Archive | Biopharmaceuticals

Biopharmaceuticals Resist Market Correction: M&A du jour Ardea (RDEA)

Biotech Outperforming Tech Lately: M&A Hit of the Day Ardea Biosciences The market continues its choppy trend with the QQQ‘s off  0.9% to $65 with some Internet high fliers like AMZN and NFLX taking a hit. But biotech recovered from earlier losses with the IBB down only 0.35% and surprisingly  Alexion and Regeneron recovered from […]

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Rayno Life Science Portfolio: CBST, GILD,HGSI, REGN SQNM

Biotech Rally Ignited By Clinical News and M&A Theme The biotech sector roared back today with major ETF’s IBB ($122) up 2.4% and XBI ($78.6) up 5.1 % driven primarily by Gilead (GILD $52.23) up 12 % and other large caps like Regeneron (REGN $127) up 2.5%. Gilead (GILD) was up on clinical results from their […]

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

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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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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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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Biotech Stocks Ignited on JNJ Prostate Drug Study

Biotech Sector Recovers from Monday’s Weakness-Bull Intact Biotech stocks are strong today tracking a NASDAQ rally and favorable news on JNJ’s prostate drug Zytiga which met its goal in a new study. Dendreon stock took a big hit down 10% because the JNJ therapy is simpler and cheaper, while Medivation (MDVN $74) stock soared 14% […]

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Sell-Off Picks Up With Some Biotechs Hit Hard

Smaller Cap Biotechs  In Major Correction All the major indices are down in the 1.75% range and now the NASDAQ at 2902 is 100 pts. away from the elusive 3000 level. Analysts have been warning about a correction for weeks but with many indices up 10-15% YTD profit taking was inevitable. Driving prices lower were […]

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Caution Rules: Easy Money Has Been Made With Biotech Up 15% YTD

Pause Mode Since February 15 The biotech indices and ETF’s we track are off about 1% or more today as the market is in a profit taking mode. The Rayno Life Science Portfoio is also off about 1%. Speculative appetite is down with some MO stocks and former high-fliers taking a greater hit today: Amarin […]

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