by Raynovich Rod | Jun 24, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Data To Be Submitted in Q4 For Approval Two Phase III studies with combination drug showed clinically significant improvements in lung function Rayno Life Science Pick and Deja Vu Trade Last April at the same BIO Conference we wrote about Phase II data from Vertex...
by Raynovich Rod | Jun 23, 2014 | Biopharmaceuticals
Biotech Stocks Weak After 30 Day Rally NASDAQ at 4365 We will be attending the 2014 BIO International Convention this week. We do not expect any major scientific developments but will try to keep you informed on any market moving events. Several hundred global...
by Raynovich Rod | Jun 18, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update June 19.. 3:10 p EDT Ten Yr 2.62%, U.S.equities flat,biotech mixed, jobless claims down. Japanese and European equities up. Iraq on front page. GOLD Up $41 Breaks Through Resistance at $1300 Gold futures rose on technicals, Middle East turmoil, a weak dollar...
by Raynovich Rod | Jun 12, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
NASDAQ Off 0.8% On Disappointing Economic Data and Spiking Crude Islamic militants took major cities in Iraq causing a spike in oil to $106. The energy sector rallied 0.7% with many smaller players soaring over 4%. The energy sector is very strong up 10% YTD....
by Raynovich Rod | Jun 11, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rally Retraces Correction Up To Mid-Point YTD Up until this week we have focused on large cap biopharmaceuticals because of revenue momentum, fair valuations and earnings. A risk -off sentiment due to lack of ASCO buzz and the Q1 speculative bubble downdraft has...
by Raynovich Rod | Jun 9, 2014 | 2024 Rayno Biopharmaceuticals Portfolio
Update-1…. 45 Minutes Before the Close 6/9…Risk On Biotech stocks soared today right at the open after news of $3.9B Idenix deal news was out. The XBI was up 5.4% on good volume. The XBI is more equal weighted and sensitive to mid and small cap stock...
by Raynovich Rod | Jun 6, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
High Profile Biotechnology Companies with ASCO Presence Investors and traders waited toward the end of the ASCO Annual Meeting week to buy their favorite stocks. The biotech sector overall was boosted after the close of the meeting after a brief sell-off on June 2 and...
by Raynovich Rod | May 29, 2014 | 2024 Rayno Biopharmaceuticals Portfolio
Update 6/4 Snap- back rally and big green screen! Update 6/3….. Daily Performance-from list below 9 winners, 12 losers Rayno Biopharmaceutical Picks in bold— Winners: AGIO, INCY, SGEN, EPZM, MDVN, IMGN, GILD. CELG, PCYC. Losers: CLVS, ARIA, NLNK,CLDX,...
by Raynovich Rod | May 20, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rally Developing-Green Screen Alert If you are underweight large cap biotech add FBT ($76.38) up 2%. Most of our large cap picks are up today: ABBV ALXN, BIIB,GILD,REGN. Reverse pattern from tuesday’s downdraft. ————– One of the...
by Raynovich Rod | May 20, 2014 | 2024 Rayno Biopharmaceuticals Portfolio
Rayno Life Science Focus Stocks: ARIA, IMGN, PCYC Ariad (ARIA) Abstracts Several data presentations will be made for Iclusig (Ponatinib) for leukemias and AP26113 its investigational oral inhibitor of anaplastic lymphoma kinase (ALK). A breakfast meeting featuring...