JPMorgan Healthcare Conference 2010: Themes and News

Here are some of the broader themes and market trends gleaned from Company presentations: 1.) There is a shift from small molecule drug development to biologicals and vaccines. e.g. Pfizer (PFE) 2.) “Bolt-on” acquisitions of smaller companies are being done to bolster product portfolios and emerging market positions. e.g. GSK 3.) There is increasing synergy […]

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JPMorgan Healthcare Conference-2010 Day One-Monday January 11

Over 5000 people piled into the Westin St. Francis Hotel in San Francisco for the 28th Annual Conference. Investors, Company presenters and entrepreneurs were emboldened by good biotech sector returns in 2009 of 18-28% with many stocks reaching new highs. Seasonality has been a factor with the so-called “January effect” where small cap stocks tend […]

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JPMorgan Healthcare Conference Jan.11-14 San Francisco

We will be attending the 28th Annual JPMorgan Healthcare Conference in San Francisco and reporting on various companies and news on the Genetic Engineering News WEB site (www.genengnews.com). Although we will be attending presentations of companies in all sectors we will try to focus on the following: Diagnostics e.g, GenProbe, Idexx, Inverness Genomics e.g. Celera, […]

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Volcano(VOLC) erupts 9% on Upgrade

Robert W. Baird and Co. analyst Lawrence Neibor upgraded four medtech stocks and helped get the “January effect” in full swing. Cyberonics (CYBX), Edwards Lifescience (EW), Thoratec (THOR) and Volcano (VOLC) were all upgraded to Outperform from Neutral. Volcano was up 9% to 19 in late afternoon trading on 640k shares and is up about […]

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Review of Biotech 2009 Fund and ETF Performance YTD

The Rayno LifeScience Biotech portfolio is up 11-15% YTD (15%+ with rebalancing as recommended). Among the big winners YTD are Regeneron (REGN) up 40%, Targacept (TRGT) up 880% and Inverness (IMA) up 72%. The portfolio included both biotech and diagnostic companies. We reviewed five other ETFs and funds in the biotech space. The % performance […]

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CompuGen(CGEN) deal sparks small cap biodiscovery stocks

CompuGen, an early stage drug and diagnostic discovery Company announced today a “Discovery on Demand” therapeutic peptide collaboration with Pfizer that focuses on three peptide drugs based upon CompuGen in silico discovery platforms. The predicted molecules will be synthesized and delivered to Pfizer for further development. Pfizer will have the right to exercise options for […]

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Year End Biotech Rally on Schedule

Seasonality, deals and “healthcare reform lite” spur rally On November 18 we suggested some rebalancing in the Rayno Life Science Portfolio anticipating some year-end optimism.Today we got some help from licensing M&A and financing deals. http://seekingalpha.com/article/179029-this-week-s-biotech-deal-making-and-financing?source=yahoo Moreover. the dreaded healthcare reform cloud proved to be less threatening to many sectors of the healthcare market as […]

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Sequenom down 7.5% on Xenomics’ power play

Well known biotech executives “face-off” in Licensing Deal gone awry Xenomics'(XNOM.PK) announced today that an ongoing internal preliminary investigation concluded that Sequenom (SQNM) willfully manipulated its Down Syndrome data in its presentations.In late October 2008 Xenomics granted an exclusive license to Sequenom for its transrenal technology based upon Sequenom’s announced success in developing a Down […]

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H1N1 Boosts Development in Pharma Sector

Global market growth for vaccines forecasted at 12% ( Edited version published in Genetic Engineering News Dec. 1, 2009) The potential H1N1pandemic has drawn renewed interest in vaccines. Vaccines over the last 100+ years have been one of the most important agents for controlling infectious disease beginning with smallpox then polio in the fifties. From […]

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Positioning for a possible year-end Biotech Rally

After a nasty October correction of 10%, biotech stocks are in a recovery mode and poised for a Q4 rally extending to early January. This trend was intact in the past (check ’05,’06, and ’07 trends) but was disrupted by the recent financial crisis of ‘08/09. A nice base has formed around the IBB level […]

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