by Raynovich Rod | Oct 26, 2016 | Biopharmaceuticals, Macro
Update-3… 10/28 9:30 am… No Relief From Earnings- Biotech Stocks Get Crushed By More Pricing Commentary on Earnings Calls Amgen (AMGN) down 11% on pipeline, revenue growth, Enbrel pricing concerns despite beat. Softer pricing environment from McKesson...
by Raynovich Rod | Oct 21, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools
CLIA Labs Offer Liquid Biopsy Tests for Cancer and Precision Medicine We attended presentations from two emerging companies developing molecular diagnostics platforms focused in cancer.Their mission is to develop cost-effective, non-invasive diagnostic assays and...
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 | Oct 11, 2016 | Clinical Diagnostics and Tools
Update-1 Biotechs Sinking Again …IBB down 2.48%, ILMN down another 2% Related sequencing stocks: FMI down 1.75%, PACB flat at $8.40 Illumina (ILMN) Shares Crash on Revenue Miss Illumina (ILMN) shares crashed 25% to $139, after a warning on third quarter sales ....
by Raynovich Rod | Oct 5, 2016 | Biopharmaceuticals
Green Tape Today Shows Resilience– 10/10/16 ESMO Cancer Congress 4%+ Up movers: AGIO ARIA BLUE CLVS LGND PBYI TSRO etc. XBI up 2.39% More Bad Clinical News for Biotech:ALNY,CLVS The XBI lost 3.2% for the week to $64.15 taking a hit from Alnylam (ALNY) downdraft...
by Raynovich Rod | Sep 29, 2016 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1… See Caution 9/29 Update-2…See Rayno Biobeat for updates after Trump Rally. For overweighting biotechs in a portfolio consider XBI instead of IBB to get mid and small cap exposure. ——– Rayno Portfolio Outperforms the Market...
by Raynovich Rod | Sep 26, 2016 | Biopharmaceuticals
Update-2… 9/29 Caution on Biotech-Major Sell-Off with IBB off 3.12% The market had a bad day today hit by Wells Fargo (WFC) Congressional hearings and paranoia about Deutsche Bank AG (DB). Unrelated to this news was a major sell-off in biotech stocks with...
by Raynovich Rod | Aug 31, 2016 | Biopharmaceuticals
Update-2… 945 am EDT…Biotechs Hold Support IBB up 1.55% to $285 holding support at $280; XBI up 2.99% to $61.95 holding support at $60. Update-1…More Fallout from Mylan (MYL) EpiPen Drug Pricing MYL stock was down over 4% today on news that the...
by Raynovich Rod | Aug 28, 2016 | Biopharmaceuticals
Update-1… IBB Trying to hold the $280 line after media bashing of EpiPen Pricing- now they have a generic EpiPen for half the price! Biotech outflows are a concern (-$184M) Gilead Sciences (GILD) down 2.89% on new potential competition from GlaxoSmithK (GSK) HIV...
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...
