by Raynovich Rod | Nov 29, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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)...
by Raynovich Rod | Nov 25, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
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...
by Raynovich Rod | Nov 22, 2013 | 2024 Rayno Biopharmaceuticals Portfolio
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...
by Raynovich Rod | Nov 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
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...
by Raynovich Rod | Nov 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
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...
by Raynovich Rod | Nov 19, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Macro
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...
by Raynovich Rod | Nov 15, 2013 | 2024 Rayno Biopharmaceuticals Portfolio
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)...
by Raynovich Rod | Nov 14, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
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...
by Raynovich Rod | Nov 12, 2013 | Macro
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...
by Raynovich Rod | Nov 11, 2013 | Biopharmaceuticals
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...