Archive | Biopharmaceuticals

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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Caution on Biotechs With Risk Off Situation-UPDATE 1/5/12 Dendreon Soars

Dendreon (DNDN $10.94) soared 44% today on a business update saying Provenge sales for its prostate cancer treatment were better than expected. Fourth quarter gross revenues were $82M with full year revenues at  $228M .Also the Center for Medicare and Medicaid Services updated their reimbursement landscape.   Time to Look at Dendreon (DNDN) We have been […]

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Fidelity Biotech Fund (FBIOX) up 7.9% YTD Outperforms Major ETFs

Managed Healthcare Mutual Funds Starting To OutPerform ETFs Earlier this year we wrote an article on Investor Uprising comparing returns on biotech funds and major ETFs. At the time ETF’s were outperforming managed mutual funds. Now as we enter the strong quarter for small cap and biotech Fidelity Select Biotech (FBIOX) has pulled ahead of […]

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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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Innovations Continue to Drive Market Gains

Over $50B in Product Sales Have Been Posted in the Last 20 Years as a Result of Biotech Advances Biotechnology stocks were up about 12% over the past 12 months through February 2011, underperforming the Nasdaq, which was up 29%. The NYSE Arca Biotech ETF did better, up 23%. Since the recent market bottom in […]

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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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Rayno Life Science Portfolio 2011 H1 Update-Biopharm Big Winners:BIIB, CBST, REGN, SGEN

2011 A Huge Year for Life Science Investing As of mid-year the Rayno Life Science Biopharmaceutical Portfolio was up over 20% beating most  ETF’s and Life Science mutual funds. Our two recommended biotech ETF’s for balancing and overweighting were FBT up 13.3% and IBB up 15.3%. Returns could have been much higher with rebalancing strategies […]

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Rayno Biopharma Portfolio: Update 4/11,6/11, and 11/11,21/11

11/18 Added Dendreon (DNDN) at $8.00 level.IBB is preferred biotech ETF. 11/15/11 Comments: Under review: ImmunoGen (IMGN) Dropped FBT an ETF in favor of  IBB or possibly XBI. For bullish equity allocation in Tech and Biotech use QQQ. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up […]

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