by Raynovich Rod | May 28, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Impressive Rally in Diagnostics and Tools Stocks The NASDAQ rally is beginning to fade now up only 17 pts after hitting a high of 3510 at 10 am EDT. However many Life Science Tools and Diagnostics stocks are having a strong day. We recently featured 3 micro-cap...
by Raynovich Rod | May 15, 2013 | BIOgraph, Clinical Diagnostics and Tools
Biomarker Products for Cardiovascular Disease and Cancer This is the third article on Emerging Biomarker Companies. See 11/15/12 Update The synergies between diagnostics and drugs are growing as more treatment options require better data for cost-effective, targeted...
by Raynovich Rod | May 8, 2013 | BIOgraph, Biopharmaceuticals
ASCO Meeting Coming Up May 31 With the ASCO Meeting coming up at the end of the month, we are pleased to provide oncology pipeline data from Linda Pullan. There was a lot of interest on this WEB site when we provided data in June 2010. The link is Pullan’s...
by Raynovich Rod | May 7, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Rayno Diagnostics and Tools-Awaiting Q1 Results Many Rayno Diagnostics and Tools stocks have made new highs recently despite the sector being less frothy than biopharmaceuticals. These stocks are more pinned to financial results and dependent on a steady stream of new...
by Raynovich Rod | Apr 4, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, BIOgraph, Macro
Biotechnology Sector Q2 2013- At All Time Highs The BTK and ETFs such as the IBB and XBI hit all time highs on April 2. Of course the current ramp cannot go on forever because money moves on, speculation ebbs and math intervenes. We have been picking biotech stocks...
by Raynovich Rod | Mar 14, 2013 | Biopharmaceuticals, Macro
Technicals Matter in a MOmentum Market Some important trends are developing in momentum stocks some of which are on in our Life Science Portfolio. As we have written previously many momentum stocks are being driven by media buzz, novel business models and sponsorship...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
by Raynovich Rod | Feb 26, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Genomic Health-Good Long Term Value This looks like a good entry point for buying shares of Genomic Health (GHDX $28.50), a molecular diagnostic company focused on personalized medicine for cancer with its oncotype DX invasive breast cancer test.Yesterday the Company...
by Raynovich Rod | Jan 30, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity...
by Raynovich Rod | Jan 25, 2013 | Clinical Diagnostics and Tools
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last...