Archive | October, 2011

Rayno Life Science Portfolio Winners: BMRN,GILD,QQQ, VPHM

We attended the BIO Investor Forumin San Francisco this week and will provide a brief review of select technologies and companies on Monday. Despite a funding gap for earlier stage companies we believe the life science sector continues to offer good opportunities for investors. By now you have read every market summary on the big […]

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Rayno Life Science Portfolio Movers: ALXN, AMRI, CBST

Rayno Life Science picks had earnings news and overall the Portfolio was up 1%. Albany Molecular (AMRI $3.49) stock was up 5.44% on low volume but showing steady recovery from recent lows in the $3 range. AMRI is a value stock trading at a market cap of $105M with forecasted revenues in the $222M range. […]

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Phase 3 Malaria Vaccine Trial Effective: AGEN, GSK

A promising new malaria vaccine from GlaxoSmithKline (GSK $43.72) offers hope to children in Africa.The final stage trial cut the risk of clinical malaria by 56 % and severe malaria by 47%. Malaria killed 781,000 people in 2009 and is a big problem in sub-Sahara Africa. The data was presented at the Bill and Melinda […]

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Another Big Rally on Europe Non-News: Biotech Sector Lagging

Another stealth rally led by financials took the S&P 500 up 2% helped by a turbo boost in the last 90 minutes as The Guardian reported that France and Germany agreed to boost the rescue fund.Oil prices rebounded driving energy shares higher. Some pundits as well as EU officials were skeptical of the Guardian news […]

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Collateral Damage from Illumina (ILMN) Warning: Looking For New Buys

11/21/11 The diagnostics and tools sector remain weak trading down about 1.9%  slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011 Despite a nice rally yesterday we are still cautious on the tools and diagnostics sector. Within the […]

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Investor Uprising – Guide to Biotech Investing

There is an excellent Guide to Biotech Investing on the Investor Uprising blog.  You will need a IU account to view the document  

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Innovations Continue to Drive Market Gains

Over $50B in Product Sales Have Been Posted in the Last 20 Years as a Result of Biotech Advances Biotechnology stocks were up about 12% over the past 12 months through February 2011, underperforming the Nasdaq, which was up 29%. The NYSE Arca Biotech ETF did better, up 23%. Since the recent market bottom in […]

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Life Science Stocks Rally into the Third Day Up Over 2%

Risk is on for Life Science Stocks The rally that began late tuesday continued into the third day with major biotech indices up over 2%.The Rayno Life Science Portfolio was up 2.2% with recent reiterated buys up even more: AMRI, EXAS, GPRO, OPTR,  REGN, SGEN, and VPHM.  Illumina (ILMN $39.93) was off 0.2% and the […]

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Another Wild Day: Market Roars Back in Final 40 Minutes

Market Turns Up at 3:18 EDT for 2.28% Gain in S&P: 1080 is the mark for a 2011 bottom After a roller coaster day where stocks were ready to break the scary 1080 level on the S&P, it abruptly reversed course for a 4.1% gain from the bottom. As usual the headline (or shall we […]

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Sell-Off Breaks Through August 9 Technical Bottom: Biotechs Weak

Concerns About The Global Economy And Massive Debt Bring Us To Bear Market Boundaries The first day of the fourth quarter of 2011 held out hope for a new market direction, but the relentless selling from Q3 persisted with the major averages off more than 2.5%. The market tried to rally in the first two […]

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