by Rod Raynovich | Feb 24, 2011 | BIOgraph, Reading List
…”tools to redesign the living world”… No time to write about this now but it is a biotech theme with great interest. Will provide content at a later date. Is Randal J. Kirk Biotech’s Best Investor? – Matthew Herper – The Medicine...
by Rod Raynovich | Feb 24, 2011 | Energy
Update 2/25/11 T.Boone Pickens Cares With oil in the $100 range Nat Gas is getting more attention. That goes along with the usual talk about our lack of energy policy and the U.S. addiction to oil.T.Boone Pickens was on CNBC today and when asked what to do about...
by Rod Raynovich | Feb 23, 2011 | 2023-24 Life Science Portfolios, BIOgraph
Biotech ETF’s and Major Indices are 5% off mid-January highs NADAQ stocks sold off for a second day but biotechnology stocks were mixed with a few winners.Major biotech ETF’s were down about 0.75% and off 5% from their 2011 highs in mid-January, the...
by Rod Raynovich | Feb 18, 2011 | BIOgraph
On Feb.11 Optimer completed a 6M share offering of common stock at a price of $11.25 sh. and the stock has held up well despite the dilution. On February 7 the Company announced a deal with Astellas Pharmaceutical licensing off rights to their Fidaxomycin C.diff drug...
by Rod Raynovich | Feb 14, 2011 | 2023-24 Life Science Portfolios, BIOgraph
BIO CEO and Investor Conference Feb 14-15 Biotechnology stocks picked up some buying interest today from the BIO CEO Conference in NYC. CNBC provided some CEO clips from Exelixis (EXEL $10.58) up 7%, Onyxx(ONXX $36.28) up 0.28% and Optimer (OPTR $11.61) up 2.83%....
by Rod Raynovich | Feb 11, 2011 | 2023-24 Life Science Portfolios, BIOgraph
Techs (QLD up 1.23%) outperformed biotechs today as Cisco bad news was forgotten. Biotech stocks treaded water today as all major ETF’s were flat. On the news front: Cephalon(CEPH $58.20) was down 3.17% on heavy volume as investors sold on there earnings report...
by Rod Raynovich | Feb 10, 2011 | 2023-24 Life Science Portfolios, BIOgraph
Biotechnology Rally Underway The NASDAQ market recovered from near 1% losses today caused by the Cisco(CSCO) earnings report and guidance. The NASDAQ is currently flat to slightly down at 2785 recovering from the 2760 level. Expectations that Egypt’s President...
by Rod Raynovich | Feb 9, 2011 | 2023-24 Life Science Portfolios, BIOgraph
Life Sciences Market Remains Strong while M&A Provides Support As we enter the peak earnings season for many tools and device companies, initial reports would indicate that investor expectations are higher and stocks could have a bit of profit taking. Genomic...
by Rod Raynovich | Feb 8, 2011 | Energy, Weather//Ski Reports-Western US
End of West Coast drought is forecasted for late February according to many reports. Post Valentine PPT on the way: Mammoth Lakes Weather brought to you by Howard Sheckter End of mid-winter blahs: Weather Geek : TahoeLoco.com Many storms by the 16th: AccuWeather.com...
by Rod Raynovich | Feb 8, 2011 | BIOgraph
8.6X EBITA Too Rich for LBO Crowd-See Bloomberg article below Becton Dickinson(BDX) announced results for the fiscal first quarter ending Dec 31,2011 with a revenues of $1.842B a decrease of 1.4% from the prior year period.EPS was $1.37(with a tax benefit) compared...