Archive | January, 2014

Rayno Life Science Stocks: CPHD, ILMN, SQNM

A Few Winners on A Weak Day-IBB ($247.80) Down 1.22% Slightly Off Highs of $254. Two of Our Best DX Picks Have Been Cepheid and Illumina Cepheid (CPHD $53) up 12% on 20% Q4 Revenue Gains . Full year revenues  were $401.3 with a net loss of $18M. Illumina (ILMN $152.78) up 1.3% continued its rocket pace, […]

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Rayno Life Science Stocks: ALXN, BIIB, GILD, REGN, RHHBY Update 1

Update 12:40p  NASDAQ Up 2% Cardiovascular Sciences (CSII $33.90) Up 15 %–Beats on Revenues and EPS. Q2 Revenues up 28% to $32.3M. Net Loss was $8.7M compared to $5.8M in 2013 fiscal Q2. Thermo Fisher (TMO $114) up 2.4% on 10% 2013 EPS gain. Q4 revenues up 6% to $3.47B. All Rayno stocks are green today […]

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Sidebar To Cult Momentum Stocks: AMZN, NFLX, TSLA, TWTR

Update 2/3/14 NetLaZon=$927 vs $979 down 5.3% since 1/29/14 =NFLX+TSLA+AMZN  Momentum Still Rules With not much to say about biotech today except it appears unfazed by macro news (see BIIB $316 up 4%,  MDVN $85 up 12%,  ILMN  $150 up 3.4%).  Today I’ll delve into the media stars outside of biotech. NASDAQ Down 0.70%,  S&P […]

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Biotech Stocks Recover From 5 Day 5% Sell-Off

Plenty Of FirePower Left In Biotech-IBB Up 2.2% At $244  Biotechnology stocks have been quite volatile and not immune to downdrafts but today they made an impressive recovery. Nonetheless I would be selective and not trade the small cap high fliers unless you did your homework and trading is your day job. Here are some […]

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Speculative Fever Broken In Biotech But Sector Still Up 5% YTD

Follow Technical Levels -Avoid High Flyers Five Trends To Watch In Biotech-Preliminary Model Large Cap Biopharmaceuticals: metrics already reviewed-awaiting 2013 financial reporting. Key Technicals on Market indices: IBB,XBI,PBE, FBIOX, QQQ. Mid-Cap Emerging Growth in Immuno-Oncology: Stocks reviewed last quarter. Speculative small caps: many already had a melt-down. Healthcare Sector Strength Overall. XLV flat YTD. Major concerns: […]

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Biotech Sell-Off Down 1%+: Was Goldman Call Right? Update 1/24 2:20p

Update 1/24 With 2 hrs Trading to go…..Technical levels holding with sector up 7-8% YTD. NASDAQ still falling down 1.9% at 4139, QQQ down 1.5% Given the huge 11% move through the J.P.Morgan Conference in January we should only look  at technical levels until earnings cycle is completed: ETFs down about 2.9% today -watch lows […]

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Biotech Bull Market: Key Trend #1 Five Large Cap Biopharmas Plus 2

Two Large Cap Pharmas Are Now Biotech Stocks: Abbvie, Inc. (ABBV) and Bristol -Myers Squibb (BMY) On our last post on the subject we postulated a model that the bull market in biotechnology would ride with the large cap leaders because they are perceived as growth stocks in growing markets : AMGN BIIB CELG GILD […]

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Green Day-Biotechs Are Running Again: ALKS, BIIB, GILD, VRTX

Life Science Stocks Moving Again-XBI up 1.54% After a 15%+ move January YTD you would think it is time to step back and take some off. Today the rally was in a full bull MOde with biopharmaceutical stocks leading the way. Here are big upside movers among our focus stocks: ALKS up 2%, BIIB up […]

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Rayno Dx and Tools Picks-2014 YTD Post J.P.Morgan Conference

 2014 J.P. Morgan Conference Update #5-Rayno Diagnostics and Tools Portfolio Amazing start for the New Year Performance among Clinical Diagnostics and Tools stocks was  strong with  many stocks beating the sector indices (IBB) which were up 10-15%. Stock performance in 2014 will be more dependent on earnings and guidance although there is considerable sentiment carry-over […]

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Rayno Biopharmaceutical Picks-2014 YTD Post J.P.Morgan Conference

2014 J.P.Morgan Healthcare Conference Update #4-Rayno Biopharmaceutical Picks Biotechnology started off with a roar and major indices were up 10% or more. Much of it can be attributed to the excitement and anticipation of the JPMorgan Conference with 10,000 attendees in San Francisco. Many are forecasting another good year for biotech but it will be […]

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