Author Archive | Raynovich Rod

Rayno Biopharma Portfolio Update: ALXN, BIIB, CBST,REGN, VPHM

We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up 75%. Losers were Albany Molecular (AMRI) down 40% and Gilead (GILD) down 4%. The ten […]

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Rayno Life Science Portfolio: Alexion (ALXN), Response Genetics (RGDX)

Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% – 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3% today on volume of 2.7M shares, on an article […]

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No Market Reaction To Supreme Court Patent Rejection For Dx Tests

Diagnostics Stocks Are Relatively Calm After Patent News: But Patents Still Matter The Supreme Court Ruling threw out two process patents on diagnostic tests because they were based on the laws of nature and that they were merely telling doctors of a new scientific discovery.In the WSJ article some expressed big concerns: “Michael R. Samardzija, […]

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New Trends Or Head Fake: Treasury Yields Up, Gold Down, Equities Rule

There Is A Fork In the Road-Do you Take It? The past two days have shown some very dramatic trends in the market. But we will not discuss the parabolics of AAPL $589 stock up 8% in five days which you all know  (Will newbies get into AAPL now?). Here are some key benchmarks we […]

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NASDAQ Rolls On To 10 Year High At 3016 Up 1%

Biotech Sector (IBB $119.73)  Up 12 % YTD, Lagging NASDAQ (QQQ) Up 17.85% Here is a summary of our recommendations over  the past month: No change in our basic Rayno Life Science Portfolios.Biopharmaceuticals have outperformed Tools and Diagnostics. Continued strength with following stocks at or near new highs are : Amgen (AMGN $68.43), Biogen (BIIB […]

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Snow Blog West: Snowy Period by March 17th

All the Models Looking Better for PPT We should see a change by next weekend for one of the worst Sierra seasons in recent times. Mammoth has a good base due to excellent man made snow, but has received only 157 in. of snow season TD compared to an average of 342 in., and the […]

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Biotech Stocks Ignited on JNJ Prostate Drug Study

Biotech Sector Recovers from Monday’s Weakness-Bull Intact Biotech stocks are strong today tracking a NASDAQ rally and favorable news on JNJ’s prostate drug Zytiga which met its goal in a new study. Dendreon stock took a big hit down 10% because the JNJ therapy is simpler and cheaper, while Medivation (MDVN $74) stock soared 14% […]

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Illumina (ILMN $50.35) Good Value

CEO Jay Flatley was on CNBC at 4:55p today with Maria Bartiromo. Maria asked him why the Company did  not accept the Roche offer? He answered ” because the offer was near  the stock’s low for the year and was opportunistic and did not reflect the  value of the Company.” Flatley also reiterated the huge […]

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Sell-Off Picks Up With Some Biotechs Hit Hard

Smaller Cap Biotechs  In Major Correction All the major indices are down in the 1.75% range and now the NASDAQ at 2902 is 100 pts. away from the elusive 3000 level. Analysts have been warning about a correction for weeks but with many indices up 10-15% YTD profit taking was inevitable. Driving prices lower were […]

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Caution Rules: Easy Money Has Been Made With Biotech Up 15% YTD

Pause Mode Since February 15 The biotech indices and ETF’s we track are off about 1% or more today as the market is in a profit taking mode. The Rayno Life Science Portfoio is also off about 1%. Speculative appetite is down with some MO stocks and former high-fliers taking a greater hit today: Amarin […]

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