Archive | December, 2010

Rayno Life Science Portfolios 2010- Another Excellent Year!

The Life Science Sector (^BTK) Overall Has Outperformed Other Major Market Indices Over 10 Years As we approach year-end we can look back on a great year for all markets and outperformance for the Life Science sector. Benchmark ETF performance is as follows YTD:  FBT up 38.8%, IBB up 15.4%, XBI up 19.5%. We have […]

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‘Tis the Season for Microcaps: Corgenix(CONX.OB), ImmuCell (ICCC) and IVAX (IVD)

Three Value Stocks Off The Radar Screen At this time of the year, especially when the market has a bullish tone, small (IWM) and mid cap (MDY)  stocks are likely to outperform-YTD they are up about 25%. MicroCaps also tend to do well in the  Q4-Q1 time frame because investors tend to be less cautious, […]

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Vermillion Soars on a Quiet Day: VRML $9 Up 23.2%

Vermillion (VRML) continues its wild ride upward from the November low of $4.53 on heavy volume of 546K shares with no apparent news. Two analysts cover the stock with a buy/outperform and Revenue Forecasts in the $7M range for Year Ending Dec.’11 and a Price Target of 10. The market cap is $93M. The stock price […]

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Rayno Snow Blog (La Nina Advisory) and Nat Gas Update (Bearish)

Yes there is snow everywhere in California and more to come. Mammoth has 161″ month to date an all time record and 11-16 feet over past several days. Season TD snow is 255″. Weather Geek : TahoeLoco.com Mammoth Lakes Weather brought to you by Howard Sheckter Natural Gas Update-Oversupply Creates Bearish Headwind Nat gas is […]

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Another Good Day for Biotech Stocks:Incyte(INCY), Martek(MATK) and XBI

Clinical News and M&A Boost Biotechs Biotech stocks continued their seasonal strength with many winners in the mid-cap sector. Our index of 33 mid-cap stocks was up 2.7% which is unusually strong. Leaders were Incyte (INCY), Martek Biosciences (MATK) and the ETF XBI which owns a position in large cap Genzyme (GENZ) up 2.3%. Reuters […]

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Weekly News Update: Dx Patents, XMRV, Avastin, Healthcare Reform

Significant Life Science News This Week Diagnostic Tests Can Be Patented, U.S. Court Rules – Bloomberg New Blood-Screening Advised – WSJ.com WABE: FDA Rules On Avastin Breast Cancer Drug (2010-12-17) Long legal fight ahead for health law – Politics – More politics – msnbc.com Health-Care Reform 2010 – Tracking the National Health-Care Debate

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Biotech Rally Rolls On-Intermune (ITMN) Up 130%

Biotech Outperforms Large Cap Pharma Biotechnology stocks were up today sparked by Intermune (ITMN $32.74)news that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion recommending their Esbriet (pirfenidone) drug for marketing for treatment of mild to moderate idiopathic pulmonary fibrosis (IPF), a progressive […]

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Healthcare Stocks Come in Many Flavors: Biotech, Drugs, Life Sciences, MedTech

Investors in healthcare should look deeper into subsectors: biotechnology, devices, diagnostics, drugs and tools As of December 15 the S&P was up 12.94% but the healthcare sector was the laggard up only 0.43%. Compare this to the leaders Consumer Discretionary up  24.34%, Industrials up 21.81% and Materials up 14.9%; healthcare represents 11.17% of the S&P. […]

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Rayno Life Science Portfolio:Dx and Tools Update 12/15/10

2010 Original Price % Ret. P Price % Recomm 3/29/10 Q2 12/1/10 Ret. Abaxis ABAX 2/2/09 15 79 21.2 27.86 85 CardioV.Sys. CSII 11/5/10 7.15 8.65 21 Celera CRA 3/28/10 7 6.49 5.66 -19 Exact Sci EXAS 12/10/10 5.6 GenProbe GPRO 2/2/09 45 7 46.3 52.77 17 Illumina ILMN 2/2/09 29 35 43.1 61.79 113 […]

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Healthcare Stocks Rally 2% on News; Is Sector Rotation Underway?

Are investors rotating into the lagging healthcare sector? Biotech, drug and device stocks were up broadly today. The healthcare sector has lagged the market YTD up only 1.35% compared to the S&P up 11.2%. Even major drug stocks, down 2.4% YTD,  got strong bids. Medical equipment and supplies as a category are up 2.5% today […]

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