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Rayno Biopharmaceuticals Portfolio 2/09/09-1/27/12

Rayno Life Science Biopharmaceutical Picks Beat All Sector Averages Life Science Market  Hits 10 Year High Tracked by IBB ($115.51), and Up 46% Over 5 years Highlights of Rayno Biopharma Portfolio Biggest winners over 3 years were Alexion, Biogen, Micromet, Regeneron, Targacept and Viropharma. Targacept was at one time was a 20X return but is [...]

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Rayno Life Science Portfolios Run With NASDAQ Up 3.79%

Life Science Stocks Have a Big Day  The Rayno Biopharmaceutical Portfolio was up over 3.7% today as all biotechnology stocks pretty much tracked NASDAQ which was up 3.5%. Although we remain cautious with no new buys we have  a good chance for a Q4 rally as the sector is outperforming NASDAQ quarter to date. Within [...]

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Gilead (GILD) $11B Deal for Pharmasset (VRUS) Sparks Biotech Stocks

Pharmasset Buyout Brings To Mind M&A Upside for Biotech Stocks: ETF’s and Funds Lead the Way Gilead (GILD $35) stepped up with a huge buyout of Pharmasset (VRUS $134.21) driving the stock up 89% over Fridays’ close and 519% YTD! Pharmasset has no revenues but has a three potential hepatitis-C treatments in clinical trials that [...]

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BIO Investor Forum: Oct 26,27

We attended the BIO Investor Forum in San Francisco last week and here is my brief summary of funding, important trends and technologies. Investor Uprising – Rod Raynovich – Biotech Bull Market Intact, Despite Funding Gap

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Rayno Life Science Portfolio Winners: BMRN,GILD,QQQ, VPHM

We attended the BIO Investor Forumin San Francisco this week and will provide a brief review of select technologies and companies on Monday. Despite a funding gap for earlier stage companies we believe the life science sector continues to offer good opportunities for investors. By now you have read every market summary on the big [...]

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Healthcare and Biotech for Relative Safety: ALXN,REGN,OPTR,SGEN

A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety. Drug stocks that pay dividends and large cap [...]

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