Archive | September, 2010

Rayno Life Science Portfolio Update: Biotechs beat the Market

As of the end of Q3, 2010 has been a very good year for biotechnology stocks beating both the S&P (up 2.9% YTD) and the NASDAQ (up 4.9% YTD). However the QQQQ was up 7.75% YTD. The NYSE Arca Biotech Index is up 23.5% YTD and the First Trust Amex Biotech ETF (FBT) is up […]

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Stealth Stock Rally Catches Bears off Guard:Don’t Fight the Tape

Biotech stocks rallied with the general market today with many large caps beating the QQQQ which is up about 1.85% as of midday trading. Within the Rayno Life Science Portfolio today’s winners were: Large Caps-Biogen (BIIB) up 2.4%,Cephalon(CEPH) up 2.25%, Gilead (GILD) up 2.25%; Small and Mid Caps-Exelixis up 2.7%, Micromet up 3.2%,Nektar (NKTR) up […]

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Rodman&Renshaw Part 2:Rosetta Genomics(ROSG)and Response Genetics(RGDX)

Within the “diagnostics and tools” track at the Rodman and Renshaw Conference here are two interesting genomics companies that presented. Rosetta Genomics Ltd. (ROSG, $1.25) ,Market Cap $21M, Sh.Out. 16.5M Rosetta is an Israeli Company focused in development of microRNA-based diagnostics (miRview) for various cancers as well as for the identification of the origin of […]

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Rodman&Renshaw Notes Part 2: Sequenom (SQNM)

Sequenom (SQNM) $7, Market Cap $529M, 76M Sh. Outstanding Sequenom presented a financial update and their plans for their T21 trisomy 21 noninvasive pre-natal test for fetal gene and chromosomal abnormalities. The Company plans to launch a CLIA LDT (lab developed test) by Q4 2011 and submit a PMA by late 2012. The T21 test […]

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Sierra SnowBlog 2010 La Nina Pattern Next 3 Months: Cold for Northern U.S.

A weather pundit came on CNBC today reiterating La Nina and it impact on energy markets beginning in November. He is forecasting cold weather for the Northern tier in the U.S. (see below). Watch Nat Gas come off its lows to low $4 range, now trading at $3.935. Also The Rayno Report has a ski […]

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Rodman&Renshaw Notes Part 2: Adeon(AEN)and Exact Sciences(EXAS)

Continuing from Part 1 here are some specific comments on interesting companies. Adeona Pharmaceuticals (AEN) Amex ($0.83) Market Cap $19M, $25M Sh. Outstanding Adeona is a development stage drug Company focused in CNS  that in -licenses clinical stage product candidates that are ready to be “tested in humans”. The pipeline is quite diverse with five […]

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Notes from the Rodman&Renshaw Global Investment Conference-Part1

We attended the R&R Conference in NYC this week and here is a brief summary: Over 5000 people were registered with hundreds of companies presenting in healthcare, metals and mining,energy and China. Chinese companies were a significant presence for the first time this year.A major report (175 pages) was issued by Rodman and Renshaw,” The […]

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Stem Cell Debate and the Courts

Francis Collins,the NIH and the Federal District Court for the District of Colombia (Judge Royce C. Lamberth). Francis Collins, evangelicals, and stem cells : The New Yorker Court Ends Ban on U.S. Stem Cell Financing, for Now – NYTimes.com Court of Appeal Stay Drives Stem Cell Stocks | Scimitar Equity Blog

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ZymoGenetics (ZGEN) Buyout Boosts Biotech Stocks

Zymogenetics (ZGEN) stock soared 84% today on the $9.75 ($885M)buyout offer from Bristol-Myers Squibb (BMY). Bristol was also up 1% even though the acquisition is dilutive to 2011 earnings. Bristol was seeking the the ZGEN Hepatitis C drug PEG-Interferon lamda which is in Phase 2 studies and already under a collaboration agreement with BMY. Zymogenetics […]

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Biotech Rides the September 1 Rally with a 2.5% Move Up

Biotech stocks perked up today emboldened by a new month and ISM data including some positive growth from China’s manufacturing sector. Apple headlines with the iPOD and Apple TV helped catalyze the NASDAQ move. Biotech went along for the ride with most ETF’s up 2%+ and our Mid-Cap Biotech Index up 2.25%.Some notable movers within […]

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