Archive | 2009-2017 Life Science Portfolios

Biotech Funds and ETFS:JNGLX,FBDIX,FBIOX

See This Week’s issue of Barron’s (JY 15 p 31)  for a good  summary of the  biotech sector.  See also our article at bottom of page from Investor Uprising in 2011.We have covered many ETFs and funds over the years and have favored Fidelity Select Biotechnology Fund (FBIOX) and ETFs such as IBB and XBI. […]

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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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Life Science Stocks Look Toppy: Red Screen Today ALXN,IBB,REGN Update 1

Raise a Little Cash as Macro Focus Brings Choppy Action Life Science stocks took a hit today underperforming NASDAQ which was down only 3.35 pts. The biotech sector has been pretty much on a tear since the November bottom as they re-accelerated in mid-December. The biotech ETF (IBB) shows a double top from October and […]

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Who Knows About the Bull Market in Biotech Stocks?

Is There No End to the Biotech Bull Market? Biotech ETFs NASDAQ Biotechnology (IBB) up 36% YTD and NYSE (FBT) up 42% YTD Around 1998 I remember vividly two market conversations: one from a Sun Micro sales executive telling me “there is no end to chip stocks”; the other from an astute investor telling a […]

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Rayno Life Science Portfolio: AMGN, EXAS, NEOG, REGN Winners on a Risk-Off Day

Biotech Stocks Remain Resilient On A Bad Day The market took a nasty turn today with a 1.36% sell-off in NASDAQ and 1.05% for the S&P. The damage was across the board but the healthcare sector rose above the flack down only 0.11%. Large cap drug and biopharmaceutical stocks were green. Our mid-cap biopharma index […]

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Biotech Sector Avoids Nasty Correction and Hits New Highs

Why is the biotechnology sector still strong? Despite all the gloom and doom in the markets over the past 60 days the biotechnology sector has barely flinched and is currently at YTD highs. Bellwether ETFs IBB (126) and XBI ($82.85) are up over 20% YTD after a brief correction in mid-April compared to the S&P […]

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Rayno Life Science Update-Macro Rules, Risk Off

Market Off Its Lows Today-Consumer Cyclical and Technology Outperforming Healthcare The market continues to be weak with the NASDAQ entering its 5th day of the sell-off  down 4.29% but the QQQ ($64.29) NASDAQ-100 has recovered from lows today. The ETF IBB ($64.32) has fared better down only 1.92% over five days and still up 18% YTD […]

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Roche Bid for Illumina (ILMN) Drives Biotech Sector to New Highs

M&A Theme Provides Underlying Bid to Market Roche Holding, the most diversified diagnostics and pharmaceutical Company with an aggressive leveraged strategy for the molecular basis of disease and personalized medicine has offered $5.7B for the leading Company in genetic sequencing and life science tools with revenues in the $1B range. The offer was $44.50 but […]

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Another Big Rally on Europe Non-News: Biotech Sector Lagging

Another stealth rally led by financials took the S&P 500 up 2% helped by a turbo boost in the last 90 minutes as The Guardian reported that France and Germany agreed to boost the rescue fund.Oil prices rebounded driving energy shares higher. Some pundits as well as EU officials were skeptical of the Guardian news […]

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Life Science Stocks Rally into the Third Day Up Over 2%

Risk is on for Life Science Stocks The rally that began late tuesday continued into the third day with major biotech indices up over 2%.The Rayno Life Science Portfolio was up 2.2% with recent reiterated buys up even more: AMRI, EXAS, GPRO, OPTR,  REGN, SGEN, and VPHM.  Illumina (ILMN $39.93) was off 0.2% and the […]

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