Archive | May, 2013

Rayno Life Science DX and Tools: Performance YTD 5/28

  Rayno Diagnostics and Tools Portfolio Rayno Life Science top picks were up 20 to 53% beating the NASDAQ and S&P. Five new stocks were added in 2013: BG Medicine (BGMD), Genomic Health (GHDX), Hologic (HOLX), Vermillion (VRML). One major trend is larger cap tools companies like Illumina (ILMN) and ThermoFisher (TMO) diversifying into clinical […]

Continue Reading 0

Biotech and Drug Stocks Down as Investors Trim Positions

Biopharmaceutical Stocks Sell-Off with Large Cap Drug Stocks High Flyers du jour-AEGR,INFI 10 Year Treasury Hits 2.13 Yield Caution-no new buys and all portfolio positions on hold Large cap drug stocks were the surprising loser today along with the healthcare sector in general. Investors have been driven to drug stocks seeking yield while benefiting from […]

Continue Reading 0

Rayno Life Science Dx and Tools-Green Day with New Highs-GHDX, NEOG,TMO

Impressive Rally in Diagnostics and Tools Stocks The NASDAQ rally is beginning to fade now up only 17 pts after hitting a  high of 3510 at 10 am EDT. However many Life Science Tools and Diagnostics stocks are having a strong day. We recently featured 3 micro-cap diagnostics stocks in the $50M market cap range […]

Continue Reading 0

Reversal Day-Caution is Back-NASDAQ Down 1% or 35Pts– Update 5/23

Biotechs Bounce Back After Deep Dive Unless you were trading at the open today and covered your shorts you could have been whipsawed in a volatile market that had NASDAQ down to the 3425 level. Many biotech stocks recovered today so no technical damage. The IBB was down 5% low to high over two days […]

Continue Reading 0

When Does the Cost of Cancer Drugs Affect the Market?

Cancer’s Bitter Medicine Alex Philippidis in today’s Genetic Engineering News provides an excellent review of the treatment costs for CML (chronic myeloid leukemia) which can exceed $100k/year. However concern about the costs of cancer treatment has not yet hit the radar screen of major biotechnology analysts. Biopharmaceutical stocks are at an all time high due […]

Continue Reading 0

Rayno Life Science: Bringing on the Green After a Four Day Rest

Biopharmaceutical Stocks Rally- Many Rayno Picks up 2%+ If the past four days was the long awaited biotechnology correction it was barely noticeable, a mere 3.7% high to low over the past week.Today the rally has resumed with major large cap holdings from funds and ETFs for example : ALXN, AMGN, BIIB, GILD, and PCYC. […]

Continue Reading 0

Biotechnology Archives: Human Genome Sciences-Anthrax and Lupus

1999 Biotech Superstar Got Bailed Out By Anthrax antitoxin?! The famous Company that was going to revolutionize drug discovery was saved in 2003 by a government funded bioterror program for Anthrax and later a Lupus drug. Anthrax drug brings $334 million to Pentagon advisor’s biotech firm – latimes.com Human Genome Sciences was sold to Glaxo […]

Continue Reading 0

Major Sell-Off in Biopharmaceutical Stocks: Caution and Raise Cash -Update 1

Damage held to the AM-IBB Holds at $180 Two Volatile Stocks Green stocks in our coverage universe: ACHN, BIIB, CBST. Volume on all biotech stocks was above average, so review technicals as this could be a correction in the sector. We have not changed any of our biopharma picks but raise some cash as the […]

Continue Reading 0

Emerging Biomarker Companies Redux: BGMD,RGDX,VRML Positioned for Growth

Biomarker Products for Cardiovascular Disease and Cancer This is the third article on Emerging Biomarker Companies. See 11/15/12 Update The synergies between diagnostics and drugs are growing as more treatment options require better data for cost-effective, targeted therapeutics.The development of unique biomarkers has been considered  the “Holy Grail” of innovation in diagnostics but is slow […]

Continue Reading 0

Bull Market Rolls On And Biotech Sector Hits New All Time Highs

BioBubble with No Trouble? Another green screen today with the usual suspects running in Rayno Biopharmaceuticals helped by the Bank of America Health Care Conference. Alexion (ALXN) up 2.86%, Biogen Idec (BIIB) up 3.19%, Gilead (GILD) up 3.27%, Pharmacyclics (PCYC) up 2.5%, and Seattle Genetics (SGEN) up 3.29% etc. etc. etc. In the bioETF world IBB hit […]

Continue Reading 0