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...
by Raynovich Rod | Jul 8, 2014 | Biopharmaceuticals
Re-iterate call from Tuesday….futures down 0.8%-Russell down 2%, gold up, Japan and Europe down.. Bad Tape Yesterday (7/7) Calls For Raising Cash NASDAQ at 4451 up 6.58% YTD Major ETFs and Fidelity (FBIOX) take a ~3% hit All major market sectors weak with...
by Raynovich Rod | Jul 3, 2014 | Biopharmaceuticals
Rayno Diagnostics and Tools-Sequencing Rules Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(CSII) and...
by Raynovich Rod | Jul 2, 2014 | Biopharmaceuticals
Biopharmaceutical Stocks Come Roaring Back After Q1 Correction Most Stocks Bottomed in April -We are Currently in Rally Mode The biotech sector is up 18% YTD as tracked by most popular ETFs (FBT,IBB,XBI). After a vicious sell-off from the February bubble the biotech...
by Raynovich Rod | Jul 1, 2014 | Biopharmaceuticals
2014 YTD- ETFs Outperformed Managed Funds In Biotech In the past managed life science funds outperformed ETFs but this has reversed in 2014. Fidelity’s flagship Select Biotechnology Portfolio (FBIOX) is up 10% YTD and 41.4% over one year, and 229.6% over 5...
by Raynovich Rod | Jun 30, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Rayno Life Science Stocks Focused on Genetic Tests and Biomarkers We have been writing about molecular diagnostics and tools stocks for over 5 years. Here is the summary of our Portfolio. Yesterday we provided an update from BIO 2014 on personalized medicine and...
