Archive | January, 2013

Genomics Heats Up With LIFE Technologies Play

Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity firms are also looking at LIFE which is up 34% YTD. ThermoFisher […]

Continue Reading 0

Rayno Life Science Tools And DX Bull Run: ABAX, ALR, CPHD, ILMN, QDEL

Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last year so it is a difficult […]

Continue Reading 0

Biotech Bull Market Rolls Merrily Along- Funds Are the Engine

Bullish Mentality Drives Usual MO-vers: PCYC, MDVN, REGN, SGEN  It is hard to add biotech stocks to your portfolio at these elevated levels but big players like Fidelity, Cap World, JPMorgan, T.Rowe Price and selected hedge funds- Orbimed, Baker Bros, etc can drive their holdings up more on any good news. Case in point is […]

Continue Reading 0

A Bit of A Sell-Off in High Flyers: ALXN, REGN

A double top in the biotechnology sector could be developing although many mid and small cap stocks are in the green. We are still at or near the October highs in the sector but the seasonality effect is waning (strong November -January performance). Moreover many of the top performers in 2012 are owned by all […]

Continue Reading 0

Biotech Bull Market: Are ETFs Better Than Mutual Funds?

Biotech ETF’s Slightly Outperform Life Science Mutual Funds There has been an ongoing debate in the media on the performance of ETFs compared to actively managed funds so we have compared the performance in a hot sector like biotech which is entering its 5th year of a bull market. The NYSE Arca Biotech Index is […]

Continue Reading 0

Quiet Day in Life Science Stocks After a Strong Start in 2013

Healthcare Sector Gets Boost from JPMorgan Conference-Large Caps Lag Except CELG Most life science stocks were quiet today after a strong showing during the JPMorgan Healthcare Conference Jan. 7-10. The biotechnology sector was up over 35% in 2012 and usually this trend is carried through January. We have learned to be cautious about new buys […]

Continue Reading 0

2012 Performance-Rayno Life Sciences Diagnostics and Tools: ILMN, NEOG, QDEL

Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and biomarkers, sales growth from new products and M&A. We need to find new ideas as some […]

Continue Reading 0

Global “Risk-On” Rally Across Most Sectors Especially Biotechnology

The Bi-Partisan Cliff Deal Nobody Likes (Except the Market) Investors like the tax deal as it is favorable to investors despite the tax increases. Stocks are holding their gains after a “mini-fiscal” cliff deal that drove the Dow and S&P up 1.7% and NASDAQ up 2.4%. Life science stocks soared as they usually trade with the […]

Continue Reading 0