by Raynovich Rod | Jan 20, 2017 | Clinical Diagnostics and Tools
Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in oncology, rare diseases transplant medicine and NIPT. Gene sequencing (NGS)...
by Raynovich Rod | Jan 10, 2017 | Biopharmaceuticals, Clinical Diagnostics and Tools
Wet Stormy Weather in San Francisco-A New Indicator for a Good Year Ahead? About 8000+ investors, entrepreneurs and life science Company executives piled into the Westin St. Francis for the Annual J.P.Morgan Healthcare Conference and maybe 10k+ others at several other...
by Raynovich Rod | Nov 29, 2016 | Biopharmaceuticals
Market Reversal in Biotech Offers Bullish Set-Up After one of the worst down days in months yesterday biotech stocks broadly reversed today giving a short term “nibble” signal. The macro environment got support from economic data as well with upward Q3 GDP...
by Raynovich Rod | Oct 20, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from...
by Raynovich Rod | Aug 12, 2016 | Biopharmaceuticals
Large Cap Biopharmaceutical Valuation Models Can Biotech Growth Re-accelerate in Q4? We reviewed large cap biotech stocks on July 3 just after the BREXIT bottom but prior to Q2 earnings and on May 8 after Q1 earnings. Here is data that offer comparisons of the core...
by Raynovich Rod | Aug 10, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update August 15 : Biotech Leads But Healthcare Sector Lags IBB up 0.92% to $295, XBI up 1.33% to $63.35, XLV up 0.17% to $74.91 The tape was pretty decent despite a quiet day with ALXN up 1.97%, AMGN up 1.49% and CELG up 1.08%. Mid-caps also found bids: ALKS up...
by Raynovich Rod | Jul 11, 2016 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1… 7/12/16 Dow and S&P Hit Record Highs, Awaiting Q2 Earnings-Risk Still On-Biotech Stocks Lag The market continued its post-BREXIT rally helped by low interest rates and WTI crude up 4.56% to $46.80. Gold eased off and the dollar was up. We are still...
by Raynovich Rod | May 27, 2016 | Biopharmaceuticals
Biotech Rally Fades after Five Days: IBB down 0.49%, XBI down 1% Biotech stocks were weak at the onset and could not come back but the sector is still up about 7% over five days. Stocks were mixed on thursday and healthcare was weak with the XLV flat at $70.84. The...
by Raynovich Rod | May 8, 2016 | Biopharmaceuticals
Large Cap Biopharma Winners and Losers -Looking for Product Growth We will sift through these metrics and new product news over the coming months to find value in these names. Most should be considered “Market Performers” with some added safety if they...
by Raynovich Rod | Apr 8, 2016 | Biopharmaceuticals, Macro
Biotech Rally Loses Momentum But Still Up for the Week IBB up 3.37 % , XBI up 5.04% , XLV up 0.77% this week. Investors took profits today despite all of the media focus and renewed excitement for the long term potential of new blockbuster drugs. The rally began...