by Raynovich Rod | Jul 8, 2015 | Biopharmaceuticals, Macro
7/13/15 12N EDT Roller Coaster Market MACRO to sidelines A wave of optimism reverses concerns about China and Greece. China stocks have recovered because there is still growth potential. Although a Greek deal is not finalized the glass is half full again and a Grexit...
by Raynovich Rod | Jun 30, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Dealmaking and Fast Money Fuel Biotechs Q2 2015 Review Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD. The XBI Biotech ETF continues to be the sector ETF leader up...
by Raynovich Rod | Jun 19, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Jun 9, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | May 27, 2015 | Biopharmaceuticals
Update-1 Mixed Market but CAR-T stocks soar Biotechs could not break through the top today and were down about 0.5%. The XBI and XLV did a little better almost flat. Red and green were just about mixed among many stocks. Biomarin (BMRN) a “rare disease”...
by Raynovich Rod | May 20, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 uniQure up on deal with BMY (CURE) Cardiovascular Deal with Bristol Myers (BMY) The closing of the uniQure deal with Bristol Myers triggered a $50M payment. Three collaboration targets in cardiovascular and future areas. The stock is up 81% YTD but off its...
by Raynovich Rod | May 13, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Valuations Step-Up With More Deals Prior to the acquisition of Pharmacyclics (PCYC) by Abbvie (ABBV) for $20B, the top price paid for an emerging biotech company was in the $10B range. Two additional companies among the mid-caps were acquired in prior years: Cubist...
by Raynovich Rod | May 8, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Jobs Report Drive Stocks Higher-DOW Up 1.5% Stocks moved higher on the “goldilocks” job report which showed a gain of 223k added in April. The jobs number was too high to raise concerns about an increase in rates but not too bullish because overall...
by Raynovich Rod | May 1, 2015 | Biopharmaceuticals
Biotech Bounce-Caution on New Positions IBB up 2% at 340 support level Most biotech stocks are green as of early trading on May 1. Although the sector has taken a beating since April 23 most ETFs and funds are outperforming the market year to date up more than 10%. As...
by Raynovich Rod | Apr 28, 2015 | Biopharmaceuticals
Gilead (GILD) Gilead Beats Q1 Estimates: $7.4B Sales HCV , EPS $2.94, stock up 2% after hours XBI Down Another 4% Down 12.84% in Five Days Weak Tape and Sell-Off Continues…4/30…NASDAQ at 4991 XBI down 1.6% now at 2/24 lows at 212 High fliers hit with...
