Author Archive | Raynovich Rod

Trends from the JPMorgan Healthcare Conference 2012

Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing and genetic analysis products from Life Technologies (LIFE) and Illumina (ILMN). NIH and […]

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“January Effect” Rally: A Cliched Trade That Really Works

You read about it every year, and always there are skeptics, but in Q4 2011 to Q 2012 the “January effect ” rally for small cap and life science stocks were big winners. Why does this happen? Not so important just that it does happen. Here are our December focus picks (see earlier posts):   […]

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JPMorgan Healthcare Conference: Life Science Tools Rally

Life Science stocks got a boost from news and presentations at the J.P.Morgan Healthcare Conference and most stocks from the Rayno Life Science Portfolio were up.(see our “January Effect” trades mentioned in December). Leading life science tools companies Illumina (ILMN $34) up 3% again today,and Life Technologies (LIFE $46.28) were boosted by new product announcements, new […]

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Rayno SnowBlog: High and Dry- Dry Curse of La Nina is Back 1/31

We had a powder weekend in Mammoth with 3ft Jan20-22 but nothing on the horizon for 10 days. Check Alta, Northwest like Mt Baker or BC and maybe Big Sky. http://www.cpc.ncep.noaa.gov/products/predictions/814day/814day.02.gif http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=us&t=5d http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=nh&t=7d ————— The forecasters have turned on the WHITE. Howard Sheckter calls the turn and end of  the abysmal sunshine! San Francisco Weekend Weather […]

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Biotechnology Stock Review 2011:Update 1/2/12

Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist (CBST), Exact Scientific (EXAS),Gilead (GILD), BioETF (IBB), Immucor (acquired), Neogen (NEOG), Regeneron (REGN),Quidel (QDEL), Seattle Genetics (SGEN), United Therapeutics(UTHR) and Viropharma (VPHM) Losers: Alere […]

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Rayno Diagnostics and Tools Portfolio: ILMN, NEOG

Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new products. Illumina (ILMN $28.95) is up 6.5% today and has been volatile in the […]

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Three Small Cap Stocks for a Rebound in January: AMRI,ASTX,SRLS-UPDATE 1/5/12

January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13 should provide news and perhaps another boost for biotech stocks: J.P.Morgan Healthcare […]

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Macro News Kills Holiday Buzz: Markets Off 1.6% and More

Rally Hits a Wall at S&P Q4 High of 1265, Down 2%  to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates are too low for alternative investments- 10 yr. […]

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Rayno Life Science Portfolio: Tools Rally- A, LIFE, ILMN, QGEN

Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of $3.7B  the Company is not too expensive for […]

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Pure Play Diagnostics Roster: Metrics with Q3 Earnings

No new buys, currently on HOLD list: ABAX, EXAS, NEOG, QDEL, SRLS. Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update | Raygent.com Outperformers YTD: ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%, TECH up 1.5%. Underperformers YTD: ALR down 36%, […]

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