBI is up 5 points since last Friday’s close to $63.45;The IBB is up 16 points to $280. Investors are betting on a turnaround in healthcare with positive news from the...
by Raynovich Rod | Dec 20, 2016 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Life Science Sector: What’s Going On With Dx and Tools Stocks? We dropped coverage of Life Science diagnostics and tools stocks in January 2016 just after the severe market correction began. Of course the downdraft opened up great values in several stocks.We...
by Raynovich Rod | Dec 19, 2016 | Biopharmaceuticals
Biotechs Fade After Promising Start-Smaller Cap Winners Biotech stocks got a jump-start this morning peaked quickly then abruptly sold off at about 2p. The IBB ended down 1.33% to 268.79 off recent five-day highs of $274 and considerably off post-election highs of...
