Archive | Reading List

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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When Does the Cost of Cancer Drugs Affect the Market?

Cancer’s Bitter Medicine Alex Philippidis in today’s Genetic Engineering News provides an excellent review of the treatment costs for CML (chronic myeloid leukemia) which can exceed $100k/year. However concern about the costs of cancer treatment has not yet hit the radar screen of major biotechnology analysts. Biopharmaceutical stocks are at an all time high due […]

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Biotechnology Archives: Human Genome Sciences-Anthrax and Lupus

1999 Biotech Superstar Got Bailed Out By Anthrax antitoxin?! The famous Company that was going to revolutionize drug discovery was saved in 2003 by a government funded bioterror program for Anthrax and later a Lupus drug. Anthrax drug brings $334 million to Pentagon advisor’s biotech firm – latimes.com Human Genome Sciences was sold to Glaxo […]

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Targeted Therapy and Diagnostic Biomarker Studies and Services 3/3/13 Update GHDX

Genomic Health Up 5% on Higher Q1 Revenues An article in the New York Times today (May 2) by Gina Kolata reviewed studies that affirmed the genetic basis of cancer. Genetic analysis of hundreds of tumors for endometrial cancer and leukemias found patterns of genetic aberrations that more precisely classify tumors. Knowing which genes are […]

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Rayno Life Sciences: Investor Election Guide from Credit Suisse

Ultimate Presidential Election Guide Click above for an interesting sector and stock review from Credit Suisse including major positions of candidates. Stocks in the Rayno Life Sciences Portfolio that were mentioned on the “Obama Victory” side include: Illumina (ILMN) and ThermoFisher (TMO) On the “Romney Victory” side include many medTech stocks such as Baxter (BAX) […]

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Biotechnology Does Create Jobs and MASS Effort pays Off

The MASS Biotechnology industry has crossed $6B as a 25 year effort beginning in 1985 with the MASS Biotechnology Council. Several major biotechnology companies were created around this time such as Biogen(BIIB)  and Vertex (VRTX) as well as major venture capital firms who invested $1B in 2011 and $8B since 2002. Several major pharmaceutical firms […]

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SnowBlog: El Nino on the Way in Sep?

End of LaNina? The weather is certainly in the  news as drought approaches levels not seen since the 30’s. But several reports recently indicate a shift coming in the fall toward an El Nino pattern.I will check in with noted weather forecasters to see if the 2012-13 ski season will be better for the West. […]

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Guide to Biotechnology Investing, published 5/27/11

Guide to Biotech Investing (Published in Investor Uprising in May 2011) This article is one year old but still relevant! Introduction: Balancing Portfolios With Biotech Rod Raynovich 5/27/2011 Recent breakthroughs with new drugs and devices have eclipsed many of the concerns of healthcare reform. In addition, the pace of innovation is accelerating. These factors are […]

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Biotechnology Stocks Continue To Rally After BIO Meeting in Boston

BioBuzz Rolls On After a bad day on NASDAQ yesterday with some profit taking in biotech there is a lot of green screen today. The sector is up 1% today and we are near all time highs like the XBI ($86.92). But to many investors, biotechnology is relatively unknown or still perceived as a speculative […]

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Macro Rules Market: QE3 Buzz is Off

Life Science Sector Outperforms NASDAQ-100: Movers are ROSGD, VICL Biotechnology stocks sold off about 0.65% overall as industry news and fundamentals were eclipsed by MACRO issues. Concerns loom about European debt, US debt ceiling and potential default. JPMorgan earnings helped buffer losses and Google earnings after hours were excellent so that should help tech(and adverting […]

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NYT Article Raises Issues with Genomics Tests with Cancer Patients

A front page article in the New York Times today by Gina Kolata, “How Bright Promise in Cancer Testing Fell Apart”, chronicles a patient case study at Duke University about gene based tests for lung cancer. Additional commentary at other research institutions suggests that “good science has not caught up with the financial push.” We […]

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Big Sell-Off in Oil, Gas and Other Commodities Spooks the Market

Relative Safety in Healthcare Stocks Today’s sell-off in the energy complex with the back-drop of a U.S. slow growth scenario plus the Euro being vulnerable due to Greece and Ireland has spooked the overall market. All the major indices are down over 1% with the S&P down 1.22%. Nasdaq is coming back down only 1%.Materials […]

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University Start-Ups? All It Takes Is Money

University Start Ups: We Can Do It  Just Show Me The Money To those of you who are familiar with Tech Transfer and university start-ups you know there are more opinions and technology than there is a money. See the article below that says universities are blowing opportunities to leverage their scientific talent. As if […]

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Healthcare Start-Ups: What’s Hot?

Hot biomedical concepts: Software, mobile communications, ophthalmology,antibiotics,epilepsy,surgery,cancer, and publishing. On Thursday March 9 The Wall Street Journal published an excellent review of the Top 50 start-ups and the money raised.The leaders were technology companies with a WEB focus. With valuations for Facebook, Group-On and Twitter soaring there is some debate as to whether we are […]

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