Archive | RAG

Healthcare Sector Gets Upgrade from Morgan Stanley

Biotechnology,Pharmaceuticals and Healthcare Providers Are Most Attractive After a five day rally led by chips, tech and industrials Morgan Stanley came out today calling the healthcare sector an overweight. Adam Parker, the US Equity Strategist published a report with the key themes and top picks by the US Healthcare Team. In a detailed 25 page […]

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Random Items: CELG Investor Network, NFLX CEO Challenges Short Seller

Celgene (CELG $58.49) is off 0.93% and down 1.29% YTD in a biotech bull market. The stock is also off 20% from 2007 and 2008 highs near $75.The Company recently bought Abraxis for $3B + and presented Abraxane data in combination with other drugs at ASCO. The Company has 25 drugs in it pipeline and […]

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Life Science Stocks Are Deal Driven: Alkermes (ALKS) and Elan(ELN) Merge Technologies

Good Technology Fit Helped By Cheap Money and Tax Benefits M&A has been one of the main drivers of the biotech market and today we have more recombinant action as Alkermes (ALKS) of Boston is buying the EDT drug delivery unit of Elan (ELN) of Ireland for $960M. Elan would receive $500M in cash and […]

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Rayno Life Science Portfolio: Cephalon (CEPH) Up 27% After Hours on Valeant (VRX) Hostile Bid- UPDATE

3/30/11 Update CEO Michael Pearson of Canadian based Valeant (VRX) reiterated his determination(live on CNBC this am) for buying Cephalon (CEPH) after being stalled by the Board of CEPH after initial discussions.Mr. Pearson stated he wanted to move quickly and if the deal stalls he would withdraw his bid for the Company.It is possible that […]

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Who Knew “Land Banks” Were Off-Balance Sheet?

It was 2005, the peak of the housing bubble and housing stocks were running wild. Toll Brothers (TOL) and Lennar (LEN) stock were at 60. There was no end to housing with Wall Street buying up mortgages faster than brokers could sell them. One of the many creative ploys feeding the frenzy was for the […]

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Good Riddance to August 2010- Part 1 Bonds for Everyman

The gloom and doomers are still out in force today but facing a little headwind as the market is stable to up helped by home prices and consumer confidence. Apparently the bulls were on vacation this August or frozen from clicking on something to buy except bonds. However the bond bulls rule  led by PIMCO […]

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Life Science Tools and Dx: Caliper(CALP) and Celera (CRA)Report Results

Two companies that have been restructured through M&A announced yesterday. Celera(CRA) was added to our model portfolio recently at 7, traded down 2% to $6.75 on missed guidance and a net loss of (.08) compared to a loss of 39 cents the same quarter of  previous year. Revenue guidance was lowered to $135-145M  from $145-155M […]

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Oncology Pipeline Update

Here is an update on Oncology Pipelines courtesy of Linda Pullan (lpullan@msn.com), a consultant who follows the sector. www.PullanConsulting.com Pfizer (PFE), Roche (RHHBY) and Novartis (NVS) are predicted to launch the most drugs. Some Pharma Companies Need to In-License in Oncology Now by Linda Pullan___________________________________________ Pharma and Biotech companies that can’t replace or outpace current […]

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Genomics Boom Boosts Sales of Research Tools

Genomics and Medicine: transformative therapies are coming but diagnostic breakthroughs will lead the way Ten years after the start of the Human Genome Project  we have learned a lot about the links between genetics and disease but few direct cures have emerged. The biotech Company Human Genome Sciences(HGSI), an early player in genome discovery has […]

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Response Genetics(RGDX) Signs Agreement with Glaxo for BRAF Gene

Response Genetics(RGDX) announced a deal today for a non-exclusive license to provide GlaxoSmithKline (GSK) with certain rights to proprietary BRAF mutational analysis technology in human tumor samples. The BRAF gene encodes a protein involved in cell signaling and cellular growth and differentiation.Specific gene mutations have been correlated with the development of certain forms of cancer. […]

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Milken Institute Global Conference-Healthcare Reform I

Missed Opportunity in Health Reform-Wellness and Prevention On Monday April 26 a panel of executives  and leaders including Michael Milken, moderated by CNBC anchor Maria Bartiromo convened to discuss Health Reform in a session focused on “Prevention and Cures”. The primary focus of the discussion was the need for government policy and health reform to […]

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Genomics Update from AACR: Biomarkers for Oncology Medicine

Yesterday we presented an overview of the use of  Biomarkers(BM’s) for predictive use in the treatment of Lung Cancer. Here are some additional summaries from the American Association for Cancer Research(AACR) meeting on Monday.Researchers from Fox Chase Cancer Center in Philadelphia reported on a study the suggests that levels of the enzyme ERCC1 offer  a […]

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Helicos(HLCS) Update

GenomeWeb published an update (scroll down)on Helicos on Friday April 16. Full Year Revenues for fiscal 2009 were $3M and although R&D and Admin expenses were cut the Net Loss for the Year was $28M. Helicos has been working with the investment bank Thomas Weisel Partners since last summer to explore strategic alternatives.On April 14 […]

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Microfluidics (MFLU.OB) Update-Turnaround intact

Microfluidics announced Year-End 2009 and Q4 results yesterday and delivered numbers pretty much according to plan. Q4 Income was $80k; Gross margin at 60% Achieved $525k EBITA for Full Year; R&D was cut to $449k for Q4 but management says no impact on new products Generated $15.7M Revenue for 2009 a 6% increase for 2008; […]

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Clinical Diagnostics Part 1: a sector poised for growth

Many of the issues coming out of the  healthcare reform discussion:  rising medical costs, Medicare budget, need for better clinical outcomes, push for biogenerics have  caused concern among investors and limited returns in the healthcare sector. Although M&A activity has picked up, funding for venture start-ups. equity for public companies and IPOs’ is down to […]

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