Tag Archives: biotech portfolios and ETFs

Rayno DX and Tools Mid Year Review and AACC Update: ABAX, ILMN, HOLX, TMO.. Update-1

Update 7/29 Rally Is Cut Short By New Sanctions On Russian Industry-Sell-Off at 2:15 EDT Consumer Confidence at 90.9 vs Forecasts 85.0-Before Market Opens Diagnostics/Tools stocks trying to rally off recent bottom: Cepheid (CPHD $39.50), NanoString Technologies (NSTG $12.46), Quidel (QDEL $23.79), Pacific Biosciences (PACB $4.83), and Response Genetics (RGDX $0.78). Luminex (LMNX) soars 8% on […]

Leave a comment Continue Reading →

No Summer Doldrums In Biotech Today … PBYI…Update-1

Update 7/23 Biogen Idec (BIIB) Soars 11% on Earnings EPS at $3.49 vs est $2.83; Sales of MS drugs were $2.42B vs $1.72B last year. Our large cap portfolio is now up 15% YTD with less risk than mid and small caps. One analyst thinks PBYI will be acquired but watch out with a market […]

Leave a comment Continue Reading →

FED Comments Focus On “Bubble” Stocks In Social Media and Biotech…. Update-1

Update 8PM EDT NASDAQ Holds Losses to 0.54%-Futures Stable Biotech Damage Across the Sector-Rayno Life Science Portfolio Notes Large Caps off about 2% (FBT), but Gilead (GILD) down only 0.95% and Roche (RHHBY) up 0.28%. Rayno Biopharma stocks all red down 3-4% with XBI down 3.86%, IBB down 2.2%. Damage not as severe in Diagnostics […]

Comments Off Continue Reading →

Rayno Life Sciences: First Half Stock Performance Part 2-ILMN, SQNM

Rayno Diagnostics and Tools-Sequencing Rules Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(CSII) and Quidel (QDEL)- did not recover to former highs. Sequenom  (SQNM) is a leader in non-invasive pre-natal tests such […]

Comments Off Continue Reading →

Rayno Life Sciences: First Half Stock Performance Part I-ACHN, AMRI, VRTX

Biopharmaceutical Stocks Come Roaring Back After Q1 Correction Most Stocks Bottomed in April -We are Currently in Rally Mode The biotech sector is up 18% YTD as tracked by most popular ETFs (FBT,IBB,XBI). After a vicious sell-off from the February bubble the biotech sector bottomed in April and has climbed slowly t within 5% of  Q1 […]

Comments Off Continue Reading →

ETFs Outperformed Managed Biotechnology Funds YTD-FBT Is the Leader

2014 YTD- ETFs Outperformed Managed Funds In Biotech In the past managed life science funds outperformed ETFs but this has reversed in 2014. Fidelity’s flagship Select Biotechnology Portfolio (FBIOX) is up 10% YTD and 41.4% over one year, and 229.6% over 5 years.  The fund is concentrated in large cap and mid cap stocks; Gilead […]

Comments Off Continue Reading →