Archive | December, 2009

Review of Biotech 2009 Fund and ETF Performance YTD

The Rayno LifeScience Biotech portfolio is up 11-15% YTD (15%+ with rebalancing as recommended). Among the big winners YTD are Regeneron (REGN) up 40%, Targacept (TRGT) up 880% and Inverness (IMA) up 72%. The portfolio included both biotech and diagnostic companies. We reviewed five other ETFs and funds in the biotech space. The % performance […]

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CompuGen(CGEN) deal sparks small cap biodiscovery stocks

CompuGen, an early stage drug and diagnostic discovery Company announced today a “Discovery on Demand” therapeutic peptide collaboration with Pfizer that focuses on three peptide drugs based upon CompuGen in silico discovery platforms. The predicted molecules will be synthesized and delivered to Pfizer for further development. Pfizer will have the right to exercise options for […]

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Year End Biotech Rally on Schedule

Seasonality, deals and “healthcare reform lite” spur rally On November 18 we suggested some rebalancing in the Rayno Life Science Portfolio anticipating some year-end optimism.Today we got some help from licensing M&A and financing deals. http://seekingalpha.com/article/179029-this-week-s-biotech-deal-making-and-financing?source=yahoo Moreover. the dreaded healthcare reform cloud proved to be less threatening to many sectors of the healthcare market as […]

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Sequenom down 7.5% on Xenomics’ power play

Well known biotech executives “face-off” in Licensing Deal gone awry Xenomics'(XNOM.PK) announced today that an ongoing internal preliminary investigation concluded that Sequenom (SQNM) willfully manipulated its Down Syndrome data in its presentations.In late October 2008 Xenomics granted an exclusive license to Sequenom for its transrenal technology based upon Sequenom’s announced success in developing a Down […]

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H1N1 Boosts Development in Pharma Sector

Global market growth for vaccines forecasted at 12% ( Edited version published in Genetic Engineering News Dec. 1, 2009) The potential H1N1pandemic has drawn renewed interest in vaccines. Vaccines over the last 100+ years have been one of the most important agents for controlling infectious disease beginning with smallpox then polio in the fifties. From […]

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