Archive | January, 2012

Rayno Biopharmaceuticals Portfolio 2/09/09-1/27/12

Rayno Life Science Biopharmaceutical Picks Beat All Sector Averages Life Science Market  Hits 10 Year High Tracked by IBB ($115.51), and Up 46% Over 5 years Highlights of Rayno Biopharma Portfolio Biggest winners over 3 years were Alexion, Biogen, Micromet, Regeneron, Targacept and Viropharma. Targacept was at one time was a 20X return but is […]

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Rayno Life Science Portfolio: Another Buyout- MITI Goes for $1.16B

M&A Trend Picks Up Steam The beat goes on as Amgen agrees to buy Micromet (MITI $10.95) for $1.16B.Micromet is focused on treatment  of hematologic malignancies with its BiTE monoclonal antibody platform and has four clinical stage  product candidates. The stock was $5 on November 25 ,2011. Micromet was added to the Rayno Life Science […]

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Roche Bid for Illumina (ILMN) Drives Biotech Sector to New Highs

M&A Theme Provides Underlying Bid to Market Roche Holding, the most diversified diagnostics and pharmaceutical Company with an aggressive leveraged strategy for the molecular basis of disease and personalized medicine has offered $5.7B for the leading Company in genetic sequencing and life science tools with revenues in the $1B range. The offer was $44.50 but […]

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“January Effect” Traders: Take Some Profits

If you followed our trades from November /December you made at least 20% so why push it? The Rayno Life Science Portfolio is down 0.75% today in a choppy  market. Our mid-cap biopharmaceutical index is down 0.87% but diagnostics and tools are  down only 0.3% as they were hit hard over the past 3 months. […]

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“January Effect” Rolls On with Biotech Stocks Up Over 1%, 9.3% MTD

Seems a Bit Frothy Large and mid-cap biopharmaceutical stocks continued to surge today with the bellwether ETF IBB ($114) hitting one year highs of $114.15 today. Many of our recent focus picks also continue to roll ahead: Astex (ASTX $2.18) up 4.8%, Gilead (GILD $47.40) up 2.4%,ImmunoGen (IMGN $12.75) up 3.3%, Seattle Genetics (SGEN $18) up […]

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Trends from the JPMorgan Healthcare Conference 2012

Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing and genetic analysis products from Life Technologies (LIFE) and Illumina (ILMN). NIH and […]

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“January Effect” Rally: A Cliched Trade That Really Works

You read about it every year, and always there are skeptics, but in Q4 2011 to Q 2012 the “January effect ” rally for small cap and life science stocks were big winners. Why does this happen? Not so important just that it does happen. Here are our December focus picks (see earlier posts):   […]

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JPMorgan Healthcare Conference: Life Science Tools Rally

Life Science stocks got a boost from news and presentations at the J.P.Morgan Healthcare Conference and most stocks from the Rayno Life Science Portfolio were up.(see our “January Effect” trades mentioned in December). Leading life science tools companies Illumina (ILMN $34) up 3% again today,and Life Technologies (LIFE $46.28) were boosted by new product announcements, new […]

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Rayno SnowBlog: High and Dry- Dry Curse of La Nina is Back 1/31

We had a powder weekend in Mammoth with 3ft Jan20-22 but nothing on the horizon for 10 days. Check Alta, Northwest like Mt Baker or BC and maybe Big Sky. http://www.cpc.ncep.noaa.gov/products/predictions/814day/814day.02.gif http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=us&t=5d http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=nh&t=7d ————— The forecasters have turned on the WHITE. Howard Sheckter calls the turn and end of  the abysmal sunshine! San Francisco Weekend Weather […]

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