by Raynovich Rod | Jun 15, 2016 | Biopharmaceuticals
Healthcare Affordability Creates a Trust Gap Super Session -Seeking Healthcare Sustainability and the Economic Role of Drugs Consumers are becoming more distrustful of the government because of healthcare affordability. Recently politicians have focused on...
by Raynovich Rod | Jun 14, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
BIO International 2016 : “Imagine Who You will Meet” was an Appropriate Theme Healthcare Disruption Is Creating Reform BIO 2016 was an excellent meeting as usual because of the opportunity to hear thought leaders, policy makers, scientists and make...
by Raynovich Rod | Jun 10, 2016 | Biopharmaceuticals, Macro
Update-1 After Close 6/10/16 –Biotech Rally Fizzles in Broad Sell-Off The market continued to sell off during the day with only a little bounce off the lows. The material and energy sectors got hit hard down 2.4 and 1.6% respectively but weakness was across the...
by Raynovich Rod | Jun 5, 2016 | Biopharmaceuticals
Pre-ASCO rally-Three Weeks of gains= 8-15% Every year the ASCO Meeting excites investors because of clinical data being presented on a huge pipeline of oncology products. High expectations have already delivered an ASCO rally so now can the actual clinical data...
by Raynovich Rod | Jun 3, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
BIO International Conference-Trends in the Biotechnology Industry We will be attending BIO International Convention in San Francisco next week and will provide news updates on relevant topics such as Personalized Medicine, biopharma drug policy and pricing, and next...
by Raynovich Rod | May 31, 2016 | Biopharmaceuticals
Update June 1… After Close Biotech Holds…Uh oh CNBC is talking about biotech. IBB 281.18, XBI 58.18 This stealth rally has been going steady for two weeks but now CNBC and its “Fast Money” show are talking up biotech so is this a jinx? And...
by Raynovich Rod | May 27, 2016 | Biopharmaceuticals
Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The...
by Raynovich Rod | May 24, 2016 | Biopharmaceuticals
Update-1 “Growthier” market move sparked by housing data-new home sales jump 16.6% A broad rally today surprised many traders. Technology was a leader up 2% followed by healthcare up 1.49%. US new single family home sales hit an 8 year high a sign of...
by Raynovich Rod | May 16, 2016 | Biopharmaceuticals
Update: M&A will come back– Pfizer (PFE) buys Anacor (ANAC) for $5.2B. Now you see why inversions are not good for biotech stocks as PFE had to give up reverse merger and go for growth. Last three posts are still on the mark. The 4% move today in XBI...
by Raynovich Rod | May 11, 2016 | Biopharmaceuticals
Will try to post by weekend. Thank you for reading. IBB down 3% to 256. 5/11/16
