Archive | July, 2013

Focus on Clinical Diagnostics: AACC Next Week- ABAX, ALR, CPHD, QDEL,TMO

Diagnostics and Tools Stocks Are At New Highs We will be attending the American Association of Clinical Chemistry Meeting in Houston next week. Our focus stocks are summarized below and as you can see they have already made huge moves this year.In the past we have seen an “AACC Effect” with significant stock price movements […]

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Rayno DX and Tools: Some Big Winners Today ILMN,RGDX

Movers in Rayno Diagnostics and Tools Stocks On a lackluster day in the market two of our picks were up big,two others exceeded one year highs. Illumina (ILMN $81) was up 10% on earnings to an all time high recovering from its downdraft in 2011. Revenues were up 23% from previous quarter in 2012 and […]

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The Biotech Bull Market: Just Hold the Course and Let Profits Ride… Update 1

Rayno Life Science: Mid-Day Movers – IBB down 0.9% UP Diagnostics and Tools: Cepheid (CPHD) up 2.55%.Hologic (HOLX) up 3.7%, Response Genetics (RGDX) up 3.2% Biopharmaceuticals: Array (ARRY) up 12.7%, Astex (ASTX) up 2.2%, Viropharma (VPHM) up 1.12% DOWN Alkermes (ALKS) down 4.8%, Alexion (ALXN) down 2.1%, Biogen (BIIB) down 2.26%, Exact Sciences (EXAS) down 2%, […]

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Watch For Sell-Off Tomorrow-Caution Urged Update 1 7/19

 7/19   11:45a EDT Update -Correction Limited to Techs, Biotechs Surge Tech correction continues with XLK down 1.5% but more money finding its way into biotech “bubblet” with IBB ($195) up 1.6%.Leading sectors are energy, healthcare and industrial with S&P recovering to flatline. Rayno biopharmaceutical stocks are strong.   Good Excuse For Profit Taking Tomorrow: […]

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Life Science Mutual Funds and ETFs: Up 30-46% 2013 YTD

“1,2,3 Click” -Investing in Life Sciences The bull market in biotech is big and broad enough to make everyone look good and one fund or ETF can “deliver alpha” without exhaustive research or stock picking. Because institutions drive the sector it is elastic enough to feed on itself-“rising tide effect”.  Fundamentals and valuations for now […]

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Biotech Stocks Have A Bit of a MO-Off Day: AEGR, PCYC, MDVN, REGN

Biotech Stocks Take A Breather: NASDAQ off 0.3% at 3597 A little profit taking has set in after it seemed that the market would roar all summer. From the action in mid-cap biopharma stocks it looks like hedge funds are taking some off among high flyers.NASDAQ has been up for 14 straight days or 18% […]

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Biotech Funds and ETFS:JNGLX,FBDIX,FBIOX

See This Week’s issue of Barron’s (JY 15 p 31)  for a good  summary of the  biotech sector.  See also our article at bottom of page from Investor Uprising in 2011.We have covered many ETFs and funds over the years and have favored Fidelity Select Biotechnology Fund (FBIOX) and ETFs such as IBB and XBI. […]

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Bernanke Bounce Carries Biotechs To New Highs

Strong NASDAQ Up 1.35%-IBB Hits 188.82 All Time High A stealth rally that began with futures after the close yesterday was triggered by Bernanke comments interpreted by the market as backtracking on “tapering”. Maybe Bernanke was trying to soften his perceived  tapering (not tightening) position to help the trashed bond market (LQD) down about 6% […]

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Futures Up After Bernanke Speech

Run the Presses-Money That Is Buy Stocks, Bonds, Gold? It could be a knee jerk reaction but investors are bullish after Bernanke says economy still needs help from stimulative money policy. Low interest rate policies should continue. Futures rally  with NASDAQ and gold up over 1%. Euro up, dollar down. Lumber up 3.4%. Treasury Bonds should […]

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