Archive | August, 2012

Rayno Biopharmaceutical Portfolio: ASTX IMGN, PCYC

ImmunoGen Gets Boost on Breast Cancer Drug Survival Results Immunogen (IMGN $14.36) and Roche announced improved overall survival (OS) as well as progression free survival (PFS) in a Phase III trial for its trastuzumab emtansine (T-DM1) drug utilizing Targeted Antibody Payload Technology ( TAP). The trastuzumab (Herceptin) antibody drug conjugate  is being developed jointly by […]

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Rayno Life Science Portfolio: DX and Tools Q3 Review-Caution

We are in bit of a lull here as the sumer doldrums post earnings has hit many diagnostic stocks. Most stocks in the sector have hit their highs early in July prior to the July AACC Meeting. We will look for drivers for Q4 appreciation, a time of bullish seasonality. Within our focus list here […]

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SnowBlog: El Nino on the Way in Sep?

End of LaNina? The weather is certainly in the  news as drought approaches levels not seen since the 30’s. But several reports recently indicate a shift coming in the fall toward an El Nino pattern.I will check in with noted weather forecasters to see if the 2012-13 ski season will be better for the West. […]

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Biomarker MicroCap Challenge: BGMD,RGDX,VRML Update 8/21

Vermillion (VRML) stock outperforming BG Medicine (BGMD) YTD and Past Month Response Genetics thrown into the mix We have dropped the term “Face-Off” due to negative connotations of the “Face-” part. Here is an update since our last post on 7/6/12 post Q2 earnings. We have also added Response Genetics (RGDX $0.91) as it is […]

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Second Quarter 2012 Review: Diagnostic Company Financial Summaries

Regroup and Look for Q4 Drivers A lackluster earnings quarter that evokes the blahs. The hottest Company in the sector Cepheid (CPHD $36.12), took an earnings hit, driving the stock down 30% to the $32 level now recovering. This life science sector has not participated in the recent NASDAQ rally and biopharmaceutical stocks (now looking […]

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Biotech Stocks Stall in Today’s Rally: Idenix Falls 29% Update 1 Aug 17

QQQs Outperforming Biotech ETFs IBB and XBI-Take a Little Off Biotech Stocks are weak again today with both ETFs showing distribution and momentum moving toward the bottom of the channel. Nothing major but 3-5% off July tops. The QQQs continue to outperform today up 0.21%. Large cap biotech losers are Alexion (ALXN $102.6), Biogen-Idec (BIIB […]

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Rayno Life Science Portfolio Notes: CPHD PCYC TMO

Biotechnology Sector Hit with Profit Taking This week’s Barrons: The West Coast Was the Right Coast Wedbush ranked #1 in % change 6 mo (+12.75%), one year (+18.84%) and three year (81.05%) stock picks and Seattle’s McAdams Wright Ragen scored #1 (+14.1%) in % change over  5 years. Wedbush and Rayno Life Sciences are in […]

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