by Raynovich Rod | Dec 10, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools
Tradeable Intermediate Bottom Today 12:36P… 12/15 GILD 102.8,IBB 331 Update at Close Update…Sunday 12/13/15…Grim Outlook…Risk Off The market sunk further Friday afternoon after 3p for a NASDAQ close at 4933 off 2.33% (up 4.17% YTD) for the...
by Raynovich Rod | Dec 2, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Dominant Trend is Precision Medicine and Molecular Medicine Lackluster revenue growth has tempered stock gains since Q3 earnings reports however the sector has always had good investment potential due to M&A and new products. Stocks are up from October lows. Our...
by Raynovich Rod | Nov 19, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI up 1.92%, XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable...
by Raynovich Rod | Nov 13, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update 11/16 PM Biotech Rally Underperforms Energy up 2.99% and Telecom up 1.81% The S&P and Dow rallied past Paris attack and terrorism concerns after an early morning stall. Biotechs underperformed weighed down by the Clovis Oncology (CLVS) NDA delay. The IBB...
by Raynovich Rod | Nov 5, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Looking for Value in a Slow Growth Market Life Science stocks took a big hit over the past summer and many have not fully recovered.The important metric to watch is sales growth because many of the smaller cap companies are still lagging in earnings growth so the PE...
by Raynovich Rod | Sep 16, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August....
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 11, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing sales and earnings...
by Raynovich Rod | Mar 16, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
March 18-Stealth Rally With A Tempered Tape In Biotech NASDAQ up 0.92% Biotech stocks lagged the surprising FED rally today maybe because money was moving to other sectors.This bears close watching because only this week biotech stocks hit a new high.Money may be...
