Rod Raynovich | TalkMarkets | Page 19
CEO of Raygent Associates
Contributor's Links: Raygent
Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a ...more

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Valuation Models For Large Cap Biopharma Stocks In A Bear Market
We have been in a bear market for biotechnology stocks since September 2015 despite a Q4 rally; now add to that the recent 2016 YTD correction of 16% bringing prices topre-bubble lows
J.P.Morgan Healthcare Conference #1: Investors Move Into Life Science Stocks-Bouncing Off The Bottom
We have a long way to recover in this bear market. The IBB​ touched near 52 week lows yesterday at $287 and is currently at $296 after a failed bounce then a recovery. We are down about 12% over five days.
Can Large Cap Biopharmaceutical Stocks Outperform In 2016?
With this post we summarize selected Sales and Earnings metrics of important large cap biotech stocks for the purpose of analysis after the J.P. Morgan Healthcare Conference and after 2015 financial results.
Biotech Bear Market Rally On Hold: Lackluster Tape For Week One 2016
Biotech stocks are off 5% from year-end 2015 highs and up only 6.73% from 2015 levels on January 6, 2015, the launch date for the great Q1 2015 rally. The small cap weighted XBI had the same general pattern.
Biotech Winners 2015: Rayno Mid Caps Were Up 29.6%
We previously reviewed the Rayno Small Cap Portfolio which was up 38.1% in Q4 2015 and the Mid-Caps also beat despite a big loss by Clovis Oncology after the FDA required more data on its lung cancer drug.
Rayno Small Cap Biopharmaceutical Portfolio 2015 In Rally Mode - XBI Up 2.5%
We recommended three new small caps at the October Bioinvestor Forum: Curis, Geron and Ocera Therapeutics. This forum offers the best window on emerging small companies in the fall, a good time to get a head start on biotech small cap investing.
2015 Life Science Sector Review As Biopharma Rally Fades
This is not a good week for trading. Portfolio managers are re-jiggering positions so you may not see the trends correctly. Many biotech stocks started rallying off the bottom in October then again around December 11.
Bear Market Biotech Rally Is Tradeable
We are still almost 18% off July highs and need to catapult out of a downward channel in the sector to confirm a long term secular bull market.
Healthcare Stocks Will Be Under Fire In 2016; Biotech Rally Needs Help
It has been a directionless choppy week of trading with a very bearish sentiment and a few market strategists calling for a tough year ahead because of lackluster revenue growth.
Nasty Day With Big Sell-Off In Healthcare And Biotech
After a strong November and a rally from October lows biotech stocks broke down today along with the overall market. Keep in mind that it has been a bear market rally with expectations of a seasonal move up.
Rayno Molecular Diagnostics And Tools Update: CPHD, HOLX, PACB
Lackluster revenue growth has tempered stock gains since Q3 earnings reports however the sector has always had good investment potential due to M&A and new products. Stocks are up from October lows.
Rayno Small Caps Outperform: New Long Idea - Imprimis Pharmaceuticals
Today we added a new small cap speculative pick, Imprimis Pharmaceutical, an emerging pharmaceutical Company focused on developing and commercializing proprietary compounded, customized drug therapies to physicians and patients in the US.
Seasonal Biotech Rally On Track With Green Screen; RNA Based Therapeutics Update
Both stocks were volatile today BMRN 96.06 down 1.78% in heavy volume; SRPT 37.49 up 0.46% on heavy volume but was up 33.8% over the past five days.
Biotech Rally Gains Momentum
Biotech stocks ran up along with the general market and the DOW was initially boosted by an Apple (AAPL) upgrade from Goldman Sachs.
Biotech Rally Underway Trying To Overcome Gloomy Data
As of mid-morning trading the biotech and drug sector is one of the few winners yesterday. Energy has been the major drag on the market (crude down again yesterday) but materials are trying to bounce back yesterday with the XLB up over 1%.
Rayno Life Science Recap Week Ending 11/6: Small Cap Biopharmaceuticals Outperform
Biotech stocks could not extend last month’s rally in choppy trading that left major indices up but off mid-week highs.
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