Update November 18 : NASDAQ 4702 up 0.67%, IBB at 295.25up 2.22%

Recent Small Cap picks:

CLDX 17.72 off 2.9% with profit taking.Very choppy trade.

FCSC 2.67 flat little action, despite Press Release on amputee treatment.

Foundation Medicine (FMI) at $25.86 up 2.67%. DNA tests for genetic profiling of potential cancer treatments.

KPTI $40.71 flat . Phase 2 with SINE (Selective Inhibitor of Nuclear Export).

Pacific Biosciences (PACB) $6.97 flat on high volume. SMRT technology for DNA sequencing.

Rayno Life Science Portfolios-Many stocks are up 2% +

ALKS, ALXN, GHDX, GILD, ILMN, REGN, SGEN. Large caps regain strength.

Biotechs stalled near new highs as S&P 500 hits new all time high at 2051.80.


Rayno Life Science Small Cap Picks-Recent Updates

On August 11 we suggested that traders  and investors look at several speculative biotech stocks that could rally in Q4 2014. Small cap biotechs track two ETFs : IWM the Russell 2000 Index and the XBI, a biotech ETF weighted toward smaller caps. We reviewed these stocks again in later posts and on Friday November 14. These stocks and their initial price points were:

Celldex Therapeutics (CLDX) -$15

Celldex is up 33% today to $18.94 on results from their brain tumor immunotherapy trial.The Phase 2 ReACT study showed statistically significant survival benefit in patients with glioblastoma multiforme. The Celldex drug halted cancer progression in 9 out of 33 patients.

Fibrocell Bioscience (FCSC) -$2.75

The stock has struggled as it approaches $3 but we still think it is  a good trade even a long term play with its autologous fibroblast technology for treating rare and serious skin disorders.

Karyopharm Therapeutics (KPTI)-$37.31

KPTI is volatile but holding above $40 with a broad trading range below and above. The Company is focused in nuclear transport technology with a pipeline of two lead products.The stock has 4 BUY ratings.

Pacific Biosciences (PACB) -$5.75

PACB is near all time highs reached in January and up 33% YTD, 35% over past 3 months.Roche ADR (RHHBY) announced a milestone payment in October. Revenues were also up in Q3 to $20.6M. The sequencing player is one of the last “value plays” considerably behind leader Illumina (ILMN). Both RHHBY and ILMN are also on our focus list.


Here is our small cap November Update after the BIO Investor Forum in October. Note that the IWM is holding at the $116 level.

On Friday we added  Foundation Medicine (FMI) to our small cap focus list at a price of $25.

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