The Stock Market Realty Shows In case you missed it stocks lately are being driven by hedge funds and celebrity billionaires who tout their positions. The Icahn vs Ackman drama is the latest high profile realty show featured mainly by CNBC-TV. Biotechnology stocks have always been driven by a BIG money following and we covered an [...]
Notes from the BioInvestor Forum October 9-12–Biotech Investing The BioInvestor Forum held every year at this time in San Francisco is one of the premier events for emerging companies. Over 500 investors and companies attended with 7 major sessions on investing and innovation trends. Over 100 private and public companies made a 20 minute presentation. [...]
Rayno Life Science Focus Stocks Are Strong-TMO Added Biopharmaceutical stocks continue their run today beginning with higher sales expectations for Regeneron(REGN $128) with their eye drug for macular degeneration.Regeneron raised expectation for Eyelea to $700-750 from $500-550.Total revenue for Q2 was $304.4 with a profit up to $76.7M or 70 cents a share. The stock [...]
Managed Healthcare Mutual Funds Starting To OutPerform ETFs Earlier this year we wrote an article on Investor Uprising comparing returns on biotech funds and major ETFs. At the time ETF’s were outperforming managed mutual funds. Now as we enter the strong quarter for small cap and biotech Fidelity Select Biotech (FBIOX) has pulled ahead of [...]
See Part One of the August review regarding the “bondfest”. We’ll spare you the review of what happened in August but now you know what worked- bonds and gold. Gold ended the month up 5.61% as it survived a correction under 1200 and brought in investors as fears of double dip and a waek dollar [...]
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 [...]
