Archive | Biopharmaceuticals

Biotech Stocks MOve Up Today for Impressive Q1 Performance: BIIB,IBB,GILD,REGN

Rayno Life Science Stocks Having A Nice Q1 Ending Run Well known Large Caps Dominate Rayno focus stocks that are running up 2% + today: AMGN, AMRI, ASTX, BIIB, GILD, QGEN, and REGN.  The Biopharma sector is outperforming Tools and Dx for Q1.   Tools and DX winners for the week are ALR, ILMN, and […]

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Rayno Life Science Stocks Update and MO Watch: ARRY, INFI, MDVN, PCYC Update 1

Rayno Biopharmaceutical Stocks In a Stealth Rally-Most Core Positions Up No changes have been made in core portfolio positions except as noted below. See update in Seeking Alpha. Action today with strong charts since Feb 26 Sell-Off ALXN ($93)  stable and recovering off 1 month lows BIIB ($178) solid performer up 8% since Feb 25 […]

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MO Stock Watch: AMZN, NFLX, INFI, ISRG, MDVN, PCYC–Update 3/15

Technicals Matter in a MOmentum Market Some important trends are developing in momentum stocks some of which are on in our Life Science Portfolio. As we have written previously many momentum stocks are being driven by media buzz, novel business models and sponsorship from hedge funds and growth mutual funds. If you are a momentum […]

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Momentum Market Ignores Washington- Biotech Sector Hits New Highs

FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points away),  growth in the ISM at 56 showing expansion, and China growth pegged […]

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Life Science Stocks Perky Today: ACHN,ALXN, AMRI,CBST,PCYC,OPTR

Biotech Rally Takes Sector to New Highs After a brief lull many biopharmaceuticals stocks are rallying over 2% today. Recently we reiterated Cubist (CBST $45.38) up 4.4% and Optimer (OPTR $12.62) up 3.34% and both are among big movers today. Taking the lead from some undiscovered small to mid cap stocks which have recently taken […]

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Rayno Biopharmaceutical Portfolio Performance- After Sell-Off 2/26/13

 Caution-Follow Technicals-Potential for Macro Risk Off The Life Science sector is about 2% off highs of February 1 and has formed a double top from October 5 highs. In recent posts we urged caution as some MO stocks had blow-off tops (ALXN,MDVN, REGN) and the IBB and XBI were unable to reach new highs with […]

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Biotech Stocks Rally After Brief Sell-Off: INFI, PCYC Update-1 2/25

Technicals Still Rule As Momentum Eases-Reiterate Caution MO favs down:  INFI, MDVN, PCYC The Life Science sector is up about 1% after two days of selling on heavy volume. The bellwether ETFs (IBB $145.16)  are about 2% off 52 week highs and we do not expect this rally to surpass highs so caution is still […]

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MO Money Moves On to Infinity Pharmaceuticals (INFI $41.10)Up 16%

The BIG money in biotech has moved on to new names like Infinity (INFI) up 15 points since December. In the meantime they are moving out of the big winners from 2012 like Alexion (ALXN  $83.4) down 3% and Regeneron (REGN $160) down 2.7% . See previous postings. The tremendous liquidity in this market can […]

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Rayno Biopharmaceutical Focus Stocks: Ones to Watch -ALXN,PCYC,REGN

Caution is Warranted by Technicals Given the toppiness in the biotechnology sector and the stalling of the IBB ($146), it looks like momentum is waning and some MO stocks favored by BIG money are selling off. Nonetheless we have not made any portfolio recommendations other than raising a little cash. We will update if there is […]

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Market Grinds Up- With Profit Taking In Some Biotech MO Stocks

Sell-Off Evident In Big Winners-Technicals Are Very Important In Here The 2013 rally trickled up today with the DOW and S&P up, but off its highs. NASDAQ is flat. The media trash talk has stoked up with many well known pundits and strategists urging caution but others repeating the worn mantra “don’t fight the tape, […]

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