by Raynovich Rod | Jun 1, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Indices Can’t Break Through Triple Top IBB at $365, XBI at $239 Red and green day Biotech stocks were mixed today with the major indices holding the flat line. However with all of the clinical data coming out of ASCO (American Society for Clinical...
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 | Apr 7, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Teva Deal Expands Portfolio and Diagnostic Capabilities Adding RXDX to Rayno Small Cap Portfolio Ignyta, Inc. (RXDX) is an emerging biopharmaceutical Company targeting new oncology drugs that inhibit Tyrosine kinase receptors (Trk) with integrated biomarker-based...
by Raynovich Rod | Mar 30, 2015 | 2025 Rayno Biopharmaceuticals Portfolio
Global Rally Today But Healthcare Sector Lags A Bit DOW up 1.49% at 17,976 NASDAQ Up 1.15% at 4947 Healthcare up 0.93% We are in Day Two of the biotech rally that was sparked last Friday with the rumor supported by a Deutsche Bank analyst that Biomarin (BMRN) was a...
by Raynovich Rod | Mar 12, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Diagnostic Stocks rally with NASDAQ and Small Caps -IWM Up 1.66% Life Science Tools and Diagnostics stocks are a tad off their one year highs hit by dollar strength and disappointing revenue growth in some cases. Sequencing stocks were big winners but sold off after...
by Raynovich Rod | Mar 10, 2015 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Stocks in Sharp Sell-Off on Potential FED Rate Increase and Strong Dollar Deflation is Still Lurking S&P Down 1.7%, NASDAQ down 1.67% Biotech stocks avoided the severe sell-off today apparently immune to the strong dollar, flat earnings growth and FED interest...
by Raynovich Rod | Mar 2, 2015 | Biopharmaceuticals
Update-1… On Onyx $10.4B Buyout By Amgen (AMGN) Valuation Models for Biopharma Stocks -M&A Update In October 2013 we compared emerging biotech stocks after the acquisition of Onyx Pharmaceuticals by Amgen (AMGN). Now that rumors are “out there”...
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...
