Author Archive | Raynovich Rod

Caution on Biotechs With Risk Off Situation-UPDATE 1/5/12 Dendreon Soars

Dendreon (DNDN $10.94) soared 44% today on a business update saying Provenge sales for its prostate cancer treatment were better than expected. Fourth quarter gross revenues were $82M with full year revenues at  $228M .Also the Center for Medicare and Medicaid Services updated their reimbursement landscape.   Time to Look at Dendreon (DNDN) We have been […]

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Fidelity Biotech Fund (FBIOX) up 7.9% YTD Outperforms Major ETFs

Managed Healthcare Mutual Funds Starting To OutPerform ETFs Earlier this year we wrote an article on Investor Uprising comparing returns on biotech funds and major ETFs. At the time ETF’s were outperforming managed mutual funds. Now as we enter the strong quarter for small cap and biotech Fidelity Select Biotech (FBIOX) has pulled ahead of […]

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Macro Rules: Gold Gains Strength As Fiat Currency Update – 1

Volatile schizoid markets- Not a Good Time to Add Positions in the Life Sciences It is very hard to focus on biotech stocks with all the financial distress and chaos in the Eurozone dominating the news. Last week it was Greece today it is Italy  and the PIIGS. As debt concerns mount the new collateral […]

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MFGlobal: Where is the Customer Money?

Many of you read about the bankruptcy of MFGlobal last week. What you may not know is that customers still cannot access their cash.If they have open positions they have been transferred to R.J.O’Brien. See story below. We have talked to several individuals with major brokerage houses and have been told that customers have never […]

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BIO Investor Forum: Oct 26,27

We attended the BIO Investor Forum in San Francisco last week and here is my brief summary of funding, important trends and technologies. Investor Uprising – Rod Raynovich – Biotech Bull Market Intact, Despite Funding Gap

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Rayno Life Science Portfolio Winners: BMRN,GILD,QQQ, VPHM

We attended the BIO Investor Forumin San Francisco this week and will provide a brief review of select technologies and companies on Monday. Despite a funding gap for earlier stage companies we believe the life science sector continues to offer good opportunities for investors. By now you have read every market summary on the big […]

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Rayno Life Science Portfolio Movers: ALXN, AMRI, CBST

Rayno Life Science picks had earnings news and overall the Portfolio was up 1%. Albany Molecular (AMRI $3.49) stock was up 5.44% on low volume but showing steady recovery from recent lows in the $3 range. AMRI is a value stock trading at a market cap of $105M with forecasted revenues in the $222M range. […]

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Phase 3 Malaria Vaccine Trial Effective: AGEN, GSK

A promising new malaria vaccine from GlaxoSmithKline (GSK $43.72) offers hope to children in Africa.The final stage trial cut the risk of clinical malaria by 56 % and severe malaria by 47%. Malaria killed 781,000 people in 2009 and is a big problem in sub-Sahara Africa. The data was presented at the Bill and Melinda […]

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