Archive | March, 2013

Biotech Stocks MOve Up Today for Impressive Q1 Performance: BIIB,IBB,GILD,REGN

Rayno Life Science Stocks Having A Nice Q1 Ending Run Well known Large Caps Dominate Rayno focus stocks that are running up 2% + today: AMGN, AMRI, ASTX, BIIB, GILD, QGEN, and REGN.  The Biopharma sector is outperforming Tools and Dx for Q1.   Tools and DX winners for the week are ALR, ILMN, and […]

Continue Reading 0

Rayno Life Science Stocks Update and MO Watch: ARRY, INFI, MDVN, PCYC Update 1

Rayno Biopharmaceutical Stocks In a Stealth Rally-Most Core Positions Up No changes have been made in core portfolio positions except as noted below. See update in Seeking Alpha. Action today with strong charts since Feb 26 Sell-Off ALXN ($93)  stable and recovering off 1 month lows BIIB ($178) solid performer up 8% since Feb 25 […]

Continue Reading 0

Rayno Medical Diagnostics Universe: Financial Metrics

  Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM. New Highs in Q1: ABAX, NEOG, QDEL, TMO Company Ticker Price Rev Q4 Rev Price 2011 P/S PE PEG SE Mcap May’11 2012 yr 2012 21-Mar Rev P/B $B GenProbe* GPRO 80 642 143 sold 66 576 5 64 […]

Continue Reading 0

MO Stock Watch: AMZN, NFLX, INFI, ISRG, MDVN, PCYC–Update 3/15

Technicals Matter in a MOmentum Market Some important trends are developing in momentum stocks some of which are on in our Life Science Portfolio. As we have written previously many momentum stocks are being driven by media buzz, novel business models and sponsorship from hedge funds and growth mutual funds. If you are a momentum […]

Continue Reading 0

Rayno Life Science Winners on a Quiet Day

Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up 5%, Q4 Sales hit $33M New pick Achillion (ACHN $9.29) up 1.3%   […]

Continue Reading 0

Sierra Snow Blog -Powder All Week

http://mammothweather.com/2013/03/05/winds-on-the-the-increase-today-with-snowfall-developing-later-tonight-snowfall-on-and-off-through-friday-followed-by-slow-improving-weekend-weather-then-very-nice-wx-early-next-week/

Continue Reading 0

Rayno Life Science Tools and DX: Performance Summary 3/6/13

Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the companies are more dependent on financial metrics especially revenue growth. Nonetheless many stocks in our portfolio outperformed the IBB […]

Continue Reading 0

Momentum Market Ignores Washington- Biotech Sector Hits New Highs

FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points away),  growth in the ISM at 56 showing expansion, and China growth pegged […]

Continue Reading 0

Life Science Stocks Perky Today: ACHN,ALXN, AMRI,CBST,PCYC,OPTR

Biotech Rally Takes Sector to New Highs After a brief lull many biopharmaceuticals stocks are rallying over 2% today. Recently we reiterated Cubist (CBST $45.38) up 4.4% and Optimer (OPTR $12.62) up 3.34% and both are among big movers today. Taking the lead from some undiscovered small to mid cap stocks which have recently taken […]

Continue Reading 0

MO Watch-Winners and Losers

High Beta Technicals-Resiliency Rules With NAZ, Dow and S&P up about 0.24%. Lots of volatility today with MO stocks as BIG money trolls along: CLDX ($10.34) up 54.8% YTD, $640M Market Cap. IBB ($149) ETF up 1% at new highs should hit $150. INFI ($43.95) up 6.5% today, newbie in MO land up 26% YTD, […]

Continue Reading 0