Valuation Models for Biopharmaceutical Stocks
Are Biotech Valuations in the "Bubblet" Phase? In September of 2013 we wrote about the valuations of biotechnology companies from an M&A perspective after the acquisition of Onyx Pharmaceuticals (ONXX) by Amgen at a price of $10.4B. We will attempt to develop a model going forward that...
Risk is Rising-Caution in Biopharmaceutical Stocks
Our Indicators Flash a Caution Signal Today No Change in Portfolio Picks If you are not at 10% cash in your biotechnology portfolio it is time to take profits or hedge your portfolio. If your biotech stock did not hit a new high last week you may want to sell it. Risk is rising and a red screen...
Market Sell-Off Accelerating As Shut-Down Drags On Update 10/4 CLDX
Life Science Trading Update 10/4/13 NASDAQ up 0.88% at 3809 Is the market expecting Boehner to settle? Green screen today with most market leaders up about 2%: AMGN, BIIB, PCYC, REGN, VPHM. ETFs up in the 1% range. DX and Tools Movers: GHDX, ILMN. Mid and small-cap biopharmaceuticals:...
Rayno Biopharmaceuticals Portfolio YTD Performance and New Highs: PCYC,SGEN,REGN
Biotech Stocks Hit New Highs Unfazed By Shutdown Biopharmaceutical stocks continued their blazing Q3 run today buoyed by assumptions that demand for pharmaceuticals will increase with 55 million new potential patients from Obamacare and that healthcare stocks are less affected by a weaker...
Biopharma Stocks Take Another Leg Up: ALXN, CBST, PCYC, REGN
Biotech Stocks Will Not Wait for Congress-Huge Rally Across the Board Analysts and Media are Piling On-Momentum Rules IBB up 1.75% XBI up 1.81% Rayno Biopharmaceuticals stocks are in a new leg up with large cap winners: Alexion (ALXN $115) up 2% Cubist (CBST $67.62) up 2.95% Pharmacyclics...