Blog / Archives
Rayno Life Science Portfolios:Illumina (ILMN) and Seattle Genetics(SGEN)
Reviewing Today's Action A mixed market today with a slight edge to the bulls. Immunogen(IMGN $12.28) up 4% continues its run from yesterday on positive data from its collboration with Roche on...
ThermoFisher (TMO) : Growth or Value?
Is there anybody who does not like ThermoFisher (TMO)stock? Thermofisher (TMO) has more fans than U2, Lady GaGa and Rihanna combined. Why is that? We are trying to find out.TMO is a life science...
Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update
11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are...
Needham Healthcare Conference Feeds Biotech Rally:Alexion (ALXN) and Seattle Genetics(SGEN)
Dr. Mark Monane Senior Analyst of Biotechnology at Needham & Co. was on CNBC today giving a turbo boost to the biotech rally that began in mid-March. 100 companies are presenting at the...
Rayno Biopharma Portfolio: Update 4/11,6/11, and 11/11,21/11
11/18 Added Dendreon (DNDN) at $8.00 level.IBB is preferred biotech ETF. 11/15/11 Comments: Under review: ImmunoGen (IMGN) Dropped FBT an ETF in favor of IBB or possibly XBI. For bullish equity...
Rayno Life Science Biopharmaceutical Portfolio:Cubist(CBST $28.40) Up 12% On Teva Licensing Deal
Cubist settles with TEVA on generic Cubicin. Cubist was added to the Rayno Life Science Portfolio on 2/2/09 at a price of $22. Teva gets right to generic daptomycin MRSA product on 6/24/18 and...
Rayno Life Science Tools and Dx: Exact Sciences (EXAS) and Qiagen(QGEN)
Platform Technologies Are In Demand: M&A Driver Intact Exact Sciences (EXAS $7.50) continued to run today up 3% and 1.3 pts in five days on no apparent news except presentations at recent...
Innovation Drives Market Gains in Biopharmaceuticals
This article was published in Genetic Engineering News in the section "Wall Street Biobeat" on April 1, 2011. Monoclonal antibody therapies remain the dominant technology with immunotherapy and stem...
Decent Follow Through From Yesterday’s Biotech Rally
Biopharmaceutical stocks caught bids today (in a weak technology market) after yesterday's M&A spiked rally. Large cap leaders in the NASDAQ-100 were up: Biogen(BIIB) up 1.63%, Celgene (CELG) up...
Caution on Optimer (OPTR) Down 3% in Strong Biotech Market-update April 1 OPTR up 11%
Optimer soars 11% to $13.13 on presentation of Shea Data and preliminary FDA review: Optimer Pharmaceuticals Announces Presentation at SHEA of Data Highlighting the Burden of Clostridium difficile...