by Raynovich Rod | Jun 2, 2016 | Clinical Diagnostics and Tools
Update -1 NH closes at $18.59 up 32.79% on volume of 3.3M shares. High was $21 low was $16.11. Market cap is $2.1B. Focus of the Company is personalized healthcare utilizing a unique software platform (NantOS) applying molecular diagnostics and genomics on patient...
by Raynovich Rod | May 31, 2016 | Biopharmaceuticals
Update June 1… After Close Biotech Holds…Uh oh CNBC is talking about biotech. IBB 281.18, XBI 58.18 This stealth rally has been going steady for two weeks but now CNBC and its “Fast Money” show are talking up biotech so is this a jinx? And...
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 28, 2016 | Biopharmaceuticals
Immuno-Oncology: Sweet Spot in a Biotech Bear Market We will continue to track large cap biopharma Q1 earnings looking for value+growth ideas. The financial metrics will be tracked as we did in our original post, “Large Cap Winners and Losers” on February...
by Raynovich Rod | Apr 27, 2016 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Biotech Bear Market: XLV —A Large Cap Healthcare ETF Outperforms We have compared the performance of top mutual funds in the past and thought it would be interesting to see what happens in a bear market which began in September of 2015. Our last review was in...
by Raynovich Rod | Apr 4, 2016 | Biopharmaceuticals
Update 4/6/16 Biotech Rally Picks Up Momentum Today IBB up 4.5%,XBI up 5% Speculative stocks lead the way: BLUE up 10%, VRX up 16.6% ——–Risk on mode continues——— Healthcare Sector Leads the Market Lagging healthcare and biotech...
by Raynovich Rod | Mar 30, 2016 | 2025 Rayno Biopharmaceuticals Portfolio
Rayno Biopharmaceutical Portfolio Update- Biotechs with Upside Opportunity Caution No Rush to “Load Up” in a Bear Market Since Mid-January all of our previous portfolios were placed on hold and we recommended four new positions as long term holds. Here are...
by Raynovich Rod | Mar 9, 2016 | Biopharmaceuticals
Biotech Bear Market Rally is Fading but Traders Are Favored Long Term Concerns on Drug Pricing Remain The biotech sector is still lagging other sectors in 2016 down 20.93% with the IBB compared to the S&P 500 (SPY) down only 2.19%. The IBB rallied over the past...
by Raynovich Rod | Mar 2, 2016 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2… Broad Tradable Rally Continues 12:30 PM EST XBI leads IBB today up 4.2% vs 2.9%. XBI at $54 is now up 9.55% over 5 days and well off Feb. 11 bottom of $44. This is a broad rally today with most biotech stocks up and the most speculative stocks are big...
by Raynovich Rod | Feb 22, 2016 | Biopharmaceuticals
2/23 After Close—Energy Rout Burns Biotech Stocks and NASDAQ The red screen dominated except few winners like ZIOPHARM Oncology (ZIOP) up 13.95% on a publication regarding gene editing. Another gene editing stock and recent IPO Editas Medicine (EDIT) was up...
