by Raynovich Rod | Aug 26, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Rayno Biopharmaceutical Stocks- Including New Picks Another great day for biotech with most Rayno stocks in a rally mode with a bit of profit taking on Gilead Sciences(GILD) down 1%. Notable movers up on our core picks are: Alkermes (ALKS), Amgen (AMGN), Ariad (ARIA),...
by Raynovich Rod | Aug 25, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Look for a decent rally in the biotech sector today after Roche agreed to pay $8.3B for Intermune which is awaiting approval of pirfenidone,a treatment for idiopathic pulmonary fibrosis. The stock is up 36% in pre-market today and was already up 17% over one month....
by Raynovich Rod | Aug 22, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Life Science ETF's and Mutual Funds
Large Caps Rule Macro and Seasonal Risks Create a Choppy Market The August biotech rally has taken us to the midpoint of the February top and May bottom and is faltering. Look at the XBI SPDR S&P biotech ETF (XBI), a proxy for momentum and smaller cap trading, up...
by Raynovich Rod | Aug 11, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Update 8/20/14 IWM at $115, NASDAQ at 4528 Rayno Focus Stocks Achillion (ACHN) at 52 week high up 204% YTD and 48 % over 30 days. Gilead (GILD) new all time high at $101.36. Rayno Large Cap Biopharmaceuticals Portfolio (ALXN, AMGN, BIIB, FBT, GILD, REGN,RHHBY) up...
by Raynovich Rod | Aug 5, 2014 | Biopharmaceuticals
Biotech ETFs or Large Caps Are Best Plays In March 2014 we recommended an overweight in large cap biotech stocks due to volatility and higher risk of smaller cap stocks lacking revenue visibility. As we move into the fourth quarter we will reassess upside in the...
by Raynovich Rod | Jul 31, 2014 | Biopharmaceuticals
Biotech Stocks Take a 2+% Hit-Risk Off Again Bull Market Intact But Expect Choppy Summer Tape As of our previous portfolio review we are 15-20% cash and overweight large caps. The sell-off on July 31 hit all biotech stocks.However all major ETFs are up YTD with our...
by Raynovich Rod | Jul 29, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Some Huge Moves Today Brings Hope For Summer Rally ETFs Up: FBT $83 up 2.58%, IBB $254.78 up 1.14%, XBI $148.9 up 3.28%. Rayno Large Cap Portfolio: up 14,4% YTD with Biogen Idec(BIIB) and Gilead (GILD) leaders; near July highs. Virtually everything is up but big...
by Raynovich Rod | Jul 22, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update 7/23 Biogen Idec (BIIB) Soars 11% on Earnings EPS at $3.49 vs est $2.83; Sales of MS drugs were $2.42B vs $1.72B last year. Our large cap portfolio is now up 15% YTD with less risk than mid and small caps. One analyst thinks PBYI will be acquired but watch out...
by Raynovich Rod | Jul 15, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update 8PM EDT NASDAQ Holds Losses to 0.54%-Futures Stable Biotech Damage Across the Sector-Rayno Life Science Portfolio Notes Large Caps off about 2% (FBT), but Gilead (GILD) down only 0.95% and Roche (RHHBY) up 0.28%. Rayno Biopharma stocks all red down 3-4% with...
by Raynovich Rod | Jul 14, 2014 | Biopharmaceuticals
Healthcare Stocks trail other sectors up 0.34%, Energy up 0.8%, Financials up 0.73% and Technology up 0.77% But biotech ETFs are in the Green Biotechnology stocks were mixed today with the following winners among our large cap picks: Gilead Sciences (GILD) up...
