Archive | November, 2012

Another Stealth Rally In Biopharmaceuticals: AMGN IBB REGN VPHM

Rayno Life Science Stocks Move Higher Biotech stocks are ignoring the volatility from the political fray today with big moves in many Rayno Life Science stocks and a 1.5% move in the bellwether ETF (IBB).The tech heavy QQQ lagged up only 0.7%. Overall, despite the negative comments on the fiscal cliff negotiations the market believes […]

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Rayno DX and Tools: Update on metrics and performance

Pure Play Clinical Diagnostic Companies Here is data on our  clinical diagnostics universe including Q3 revenues and earnings. New buy is Cepheid (CPHD) under $32. Sequenom is up 22% over 5 days Turn-around plays are Alere (ALR), Qiagen(QGEN) and Response Genetics (RGDX) Four companies on our list have been recently acquired Growth and acquisition plays […]

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Rayno Life Science Mid-day Movers: AMRI, ASTX, CPHD, ILMN, REGN

Markets Are Back To Fretting About Fiscal Cliff Bernanke scolded Congress on the fiscal cliff and markets turned down. Despite a lackluster market down about 0.3% there is a lot of green in biotech. Among the winners in the Rayno Life Science universe are: Albany Molecular (AMRI $4.21) broke through to new highs up 43% YTD. […]

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Stocks Turn Green in Major Reversal: Biotechs In Stealth Rally

Politicians Offer Hope Of Deal and Are Looking For Common Ground Boehner puts revenue on the table passing off next move to DEMS for cuts. Reid says he will not wait till end of the year to cut a deal. S&P goes from down 10 to up 4. NASDAQ up 7. AAPL rallies from low […]

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Update On Emerging Biomarker Diagnostics: BG Medicine, Response Genetics, Vermillion

Response Genetics (RGDX) Offers Good Value and Is Positioned For Revenue Growth In April we compared two emerging companies focused in  biomarker diagnostics, BG Medicine, Inc. and Vermillion, Inc. offering a challenge to readers as to which stock would be the winner in 2012. Both companies received FDA approval for their tests and revenues were […]

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Raygent Biopharmaceutical Portfolio: Celgene (CELG) and Gilead (GILD) Ignite Rally

A languishing biotech sector rallied today with clinical news with Hepatitis C (HCV) drugs. The Rayno Biopharma Portfolio was up 2.4% led by Gilead Sciences (GILD) up 11.5%, Regeneron (REGN) up 3.3% and ViroPharma (VPHM) up 3.2%. Gilead shares were up $7.50 on favorable Phase 2 results with their antiviral drug GS-5885 in combination with ribavirin. […]

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Rayno Life Science: Biotechnology Sector Should Find Support Today

Trends from early trading show promise for intermediate support in larger cap biotech shares today with the NASDAQ up 0.5% in early trading. This could be a good day for covering shorts and re-balancing in anticipation for a Q4 rally : The IBB (130.82) is up 1.88%. The XBI is up 2.37%. MO stocks are […]

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Macro Rules: With Election Over Focus Reverts to Fiscal Cliff and Europe

Draghi Comments Trigger Sell-Off of 2% with Bottom Holding-Euro Down, Bonds Up Mario Draghi sparked the current 2012 rally in July saying he would support the Euro no matter what. Today reality set in as a weak German economy and riots in Greece remind us that little has changed. The Euro hit a 2 month […]

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Rayno Life Sciences-DX, Devices and Tools: CSII Revenues Up 25%

CSII  ($12.17) stock is up 4.2% on sales growth in treatment of Peripheral Artery Disease (PAD) Cardiovascular Systems revenues were up 25% over Fiscal Q1 2012 to $23.3M . The Q1 2013 loss was $5,2M or 26 cents a share. Shareholder equity is $28.9M with $32M in cash and $11,8M in debt. CSII was added […]

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