by Raynovich Rod | Jul 6, 2015 | Biopharmaceuticals, Macro
Update 7/8/15 12:10p EDT Strange Day with Computer Networks NYSE exchange is down and trading halted- all orders are cancelled. However stocks are trading on other exchanges but at very low volume. United Airlines Grounding Ends after two hour disruption due to a...
by Raynovich Rod | Jun 30, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Dealmaking and Fast Money Fuel Biotechs Q2 2015 Review Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD. The XBI Biotech ETF continues to be the sector ETF leader up...
by Raynovich Rod | Jun 29, 2015 | Biopharmaceuticals
Biotech Stocks in Broad Sell-Off The biotech sector is usually immune to macro events but today the crisis in Greece gave investors an excuse to take profits. Many biotech stocks and ETFs were down over 3% faring worse than the NASDAQ down 2.4%. The sector, as tracked...
by Raynovich Rod | Jun 26, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools
Edited 6/27 BIO 2015 #2 Gene Therapy and Antimicrobial Resistance (AMR) 6/26 This is a continuation of our previous update for BIO 2015 #1. Keep in mind these are notes not complete articles. Next Generation Biotherapeutics The Promise of Gene Editing- CRISPR, CAR-T....
by Raynovich Rod | Jun 24, 2015 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings...
by Raynovich Rod | Jun 19, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update -2 … June 25… IBB off all time high of 379.97 SCOTUS opinion in favor of ACA (ObamaCare) is favorable to hospital stocks and positive for HC sector overall as we have assumed since 2010. The XLV Health Care Select SPDR ETF is up 11.25% YTD and...
by Raynovich Rod | Jun 9, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Updated 6/10 Biotech ETFs lag overall in 1.4% rally. Materials, financials and technology lead. Large cap biotechs doing well. Rayno portfolio winners today: ALXN, BIIB, GILD, RHHBY etc Rapid Fire Re-Balancing of ETFs into More Speculative Names Is the Tail Wagging...
by Raynovich Rod | Jun 7, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
ASCO Week in Review- Rayno Biopharmaceutical Stocks The market action over the past week focused on speculative stocks rather than the overall biopharmaceutical sector. Major ETFs over five days were mixed with the smaller cap XBI up over 1%, the IBB flat and the FBT...
by Raynovich Rod | Jun 2, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 BLUE Drops 1.96% and 1.77% After Hours 6/3 In the bubbly CAR-T world bluebird bio (BLUE) and Celgene announced a deal for for development of product candidates for B-cell maturation antigen (BMCA) utilizing bluebird bios’s gene therapy technology to...
by Raynovich Rod | Jun 1, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Indices Can’t Break Through Triple Top IBB at $365, XBI at $239 Red and green day Biotech stocks were mixed today with the major indices holding the flat line. However with all of the clinical data coming out of ASCO (American Society for Clinical...
