Caution As Life Science Stocks Are Consolidating Life science stocks had a wild roller coaster ride in 2014 with many stocks peaking around March 1. Momentum and cult stocks in our portfolio still had a good quarter with the following top winners: Illumina (ILMN) up 25.2%, Vermillion (VRML) up 25%, Exact Sciences (EXAS) up 21% […]
Mini-Rally in Life Science Stocks— Update 10p PDT Biotech stocks recovered off their am lows today with major ETFs (FBT,IBB,XBI ($161.45) up about 0.3% and within 5% of highs. Over the past week or so biopharma stocks have been weak with a “topping” process evident in late February. Volatility has increased with daily swings and some mid-cap […]
Molecular Diagnostics and Sequencing Technologies Are Big Winners in January 2014 But Recent Two Day Sell-Off Has Done Damage To Many Stocks Diagnostic stocks were a sea of red today after a huge January driven by growth expectations from new products and platform molecular technologies. As financial reporting is due for many of these stocks this […]
2014 J.P. Morgan Conference Update #5-Rayno Diagnostics and Tools Portfolio Amazing start for the New Year Performance among Clinical Diagnostics and Tools stocks was strong with many stocks beating the sector indices (IBB) which were up 10-15%. Stock performance in 2014 will be more dependent on earnings and guidance although there is considerable sentiment carry-over […]
Biotech Rally Continues With IBB ($245) At New Highs-Up 10 Pts. From Monday’s Bottom Several Rayno Life Science picks were up after presentations at the 2014 J.P.Morgan Healthcare Conference. All of our portfolio picks are strong holds unless otherwise noted. Our objectives for Rayno Life Science in 2014 will be to: Continue our portfolio approach […]
New Products for Molecular and Companion Diagnostics Drive Growth Rayno Life Science Big Winners-ALR, CSII, ILMN,TMO A diversified life science portfolio must include clinical diagnostics and tools stocks because of the synergies between therapy and diagnostics. Breakthroughs in molecular diagnostics for personalized medicine, genetic testing and infectious diseases are driving new product cycles for timely, […]
