by Raynovich Rod | Jul 25, 2017 | Biopharmaceuticals
Update-2 7/31 After Close: Biotechs Remain Weak But No Sell Signal As we track the XBI over the past 5 days we are about 3.2% off highs from $82 down to $78.17. Although the XBI has been our top ETF pick since January 2017 we recently put new buys on hold and...
by Raynovich Rod | Jun 26, 2017 | Biopharmaceuticals, Clinical Diagnostics and Tools
Big Data Provides Pathway to Precision Medicine Description of Track Speaker Atul Butte, MD,Ph.D. Director, UCSF Institute for Computational Health Sciences The remarkable ascent of Big Data for example from biomedical imaging, next generation sequencing and adjacent...
by Raynovich Rod | May 16, 2017 | Biopharmaceuticals
Update-3…ASCO Movers Today 5/18: IBB up 1.28% to $292.27, XBI up 2% to $70. Nice follow through in biotech after a nasty day on 5/17 attributed to ASCO and a move away from the “Trump Trade” (industrials and materials). Mid-caps and small caps were...
by Raynovich Rod | May 8, 2017 | Biopharmaceuticals
May 8, 2017 Large Cap Biopharma Valuations After Q1 Earnings Large cap biopharmaceutical stocks are about 3-4% off their 2017 highs but have been losing momentum. Here is a quick review of the valuation metrics: Best stock performance YTD are REGN up 15.3%, AMGN up...
by Raynovich Rod | May 1, 2017 | Biopharmaceuticals
Update: Big Down Day in Biotech XBI down 3% Article to follow: big movers down CELG,KITE, PBYI, TSRO, XLRN etc Update-1… 5/8/17…Biotech Sector Losing Momentum XBI down 4.3% over 5 days although still up 15.5% YTD. IBB very weak today down over 2%. NASDAQ...
by Raynovich Rod | Apr 25, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update #2 Large Cap Biopharmaceuticals: ABBV, ALXN, BMY, CELG Abbvie (ABBV) Reported Better than Expected Earnings and Revenues Worldwide GAAP revenues were $6.538B up 10.1% with Global Humira sales up 15.1% and Q1 IMBRUVICA sales of $551M. Full Year 2017 outlook for...
by Raynovich Rod | Mar 21, 2017 | Biopharmaceuticals
3/22 Update after close..Relief Rally Awaiting Tomorrow’s Vote Large Caps-mostly green with IBB up 0.54%. Mid Caps-some strength RDUS up 3.48% SGEN up 1.74 %, ,TSRO up 4.08%. Small caps XBI up 0.98%. NASDAQ up 0.48%. ========== Biotech Stocks Sink on Trump...
by Raynovich Rod | Feb 27, 2017 | Biopharmaceuticals
2017 Biotech Breakthrough on a Green Screen Day Biotech stocks got a second wind today and the 2017 rally broke through recent tops that have been strong resistance. Our favorite trading pick the XBI soared 4.82% to $70.48 breaking through the September top and 19% up...
by Raynovich Rod | Feb 23, 2017 | Biopharmaceuticals
Fidelity Biotech Portfolio (FBIOX) Is Beginning to Show Benefits of Active Management Biotech stocks have outperformed the market YTD despite a bit of a sell-off recently. During the bubblicious momentum days of 2015 when biotech was on a tear major biotech ETFs...
by Raynovich Rod | Feb 20, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update-1… 2/22/17 Dow closed at a record 20,775.6 with energy the big loser, healthcare down 0.19% and NASDAQ flattish. Biotech stocks sold off with the IBB down 0.85% after hitting $296 near a 52 week high last Thursday. XBI was hit harder down 1.77% to $67.79....
