2018 J.P.Morgan Healthcare Conference #2: Digital Health Session Notes
2018 Digital Health Panel: Is Digital Health at an Inflection Point? A packed session in the Colonial Room at the J.P.Morgan Healthcare Conference heard a panel of scientists, investors and entrepreneurs moderated by Lloyd B.Minor M.D., Dean, Carl and Elizabeth Naumann Stanford University...
2018 J.P.Morgan Healthcare Conference Day One Notes: Weak Start Despite Positive Updates
Weak Start for Biotech Stocks on 1/8/18-Red Screen Day Positive Updates on BIIB CELG GILD etc Biotech ETFs Firm Up about 1.5% Tuesday AM JPMorgan Healthcare Conference Biotech stocks abruptly sold off at the market open yesterday with the XBI down 2% to the $85.31 level and the IBB down 1.33%...
Biotech ETFs vs Active Funds: Fidelity Biotech Fund Outperforms the IBB…Update
Biotech ETF Performance Updates as of 4/11/18 YTD FBT First Trust NYSE Arca Biotech ETF is the leader in 2018. FBT up 7.45% Top Five Holdings are: AVXS, NKTR, XON, AGIO, TECH. The holdings are quite different than the large cap weighted FBIOX and IBB. XBI up 3.75% at $90.3; top holdings BIVV,...
Rayno Biopharma Portfolio 2017 Summary Performance…Updates
2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB if you are bullish on...
Biotech Bounce “Ignyted” By Roche Deal
Biotech Bounce Ignited By Roche (RHHBY) Buy of Ignyta (RXDX) NASDAQ Flat at 6953 Healthcare sector weak down 0.43%. as of 1 PM EST Trading Biotech stocks escaped the doldrums today ignited by Roche (RHHBY) acquisition of Ignyta, Inc. (RXDX) for $1.7B in an all cash transaction. The stock...