Update 3/19/14 Trading is mixed near flat line.

Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50.

Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer and 42% with pre-cancerous lesions. (See detailed data). 2015 revenue forecasts from Yahoo are in range of $60M to $238M but will be updated no doubt.Volume of 5M shares and chart looks like profit taking.

Albany Molecular  (AMRI $20.32) up 3.94% another new high.


Rayno Biopharmaceutical and Diagnostic Stocks In BIG Rally

Biggest movers in Biopharma-Large Caps Still Rule Near All Time Highs


Mid and Small Cap movers: AMRI, CBST, IMGN, SGEN

Achillion  Pharmaceuticals (ACHN $3.54) our only loser is looking better. We added more at $3.40.

Diagnostic  Stocks Pick Up Steam Up Over 2%:    See EXAS

EXAS up 8% anticipating colorectal screening test approval. Data now in NEJM. Better than FIT. The stock was added to the Rayno portfolio on 12/10/10 at $5.60.



Investment posture: maintain 15% cash, stay with Rayno Portfolio stocks, avoid high fliers and small cap speculative stocks. Using ETFs as a marker the sector is at the low end of a rising channel up 17% YTD.

Chart foriShares Nasdaq Biotechnology (IBB)




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