by Raynovich Rod | Jul 5, 2012 | BIOgraph, Biopharmaceuticals
Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF’s with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and short...
by Raynovich Rod | Jun 28, 2012 | BIOgraph, Biopharmaceuticals, Macro
Update 1 Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today’s trading and our take:...
by Raynovich Rod | Jun 22, 2012 | Biopharmaceuticals, Macro, Reading List
BioBuzz Rolls On After a bad day on NASDAQ yesterday with some profit taking in biotech there is a lot of green screen today. The sector is up 1% today and we are near all time highs like the XBI ($86.92). But to many investors, biotechnology is relatively unknown or...
by Raynovich Rod | Jun 21, 2012 | BIOgraph, Biopharmaceuticals, Energy, Macro
Sell-off gets worse with S&P down 2%. Moody’s downgrade of banks expected by end of day. Bear market for commodities? ———– We have been at BIO 2012 in Boston over the past week and will provide interesting trends and data from the...
by Raynovich Rod | Jun 6, 2012 | BIOgraph, Biopharmaceuticals
A Biopharma Stock We Missed-Pharmacyclics (PCYC $38.21) up 9.89% today It is unbelievable that we missed the huge move in PCYC up 157% YTD with a one year range of 7.63 to 38.56. The market cap is $2.63B. The Company has a robust pipeline of products led by Ibrutinib,...
by Raynovich Rod | Jun 4, 2012 | BIOgraph, Biopharmaceuticals
Antibody Drug Conjugates Make Progress for Cancer Therapy- Immunogen and Seattle Genetics Many of our focus stocks were up today helped by a late day rally that brought the NASDAQ up 0.46% at the close. Major biotechnology ETF’s (IBB,XBI) also recovered with...
by Raynovich Rod | May 17, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Facebook Hype Effect-Sell MO Stocks? Many of the favorite momentum stocks are being hit with profit taking today including large cap biopharmaceutical stocks. With the NASDAQ down 0.8% at 2850, we see a lot of countertrends like gold up $39.70 off recent lows to...
by Raynovich Rod | May 16, 2012 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Why is the biotechnology sector still strong? Despite all the gloom and doom in the markets over the past 60 days the biotechnology sector has barely flinched and is currently at YTD highs. Bellwether ETFs IBB (126) and XBI ($82.85) are up over 20% YTD after a brief...
by Raynovich Rod | May 9, 2012 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
Market Off Its Lows Today-Consumer Cyclical and Technology Outperforming Healthcare The market continues to be weak with the NASDAQ entering its 5th day of the sell-off down 4.29% but the QQQ ($64.29) NASDAQ-100 has recovered from lows today. The ETF IBB ($64.32) has...
by Raynovich Rod | May 4, 2012 | BIOgraph, Biopharmaceuticals, Macro
The NASDAQ Biotechnology Index IBB ($122.30) is off 1.5% today and more than 2% off its all time high of $126.65. The first clue to the current sell-off was a CNBC Fast Money Contributor to buy the ETF XBI ($79) earlier in the week at its top of $82. Earlier this...
