by Raynovich Rod | Nov 30, 2011 | BIOgraph, Macro
Rayno Life Science Portfolios Up 3.4% Two big up days this week were driven primarily by high expectations by Central Bank coordination to cut the cost of emergency dollar funding and news from the People’s Bank of China to cut the reserve ratio.US economic data...
by Raynovich Rod | Nov 28, 2011 | 2025 Rayno Biopharmaceuticals Portfolio
Life Science Stocks Have a Big Day The Rayno Biopharmaceutical Portfolio was up over 3.7% today as all biotechnology stocks pretty much tracked NASDAQ which was up 3.5%. Although we remain cautious with no new buys we have a good chance for a Q4 rally as the sector...
by Raynovich Rod | Nov 21, 2011 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Pharmasset Buyout Brings To Mind M&A Upside for Biotech Stocks: ETF’s and Funds Lead the Way Gilead (GILD $35) stepped up with a huge buyout of Pharmasset (VRUS $134.21) driving the stock up 89% over Fridays’ close and 519% YTD! Pharmasset has no...
by Raynovich Rod | Nov 18, 2011 | BIOgraph, Biopharmaceuticals
Dendreon (DNDN $10.94) soared 44% today on a business update saying Provenge sales for its prostate cancer treatment were better than expected. Fourth quarter gross revenues were $82M with full year revenues at $228M .Also the Center for Medicare and Medicaid...
by Raynovich Rod | Nov 16, 2011 | Biopharmaceuticals
Managed Healthcare Mutual Funds Starting To OutPerform ETFs Earlier this year we wrote an article on Investor Uprising comparing returns on biotech funds and major ETFs. At the time ETF’s were outperforming managed mutual funds. Now as we enter the strong...
by Raynovich Rod | Nov 7, 2011 | Macro
Volatile schizoid markets- Not a Good Time to Add Positions in the Life Sciences It is very hard to focus on biotech stocks with all the financial distress and chaos in the Eurozone dominating the news. Last week it was Greece today it is Italy and the PIIGS. As debt...
by Raynovich Rod | Nov 7, 2011 | Macro
Many of you read about the bankruptcy of MFGlobal last week. What you may not know is that customers still cannot access their cash.If they have open positions they have been transferred to R.J.O’Brien. See story below. We have talked to several individuals with major...
by Raynovich Rod | Nov 2, 2011 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
We attended the BIO Investor Forum in San Francisco last week and here is my brief summary of funding, important trends and technologies. Investor Uprising – Rod Raynovich – Biotech Bull Market Intact, Despite Funding Gap
