Archive | Biopharmaceuticals

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

buy Lyrica 300 mg online uk 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

go to link 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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JPMorgan Healthcare Conference…2009

JPMorgan Healthcare Conference Monday briefing: Rod Raynovich Webcast at: Biotech Valuations at trough levels About 4000 attendees consisting of mutual and hedge fund investors,VC’s, Company executives and their PR legions registered the first day of the conference that eventually is expected to see 5500 by Thursday. With many markets weak and suffering from the […]

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