by Rod Raynovich | Sep 29, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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)...
by Rod Raynovich | Sep 24, 2010 | 2024-25 Life Science Portfolios, BIOgraph, Macro
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%,...
by Rod Raynovich | Sep 23, 2010 | BIOgraph
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...
by Rod Raynovich | Sep 21, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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...
by Rod Raynovich | Sep 21, 2010 | Energy
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 clip and a story from the latest Powder magazine on boutique ski gear.
Climate Prediction Center: ENSO Diagnostic Discussion
The Rayno Report | Ski Revolution!
by Rod Raynovich | Sep 20, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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...
by Rod Raynovich | Sep 16, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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...
by Rod Raynovich | Sep 9, 2010 | Reading List
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...
by Rod Raynovich | Sep 8, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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...
by Rod Raynovich | Sep 1, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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...
