Archive | December, 2011

Biotechnology Stock Review 2011:Update 1/2/12

Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist (CBST), Exact Scientific (EXAS),Gilead (GILD), BioETF (IBB), Immucor (acquired), Neogen (NEOG), Regeneron (REGN),Quidel (QDEL), Seattle Genetics (SGEN), United Therapeutics(UTHR) and Viropharma (VPHM) Losers: Alere […]

Continue Reading 0

Rayno Diagnostics and Tools Portfolio: ILMN, NEOG

Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new products. Illumina (ILMN $28.95) is up 6.5% today and has been volatile in the […]

Continue Reading 0

Three Small Cap Stocks for a Rebound in January: AMRI,ASTX,SRLS-UPDATE 1/5/12

January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13 should provide news and perhaps another boost for biotech stocks: J.P.Morgan Healthcare […]

Continue Reading 0

Macro News Kills Holiday Buzz: Markets Off 1.6% and More

Rally Hits a Wall at S&P Q4 High of 1265, Down 2%  to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates are too low for alternative investments- 10 yr. […]

Continue Reading 0

Rayno Life Science Portfolio: Tools Rally- A, LIFE, ILMN, QGEN

Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of $3.7B  the Company is not too expensive for […]

Continue Reading 0

Pure Play Diagnostics Roster: Metrics with Q3 Earnings

No new buys, currently on HOLD list: ABAX, EXAS, NEOG, QDEL, SRLS. Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update | Raygent.com Outperformers YTD: ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%, TECH up 1.5%. Underperformers YTD: ALR down 36%, […]

Continue Reading 0