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Rayno Life Science Portfolio: DX and Tools Q3 Review-Caution
We are in bit of a lull here as the sumer doldrums post earnings has hit many diagnostic stocks. Most stocks in the sector have hit their highs early in July prior to the July AACC Meeting. We will...
SnowBlog: El Nino on the Way in Sep?
End of LaNina? The weather is certainly in the news as drought approaches levels not seen since the 30's. But several reports recently indicate a shift coming in the fall toward an El Nino...
Biomarker MicroCap Challenge: BGMD,RGDX,VRML Update 8/21
Vermillion (VRML) stock outperforming BG Medicine (BGMD) YTD and Past Month Response Genetics thrown into the mix We have dropped the term "Face-Off" due to negative connotations of the "Face-"...
Second Quarter 2012 Review: Diagnostic Company Financial Summaries
Regroup and Look for Q4 Drivers A lackluster earnings quarter that evokes the blahs. The hottest Company in the sector Cepheid (CPHD $36.12), took an earnings hit, driving the stock down 30% to the...
Biotech Stocks Stall in Today’s Rally: Idenix Falls 29% Update 1 Aug 17
QQQs Outperforming Biotech ETFs IBB and XBI-Take a Little Off Biotech Stocks are weak again today with both ETFs showing distribution and momentum moving toward the bottom of the channel. Nothing...
Rayno Life Science Portfolio Notes: CPHD PCYC TMO
Biotechnology Sector Hit with Profit Taking This week's Barrons: The West Coast Was the Right Coast Wedbush ranked #1 in % change 6 mo (+12.75%), one year (+18.84%) and three year (81.05%) stock...
Stealth Rally Picks Up on EuroTawk From Mario Draghi
Vague talk about Monetary Actions in Europe Sparks Broad Three Day Rally It started yesterday with Draghi saying that ECB actions are being proposed that would reduce bond yields in Italy and...
Biotech Stocks Fly Over Macro Flack: ALXN, ILMN, REGN, TMO
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...
Clinical Diagnostics Stocks Sell-Off on Cepheid (CPHD $33.25) Guidance Cut
AACC Meeting Hangover Begins With Cepheid Earnings Cuts--Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the...
Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks
2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life...