Archive | February, 2011

Synthetic Biology-A New Theme in Biotechnology

…”tools to redesign the living world”… No time to write about this now but it is a biotech theme with great interest. Will provide content at a later date. Is Randal J. Kirk Biotech’s Best Investor? – Matthew Herper – The Medicine Show – Forbes Synthetic biology and evolution : The New Yorker Synthetic Biology […]

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Clean Cheap Nat Gas-Who Cares? Supply and Demand is Predictable

Update 2/25/11   T.Boone Pickens Cares With oil in the $100 range Nat Gas is getting more attention. That goes along with the usual talk about our lack of energy policy and the U.S. addiction to oil.T.Boone Pickens was on CNBC today and when asked what to do about “ol” said two things: open up […]

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NASDAQ down 1.2% to 2723 But Biotech Has Two Big Winners:Exelixis(EXEL) and Vertex(VRTX),

Biotech ETF’s and Major Indices are 5% off mid-January highs NADAQ stocks sold off for a second day but biotechnology stocks were mixed with a few winners.Major biotech ETF’s were down about 0.75% and off  5% from their 2011 highs in mid-January, the seasonal top in the biotech sector.Our Mid Cap index was off 0.68% […]

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Good Time to look at Optimer (OPTR $12.00) Pharmaceuticals

On Feb.11 Optimer  completed a 6M share offering of common stock at a price of $11.25 sh. and the stock has held up well despite the dilution. On February 7 the Company announced a deal with Astellas Pharmaceutical licensing off rights to their Fidaxomycin C.diff drug for Europe, parts of Africa and the Mid East.A […]

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Biotech Stocks Get A Boost from the BIO CEO Conference:Exelixis(EXEL)and Optimer(OPTR)

BIO CEO and Investor Conference Feb 14-15 Biotechnology stocks picked up some buying interest today from the BIO CEO Conference in NYC. CNBC provided some CEO clips from Exelixis (EXEL $10.58) up 7%, Onyxx(ONXX $36.28) up 0.28% and Optimer (OPTR $11.61) up 2.83%. Onyyx is a cancer drug developer and recently received “fast track status […]

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Biotechnology Portfolio Notes:CEPH,IVD,SRLS

Techs (QLD up 1.23%) outperformed biotechs today as Cisco bad news was forgotten. Biotech stocks treaded water today as all major ETF’s were flat. On the news front: Cephalon(CEPH $58.20) was down 3.17% on heavy volume as investors sold on there earnings report and an FDA subpoena about their painkiller Fentora. The Company reported 2010 […]

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Rayno LifeScience Portfolio: Sequenom(SQNM) News and AlbanyMR(AMRI) Added

Biotechnology Rally Underway The NASDAQ market recovered from near 1% losses today caused by the Cisco(CSCO) earnings report and guidance. The NASDAQ is currently flat to slightly down at 2785 recovering from the 2760 level. Expectations that Egypt’s President Mubarak would resign helped the recovery. Biotech stocks rallied with all major ETF’s -FBT,IBB,XBI-in the green. […]

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Investors want More from Earnings:Genomic Health (GHDX),Illumina(ILMN) Others

Life Sciences Market Remains Strong while M&A Provides Support As we enter the peak earnings season for many tools and device companies, initial reports would indicate that investor expectations are higher and stocks could have a bit of profit taking. Genomic Health(GHDX $22.11) Turns a Profit But Stock Drops 5% Genomic Health turned a profit […]

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Rayno SnowBlog West: Forecasters say we are on the “Edge of Wetness”

End of West Coast drought is forecasted for late February according to many reports. Post Valentine PPT on the way: Mammoth Lakes Weather brought to you by Howard Sheckter End of mid-winter blahs: Weather Geek : TahoeLoco.com Many storms by the 16th: AccuWeather.com – San Francisco Month Weather | Monthly Forecast for San Francisco, CA […]

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BD(BDX) Misses Top Line, Stock Down 5% to $81.10

8.6X EBITA Too Rich for LBO Crowd-See Bloomberg article below Becton Dickinson(BDX) announced results for the fiscal first quarter ending Dec 31,2011 with a revenues of $1.842B a decrease of 1.4% from the prior year period.EPS was $1.37(with a tax benefit) compared with $1.25 prior year an 8% increase.The revenue decline was partially attributed to […]

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