Author Archive | Raynovich Rod

Risk Off: Profit Taking, Spain and Jobs Data//BIO Update April 11

http://aj-smith.com/index.php?rest_route=/oembed/1.0/embed Nice Recovery in biotech today with our mid-cap index up almost 1%. Without doing a lot of detailed analysis it looks like stocks that have major institutional sponsors are rallying. Smaller caps without significant volume are still lagging. Two high fliers : Vivus (VVUS $22.15) and Medivation (MDVN $75.24) regained some composure after a bashing […]

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Financial Review of Pure Play Clinical Diagnostic Companies

buy Lyrica in ireland Who to Watch Among the Pure Play DX  Companies? High fliers with cache’ among  traders and investors: CPHD,EXAS. Value plays for earnings turn-around: ALR, QGEN. Niche companies: NEOG, SQNM. Personalized medicine plays: GHDX, QGEN. M&A potential? Very quiet lately. Whale deal for 2012: spin-off of ABT Diagnostic Div. Roche hostile bid for ILMN and emerging […]

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Emerging Biomarker Diagnostics: BGMD and VRML

http://elmechstructuralengineering.com/cad-drawings/ Early Stage Diagnostic Players With Novel Biomarkers We posted an overview on Seeking Alpha of two emerging diagnostic companies focused in novel clinical biomarkers which are FDA cleared. Products are now being launched with a revenue build expected by Q2 2012. As we get news and more financial data we will update this post. Institutions […]

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Rayno Life Science Portfolio: Diagnostics and Tools

Here is an update of our Diagnostics and Tools portfolio. Diagnostics and Tools have underperformed the biopharmaceuticals sector over the past 6 months with the exception of the companies acquired. Major acquisitions over the past 12 mos. have boosted performance: Celera, Immucor, Microfluidics and Seracare. Illumina is currently in play with a $51 bid from […]

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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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