Rod Raynovich | TalkMarkets | Page 21
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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Biotech Bull Market Rolls On In A Volatile Q2 2015: XBI Up 12.4%
Despite a major down trend at the end of April and the recent sell-off, the sector outperformed in Q2 of 2015. The S&P was down 1% and flat YTD.
Biotech Stocks Lose Momentum With Greece Crisis; Blockbuster Immunotherapy Deal
The biotech sector is usually immune to macro events but today the crisis in Greece gave investors an excuse to take profits. Many biotech stocks and ETFs were down over 3% faring worse than the NASDAQ down 2.4%.
Notes From BIO 2015 #2 Recap And Biotechnology Trends-Gene Therapy, AMR
Despite the magnitude of the problem and dwindling therapeutic options there is limited investment interest in this area.There appears to be few economic incentives for drug companies to develop pipeline in this sector.
Notes From BIO 2015 #1 Recap And Biotechnology Trends-M&A, Precision Medicine
Many of the hottest stocks in 2015 are in “rare diseases” with multi-$B market caps with no approved products in the market.
Biotech Stocks Hit New Highs-Large Caps Lead The Way
The large cap weighted ETF iShares Biotechnology Biotech Index (IBB) hit an all-time high of 377.88 up 3% for the day and 24.57% YTD. The market cap is now $9B.
Slower Growth In Diagnostics Stocks Except For NexGen Sequencing And Molecular
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. The sector is a laggard due to slowing sales and earnings growth.
Biotech ETF Trending Shows Shift To Speculative Stocks: XBI
We are seeing rapid-fire re-balancing of ETFs into more speculative names.
ASCO Rally Fades But Spec Stocks Rock: FCSC,RXDX
The market action over the past week focused on speculative stocks rather than the overall biopharmaceutical sector.
ASCO 2015 Biotech Movers Day Two: FCSC, JUNO, RXDX
Looks like a bit of a sell-off with a lot of the big clinical news already reflected in the stocks. Indices were down or flat still unable to move through the triple top, but speculation in some story stocks remains robust.
Biotech (IBB) 2015 Triple Top Is Here! Nasdaq Hits New High
Nasdaq Composite hits all-time high at 5106 - up 7.8% YTD. Biotechs lead, up 21% YTD; IBB, at $367, at high for year; triple top for 2015.
Regulatory News For Rare Disease Products - Hot Stocks: BLUE, ICPT, SRPT
Rare or orphan diseases are a favored business model and strategy favored by entrepreneurs, bankers and analysts because the cost effectiveness of the drug can be rationalized, even with very high pricing in excess of $100k per year per patient.
Rayno Life Science Stocks Move Higher: CLVS, RHHBY- ASCO Preview
CLVS - with a valuation of only $3.4B and three platform products in the pipeline including companion diagnostics the Company is on “hit lists” to be acquired. CLVS was added to the Rayno Portfolio on January 13, 2015 at a price of $60.
Hot Biotech Sector: Mid-Caps Have Both M&A And Pipeline Premiums
M&A has been a major driver of bio-pharmaceutical stocks and the buyout of Syngeva by Alexion for $8.4B last week showed that there is a lot of value in pipelines that fit with the acquirer.
Biotechs Tag Along With Broad Market Rally: FBT Up 3%
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 productivity is down.
M&A Sparks Biotechs: Alexion Buys Synageva For $8.4B…Update-1
An issue for rare disease companies down the road is pricing as government agencies may question spending hundreds of thousands of dollars per year for one patient. But the number of patients are very small in the 10,000 range...
Biotech Buzz Is Broken
The bull market is intact but it is time to be cautious. The sector is still up 15% YTD but 10% off highs of just one week ago! We would hold core life science positions and bring cash to the 10% level until the tape improves.
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