Archive | June, 2014

Rayno Diagnostics and Tools Stocks: GHDX, ILMN, QGEN, RGDX.

Rayno Life Science Stocks Focused on Genetic Tests and Biomarkers We have been writing about molecular diagnostics and tools stocks for over 5 years. Here is the summary of our Portfolio. Yesterday we provided an update from BIO 2014  on personalized medicine and genetic tests. Many genetic tests are not FDA approved usually called LDTs […]

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BIO 2014 Update #1 Personalized Medicine-Megatrend Momentum Continues

Challenges Ahead But Sequencing Is  A Driver We first reported on Personalized Medicine in 2010 with an article on the importance of  Biomarkers for exploiting breakthroughs in the molecular basis of disease. The BIO 2014 Personalized Medicine and Diagnostics Forum provided full day coverage offering insights as to how the science driving personalized medicine is reshaping […]

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Vertex (VRTX) Soars 42% On Cystic Fibrosis Breakthrough Update-1

Data To Be Submitted in Q4 For Approval Two Phase III studies with combination drug showed clinically significant improvements in lung function Rayno Life Science Pick and Deja Vu Trade Last April at the same BIO Conference we wrote about Phase II data from Vertex when biopharmaceutical stocks got a‘Turbo Boost “from Vertex.The stock soared 58% […]

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BIO International Convention San Diego, CA This Week

Biotech Stocks Weak After 30 Day Rally NASDAQ at 4365 We will be attending the 2014 BIO International Convention this week. We do not expect any major scientific developments but will try to keep you informed on any market moving events. Several hundred global companies will be exhibiting with 28,000 Partnering Meetings planned. Rayno Life […]

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Market Perks Up on FED Testimony-Rates To Stay Low… Update 1 6/19

Update June 19.. 3:10 p EDT Ten Yr 2.62%, U.S.equities flat,biotech mixed, jobless claims down. Japanese and European equities up. Iraq on front page. GOLD Up $41 Breaks Through Resistance at $1300 Gold futures rose on technicals, Middle East turmoil, a weak dollar and a dovish FED. Silver is also strong.In this week’s Barron’s three […]

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Biotech Recap On a Down Day

NASDAQ Off 0.8%  On Disappointing Economic Data and Spiking Crude  Islamic militants took major cities in Iraq  causing a spike in oil to $106. The energy sector rallied 0.7% with many smaller players soaring over 4%. The energy sector is very strong up 10% YTD. Retails sales rose less than expected with a 0.3% increase […]

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Biotech Stocks Get A Turbo Boost From Idenix Deal

Rally Retraces Correction Up To Mid-Point YTD Up until this week we have focused on large cap biopharmaceuticals because of revenue momentum, fair valuations and earnings. A risk -off sentiment due to lack of ASCO buzz and the Q1 speculative bubble downdraft has curbed gains. This week with  news of the Merck $3.9B deal for […]

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Look For Biotech Rally Today Sparked By Merck $3.9B Acquisition of Idenix… Update-1

Update-1…. 45 Minutes Before the Close 6/9…Risk On Biotech stocks soared today right at the open after news of $3.9B Idenix deal news was out. The XBI was up 5.4% on good volume. The XBI is more equal weighted and sensitive to mid and small cap stock moves.The PBE another more speculative ETF was up 7.5%. […]

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ASCO Oncology Stocks: Recap and Scoreboard- AGIO, MDVN, SGEN Winners

High Profile Biotechnology Companies with ASCO Presence Investors and traders waited toward the end of the ASCO Annual Meeting week to buy their favorite stocks. The biotech sector overall was boosted after the close of the meeting after a brief sell-off on June 2 and 3. Most biopharmaceutical stocks peaked in late February so ASCO […]

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Clinical Tools and Diagnostic Companies:Financial Metrics 2014 Q1Results

Clinical Diagnostic Stocks Were Hit By Bio-Bubble or Revenue Miss Potential upside in EXAS, NSTG and NEOG all are Rayno Dx and Tools picks. With “momentum trading” days over for now, revenue growth is the focus. Companies with disappointing Q1 revenues: Abaxis (ABAX), Alere (ALR), Response Genetics (RGDX) and Quidel (QDEL). Q2 recovery will be key. […]

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