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Rayno Life Science: Trading Notes End of August

As we move into a heavier trading period watch your portfolio for changes as volume picks up. Here are some of our long term portfolio winners where you can take profits: Exact Sciences (EXAS) short squeeze took it to $22. Illumina (ILMN) triple to at $180. Here are a few laggard stocks with bullish momentum: […]

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Biotech Rally Update… up 12.9% in 30 Days: ACHN, CLDX, FBT, KPTI

Rayno Biopharmaceutical Stocks- Including New Picks Another great day for biotech with most Rayno stocks in a rally mode with a bit of profit taking on Gilead Sciences(GILD) down 1%. Notable movers up on our core picks are: Alkermes (ALKS), Amgen (AMGN), Ariad (ARIA), Regeneron (REGN) and Vertex (VRTX).Our top small cap pick Achillion (ACHN) […]

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$8B Intermune (ITMN) Buyout Will Rally Biotech Stocks Today

Look for a decent rally in the biotech sector today after Roche agreed to pay $8.3B for Intermune which is awaiting approval of pirfenidone,a treatment for idiopathic pulmonary fibrosis. The stock is up 36% in pre-market today and was already up 17% over one month.  

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August Rally Fading-Buyers On Hold in Light Summer Trading:Top Pick FBT

Large Caps Rule Macro and Seasonal Risks Create a Choppy Market The August biotech rally has taken us to the midpoint of the February top and May bottom and is faltering. Look at the XBI SPDR S&P biotech ETF (XBI), a proxy for momentum and smaller cap trading, up 8.7% over 30 days despite a […]

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Buy Mid and Small Cap Biotech Stocks For A 4th Quarter Rally..Update 8/20

Update 8/20/14     IWM at $115, NASDAQ at 4528 Rayno Focus Stocks Achillion (ACHN) at 52 week high up 204% YTD and 48 % over 30 days. Gilead (GILD) new all time high at $101.36. Rayno Large Cap Biopharmaceuticals Portfolio (ALXN, AMGN, BIIB, FBT, GILD, REGN,RHHBY)  up 24.3% YTD. A coincident rally in IWM […]

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Rayno Large Cap Biopharmaceutical Portfolio Up 17.5% YTD

Biotech ETFs or Large Caps Are Best Plays  In March 2014 we recommended an overweight in large cap biotech stocks due to volatility and higher risk of smaller cap stocks lacking revenue visibility. As we move into the fourth quarter we will reassess upside in the usually bullish end of year time frame. However many […]

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