Archive | July, 2012

Stealth Rally Picks Up on EuroTawk From Mario Draghi

Vague talk about Monetary Actions in Europe Sparks Broad Three Day Rally It started yesterday with Draghi saying that ECB actions are being proposed that would reduce bond yields  in Italy and Spain. Draghi will hold talks with Bundesbank President Jens Weidmann in the coming days with new “FED-like” measures such as bond purchases. Comments […]

Continue Reading 0

Biotech Stocks Fly Over Macro Flack: ALXN, ILMN, REGN, TMO

Rayno Life Science Focus Stocks Are Strong-TMO Added Biopharmaceutical stocks continue their run today beginning with higher sales expectations for Regeneron(REGN $128) with their eye drug for macular degeneration.Regeneron raised expectation for Eyelea to $700-750 from $500-550.Total revenue for Q2 was $304.4 with a profit up to $76.7M or 70 cents a share. The stock […]

Continue Reading 0

Clinical Diagnostics Stocks Sell-Off on Cepheid (CPHD $33.25) Guidance Cut

AACC  Meeting Hangover Begins With Cepheid Earnings Cuts–Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the year down from  50-55 cents a share on expected revenues in the range of $333-347M. Revenue for Q2 was $81M an increase of 21% […]

Continue Reading 0

Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks

2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play a big role and over the […]

Continue Reading 0

Emerging Biomarker Face-Off: BGMD vs VRML

Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD) and Vermillion (VRML).  Here is a comparison over 90 days. VRML stock is […]

Continue Reading 0

Rayno Biopharmaceuticals Portfolio Winners July ’12 YTD: ALXN,IMGN,PCYC,REGN,SGEN Etc.

Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF’s with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and  short Medivation(MDVN) for a net profit of 51%. In one of the best years since 1999 for the biotechnology sector our core […]

Continue Reading 0