Archive | November, 2013

Biotechnology Sector Closes Month At New Highs Up 5%: BIIB, IBB,VRTX

Biotechnology Stocks Hits New Highs After A Choppy 60 Days Biotechnology stocks eked out small gains today taking the liquid $4.4B  market cap ETF (IBB) to new highs at $225 up 5.58% for the week and 5.94% for the month of November.The $1B market cap ETF (XBI $130.49) also did well making a comeback up […]

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Biotech Rally Update at New Highs: ETFs (IBB,PBE) Beat Five Star Fidelity Fund (FBIOX)

Up until recently the Fidelity Select Biotechnology Fund (FBIOX) has outperformed all ETFs but now the IBB and PBE are leaders over the last 3 months. There have been two recent mini-corrections but over the past two weeks the IBB has soared up almost 15% for the past 3 months.The PBE has also outperformed but the […]

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Another Biotech Melt-Up Underway-IBB Up 2.33%

Large Cap Biotechs Rocketing Up:BIIB, GILD Despite a flattish Dow and S&P, many life science stocks are surging ahead. There are many movers in the Rayno Biopharmaceutical Portfolio : Biogen Idec BIIB $277) up 10%, Gilead (GILD $74.40) up 3.88% and Regeneron (REGN $283) up 2.38%. Clinical trial and regulatory news is the trigger. Biogen Idec […]

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NanoString Technologies (NSTG): An Emerging Growth Play In Molecular Diagnostics

NanoString Technologies (NSTG $12) is an early stage, life science research Company with a proprietary platform product, the nCounter (R) Analysis System. The nCounter utilizes a proprietary bar code chemistry and technology that can multiplex hundreds of  gene targets in a single reaction. The automated, multi-application, digital detection nCounter System performs molecular analysis such as […]

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Rayno Diagnostics And Tools Update: CSII, HOLX, ILMN, NSTG-Strong Rally Today

Another Strong Day in Life Science Stocks Carl Icahn, activist investor takes a 13% stake in Hologic. Hologic (HOLX $22.82) was added to our portfolio on 4/9/13 but has been a laggard due to earnings misses. The stock is up 2.4% on a volume of 25M shares. Many stocks in our Dx and Tools portfolio are […]

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Scenes From a Speculative Market: ONVO

Bull Market Intact But Momentum Stocks Taking Hits Most of you know the game. Buy stocks with headline news, new business models, increasing RSI and charts that scream momentum. Examples proliferate: Aegerion (AEGR), Celldex (CLDX), Netflix (NFLX), Tesla (TSLA), 3D Systems (DDD), etc. The broader bull market is intact with good earnings and dividends, FED […]

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Rayno Biopharmaceuticals Portfolio: REGN, VRTX Update -1

Vertex (VRTX $67) Contrarian Trade Working Vertex is one of the worse performing large cap biotechs over 6 mos. is getting boosted on a $152M royalty deal. “Risk-On “Mode  in Biotech Stocks Biotech stocks continue to find buyers with the IBB ($211.70) approaching its 52 week all-time high of $213. Today we recommend taking profits […]

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Life Science Stocks Boosted By Genomic Technologies and New Diagnostic Products

Rayno Diagnostics and Tools Focus Stocks: 2013 Performance YTD A diversified life science portfolio must include clinical diagnostics and tools stocks because the synergies between therapy and diagnostics have never been stronger. Breakthroughs in molecular diagnostics for personalized medicine, genetic testing and infectious diseases are driving new product cycles for timely, more cost effective therapies. […]

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“Long Only” Funds? Shorting Stocks Is So 2008

Isn’t A “Long Only” Hedge Fund A Mutual Fund? The news from Monday’s November 11  Wall Street Journal on p C1 is that hedge funds who are shorting stocks are underperforming the market and most mutual finds. In this article, Juliet Chung points out that the new “Long Only” funds “may represent a shift by […]

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ViroPharma (VPHM) Up 25% on Shire Acquisition (SHPG)

Biotech Stocks Perk Up on Shire/ViroPharma Merger Sweet Spot of The Market- Mid-Caps With Sales Growth One of the core Rayno Biopharmaceutical stock picks is up 25% to $49.37 in a $4.2B deal. ViroPharma, Inc. is a rare disease drug Company whose commercial product CIN-RYZE is  a leading brand for the prophylactic treatment of Hereditary […]

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