Notes from BIO 2015 #1 Recap and Biotechnology Trends-M&A, Precision Medicine
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 were excellent...
Biotech Stocks Hit New Highs-Large Caps Lead The Way…Update-2 June 25
Update -2 … June 25… IBB off all time high of 379.97 SCOTUS opinion in favor of ACA (ObamaCare) is favorable to hospital stocks and positive for HC sector overall as we have assumed since 2010. The XLV Health Care Select SPDR ETF is up 11.25% YTD and 162.5% over five years. The bull...
BIO 2015 in Philadelphia next week-June 15-18
We will be attending the BIO International Convention in Philadelphia next week. Sign up now to receive life science industry news.
Slower Growth in Diagnostics Stocks Except for NexGen Sequencing and Molecular
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 growth vs forecasts. Rayno...
Biotech ETF Trending Shows Shift To Speculative Stocks: XBI
Updated 6/10 Biotech ETFs lag overall in 1.4% rally. Materials, financials and technology lead. Large cap biotechs doing well. Rayno portfolio winners today: ALXN, BIIB, GILD, RHHBY etc Rapid Fire Re-Balancing of ETFs into More Speculative Names Is the Tail Wagging the Dog? We have published a...