Author Archive | Raynovich Rod

Biotech Stocks Fly Over Macro Flack: ALXN, ILMN, REGN, TMO

follow Rayno Life Science Focus Stocks Are Strong-TMO Added Biopharmaceutical stocks continue their run today beginning with higher sales expectations for Regeneron(REGN $128) with their eye drug for macular degeneration.Regeneron raised expectation for Eyelea to $700-750 from $500-550.Total revenue for Q2 was $304.4 with a profit up to $76.7M or 70 cents a share. The stock […]

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Clinical Diagnostics Stocks Sell-Off on Cepheid (CPHD $33.25) Guidance Cut

see AACC  Meeting Hangover Begins With Cepheid Earnings Cuts–Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the year down from  50-55 cents a share on expected revenues in the range of $333-347M. Revenue for Q2 was $81M an increase of 21% […]

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Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks

enter site 2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play a big role and over the […]

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Emerging Biomarker Face-Off: BGMD vs VRML

Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD) and Vermillion (VRML).  Here is a comparison over 90 days. VRML stock is […]

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Rayno Biopharmaceuticals Portfolio Winners July ’12 YTD: ALXN,IMGN,PCYC,REGN,SGEN Etc.

Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF’s with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and  short Medivation(MDVN) for a net profit of 51%. In one of the best years since 1999 for the biotechnology sector our core […]

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Supreme Court Obamacare Ruling: Mixed Reaction For Healthcare Stocks- Update 1 Market Soars

Update 1   Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today’s trading and our take: Biotechnology: Stocks have resumed their run to all time highs and even mid-caps […]

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Guide to Biotechnology Investing, published 5/27/11

Guide to Biotech Investing (Published in Investor Uprising in May 2011) This article is one year old but still relevant! Introduction: Balancing Portfolios With Biotech Rod Raynovich 5/27/2011 Recent breakthroughs with new drugs and devices have eclipsed many of the concerns of healthcare reform. In addition, the pace of innovation is accelerating. These factors are […]

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Biotechnology Stocks Continue To Rally After BIO Meeting in Boston

BioBuzz Rolls On After a bad day on NASDAQ yesterday with some profit taking in biotech there is a lot of green screen today. The sector is up 1% today and we are near all time highs like the XBI ($86.92). But to many investors, biotechnology is relatively unknown or still perceived as a speculative […]

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Rayno Life Science Market Update: CELG, ONXX, XBI Update 1

Sell-off gets worse with S&P down 2%. Moody’s downgrade of banks expected by end of day. Bear market for commodities? ———– We have been at BIO 2012 in Boston over the past week and will provide interesting trends and data from the Meeting by Monday. Global Slowdown Fears: Market off 1.5% at mid-day with the […]

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ASCO Week News Summaries

Here are some other good ASCO News sources from MedAdNews: PharmAviary provides a round up of the industry tweets of the week. Chris Truelove, editor in chief of Med Ad News and R&D Directions, scours the healthcare blogosphere to bring you a digestible summary of the big trends and issues that have everyone talking. Updates from #ASCO, and back […]

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