Archive | January, 2015

Rayno Dx and Tools Portfolio: CSII HOLX ILMN TMO Stellar Performers

Solid  earnings reports-All of Our Picks Are Strong Holds But Strong Dollar a Factor in 2105 Cardiovascular Systems (CSII) Stock Soars 15% On Strong Revenues Interventional treatments for cardiovascular disease Q2 Revenues soared 38% to $44.7M compared to previous fiscal Q2 2014. Fiscal Q2 2105 loss was $5.3M or (0.17) per share. Hologic (HOLX) Beats […]

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Biotech Stocks Are Apparently Immune to Risks of the Day: New Highs Again …Update 2

3:55 p FEDspeak confuses markets with S&P down 1.25% Too much money around too little yield=deflation concerns. Energy takes a big hit again down 4%. Biotechs off 2% and more. ——— Update 1/28 Technology outperforming biotech in mid-day trading AAPL and semiconductor stocks are leading the NASDAQ up today. Speculators in mid-cap biotech stocks are […]

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Rayno Life Science Stocks: Stealth Rally- CLVS, GILD, PCYC.. Update-1

1/27 Sell-Off Likely Today —Durable Goods Decreased 3.4% In December Green Screen In Biotech Despite Flat Market- Mid-Day Trading 12:45 p 1/26 Most Rayno Life Science stocks were up today in a mixed market where energy is the leading sector. XBI New High at 204.21 FBT up 1.5% to $111>New high at 111.38 XLV up […]

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MO Players Take Profits Again in Biotech-Risk Off: AGIO, BLUE, JUNO, PBYI, KITE, ZIOP

NASDAQ at 4667  up 0.27%     XBI at $194.4 down 2.88% Clinical Stage Immuno-oncology Stocks Hit Hard Again Momentum traders took money off the table for the second time in three days. Most large cap biopharmaceutical stocks were in the red but down less than 1 % except Alexion (ALXN) down 2%.The Rayno Mid-Cap […]

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JPMorgan Healthcare Conference Notes #4: Next Gen Sequencing (NGS)

Seminar: Harnessing the Power of Next Gen Sequencing: The View from Industry 1/12/15 A panel of leading entrepreneurial R&D executives presented their outlook and issues on the future of Next Gen Sequencing (NGS), focusing on drug development and future clinical diagnostic applications. The panel was Randy Scott Ph.D. Founder and CEO of Invitae, George Yancopoulos […]

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MOmentum Shift in BIOtech Today: XBI off 3.25%.. Update -1

Update Next Day…Green Screen in Biotech…1/16…Complete reversal all up XBI at $197.95 UP 3% AGIO up 3.6%, BLUE up 4.78%, JUNO up 12.4%, KITE up 10.2%, NLNK up 2.4%, PBYI up 9.4%, ZIOP up 1.76% Red Screen Day in Biotech NASDAQ 4584 down 1.18%    Euro down to $1.16     Gold at $1262 up […]

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Rayno Small Cap Picks: FCSC, PACB Update-1

Update 1/15 Fibrocell Science has moved another 3.5% probably related to recent moves of Intrexon (XON) up 3% today. Both FCSC and XON have Third Security LLC as major holder, PACB is down 4.78% on profit taking. Biotech is a tad weak today after 3 days of the JPMorgan Conference; even the MO stocks are […]

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JPMorgan Conference #3: Emerging Clinical Dx Companies- AXDX, GNMK

Next Generation Clinical Diagnostic Systems We sat in on presentations for two innovative clinical diagnostic companies that have platform products serving big potential markets. Although it may be early to buy these stocks now they should be on your watch list for the new product revenue ramp up. Solutions For The Global Challenge of Drug […]

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JPMorgan Conference Notes #2: Biotech Stocks Surge to New Highs Then Sell Off on Energy/Materials Weakness

FBT up 2.4% to $108 then drifts back to 107; NASDAQ flat 4661 DOW bounced around in 425 point range. Mixed market among biotech stocks after NASDAQ  and S&P sell off; momentum eases. Mid-cap immuno-oncology stocks : down AGIO, BLUE, EPZM, SGEN.; up CLVS, INCY, MDVN. Rayno Life Science Movers: Pharmacyclics (PCYC) up 16% to […]

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JPMorgan Healthcare Conference Notes #1: Sequencing Picks Romp-FMI

Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous  monitoring of tumor specific information and molecular alterations All of our sequencing picks were up  1/12 on Roche equity deal to support oncology with personalized medicine development. Two other […]

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