by Raynovich Rod | Mar 4, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Whoa! $261.25 And the winner is Abbvie (ABBV) for $21B! Pharmacyclics Buzz Is Back Biotech stocks covered the green screen today, despite a listless general market, driven by deal talk regarding Pharmacyclics (PCYC). Q4 2014 sales of their potential blockbuster drug...
by Raynovich Rod | Feb 13, 2015 | Biopharmaceuticals
What will it take to drive the biotech sector to new highs? As we approach new highs for the biotech sector in 2015 here are some market trends to watch as the technicals get a little choppy. The next major indicator will be 2015 Q1 earnings. Stay tuned. Momentum of...
by Raynovich Rod | Feb 12, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Stocks Up YTD Despite Choppy Tape NASDAQ 4857.61 approaching March 10, 2000 high of 5048.62 IBB at 320.42 up 5.63% YTD and 351% over 10 Years We have updated our post from 7/1/13 on the Rayno Biopharmaceutical Portfolio with re-balancing. We are approaching...
by Raynovich Rod | Feb 4, 2015 | Life Science ETF's and Mutual Funds
Can Healthcare/Biotechnology Funds Outperform ETFs in 2015? In January of 2013 we compared three of the most liquid life science ETFs to some of the top mutual funds in the sector. Review our 2013 summary but the conclusion at that time was that ETFs provided better...
by Raynovich Rod | Jan 27, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
3:55 p FEDspeak confuses markets with S&P down 1.25% Too much money around too little yield=deflation concerns. Energy takes a big hit again down 4%. Biotechs off 2% and more. ——— Update 1/28 Technology outperforming biotech in mid-day trading...
by Raynovich Rod | Jan 15, 2015 | Biopharmaceuticals, Macro
Update Next Day…Green Screen in Biotech…1/16…Complete reversal all up XBI at $197.95 UP 3% AGIO up 3.6%, BLUE up 4.78%, JUNO up 12.4%, KITE up 10.2%, NLNK up 2.4%, PBYI up 9.4%, ZIOP up 1.76% Red Screen Day in Biotech NASDAQ 4584 down 1.18% Euro...
by Raynovich Rod | Jan 13, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
FBT up 2.4% to $108 then drifts back to 107; NASDAQ flat 4661 DOW bounced around in 425 point range. Mixed market among biotech stocks after NASDAQ and S&P sell off; momentum eases. Mid-cap immuno-oncology stocks : down AGIO, BLUE, EPZM, SGEN.; up CLVS, INCY,...
by Raynovich Rod | Jan 12, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous monitoring of tumor specific information and molecular...
by Raynovich Rod | Jan 7, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
2015: Another Good Year Unless “Something Happens” Life Science stocks had another big year in 2014 up 48% tracking gains for the overall healthcare sector up 35%. Over 10 years the return is 300%! The move up was not a straight line as there were two...
by Raynovich Rod | Dec 19, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Biotech Stocks Rally to New Highs After 4% Correction Buyers Are Bottom Feeding Energy Stocks NASDAQ at 4765 Just as the market appeared to be headed to another test of October lows, challenged by news on slowing global growth and a collapsing energy sector, FED Chair...
