by Raynovich Rod | Feb 25, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update: 1:40 EST 2/25… Gene Therapy stocks soar on Spark (ONCE) Deal: BLUE, CRSP, RARE; and XBI up 4.2%. Another big deal as GE sells healthcare business to Danher (DHR) for $21.4B; GE up 8.26%, DHR up 8.38%. ========== M&A Drives Mid and Small Cap Biotechs...
by Raynovich Rod | Feb 14, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update: GenMark (GNMK) Soars on Q4 and Full Year 2018 Results Revenues of $70.8M were 35% over 2017 Results Q4 Revenues were $19.4M an increase of 21% over prior year. ePlex Revenues for Q4 were 412.1M an increase of 110% over prior year. Loss per share was reduced...
by Raynovich Rod | Feb 4, 2019 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update 2/7/19 Mid-Day Trading : Risk Off Day The market is trending down with all major indices in the red and the XBI $81.96 down 2.75%. We sold our position in the XBI yesterday at $83+. Array (ARRY) continues to run up at $21.60. Hot stock MacroGenics (MGNX) cooled...
by Raynovich Rod | Jan 24, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update ….Jan 30 2:45p EST …FED to be Patient and Policy Stance is Appropriate FED to “wait and see” before raising rates-stocks soar. FED-“US Economy in a good place” NASDAQ up 2%, DOW up 1.73%, S&P up 1.53% XLV up 1.27%, IBB...
by Raynovich Rod | Jan 17, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-2 1/21/19…Heads Up Red Futures Growth worries return-Asian Stocks down IMF Lowers Global Growth-Poor Performance for Europe Biotech rally could stall Update-1 1/20/19…XBI at $83.38 approaching November resistance at $85 Barron’s 2019...
by Raynovich Rod | Jan 9, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update 1/14 After close: Biopharmas on the weak side from drug pricing politics. Both parties focused on pharmaceutical drug prices. IBB at $107.17 down 1.69% ; XBI at $80.12 down 2.29%. Red screen for Mid-Caps; BLUE BPMC NKTR all up a tad. Update 1/13 10:30P Sunday-...
by Raynovich Rod | Jan 8, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1…1/21/19 Liquid Biopsy I attended a Panel Session on Cancer Liquid Biopsy and although progress is being made on molecular diagnostics there are no newsworthy breakthroughs nor actual data showing a hard timeline. Here is an article from BIO 2016. There...
by Raynovich Rod | Aug 23, 2018 | 2023-24 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
8/24/18 After Close: Rally Continues with 10/11 Sectors Higher XLV finishes at all time high at $91.89 FED’s Powell Defends Gradual Interest Rate Policy despite Trump pressure Oil Surges 15 to $68.57 on supply concerns with Iran sanctions Major indices hit 52...
by Raynovich Rod | Jun 19, 2018 | Biopharmaceuticals, Clinical Diagnostics and Tools
Rayno Life Science Portfolio FMI: Personalized Medicine for Oncology We are on vacation this week but need to update you on Roche (RHHBY) complete buyout of Foundation Medicine (FMI) one of our top picks in personalized medicine for oncology. FMI is up 28% to $136.50...
by Raynovich Rod | Jun 6, 2018 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
ASCO 2018 Biotech Rally: Biotechs, Techs, and Semis Lead Market Higher Mid-Caps show huge gains but with high volatility. FBT at 142.91, IBB lagging at $110.52, XBI leading at $97.77 IWC Micro-Cap ETF breaking out up 11% YTD. Healthcare (XLV) comes to life lately up...
