Blog / Archives
Nat Gas Over $4: Rally in a Bear Market
Japan Quake and Nuclear Concerns Shifts Attention to Nat Gas Japan will need more Liquid Natural Gas to replace nuclear energy needs driving up prices WW. However any changes in demand will grow...
RaynoSnowBlog West: Stormy Weather Returning
A little early to forecast but colder weather is returning to the West and some good storm potential. Wednesday looks good for significant accumulation then another cold storm for the weekend.Check...
Healthcare Start-Ups: What’s Hot?
Hot biomedical concepts: Software, mobile communications, ophthalmology,antibiotics,epilepsy,surgery,cancer, and publishing. On Thursday March 9 The Wall Street Journal published an excellent review...
Biotechs Sell-Off with Market But Dendreon (DNDN) and Human Genome Are Winners(HGSI)
Sell-Off is Broad and 50 Day Moving Average is Breached on S&P The biotech sector could not take a cue from Dendreon (DNDN) and Human Genome Sciences (HGSI) good news and sold off more than 2%...
Biotech Chronicles #1: The Survivor Business Model
Its the Business Concept and Science-Not the Numbers Think about it. Why do investors keep coming back to biotech? Why do VC's, hedge funds and traders like biotech? One reason is that it is not...
Rayno Life Science Portfolio Update: Cubist(CBST) and Viropharma (VPHM) Soar
Cubist(CBST) is up 5% today on heavy volume of 1.2M shares on no apparent news.52 week high is $25.48.On Monday the stock was $21.5. Maybe there is news on the TEVA lawsuit. CBST has a compelling...
Rebalancing: Sell the Strong-Vertex(VRTX),Buy the Weak(Cephalon(CEPH)
Paired Trade Opportunity: Sell Vertex, Buy Cephalon Vertex (VRTX) is one of the hottest large cap biotech stocks based on FDA approval (May 23 review) of its lead drug candidate Telaprevir, an oral...
Rayno Life Science Portfolio: Dx and Tools Update: Caution
Speculative Small Cap Stocks Have Sold Off Since January 3 The Russell 2000 (IWM) was up 5% YTD but the index is down 2.3% today. The NASDAQ is down 2% as of 1:30p EST.Small Cap stocks have...
Rayno Biopharmaceutical Portfolio 2011 Up 1.75% Today
2011 Update It looks like the mini-correction is over. Many stocks in our model portfolio are up 5% and more since 12/31/10 but we are still below peak values of mid-January . Laggards are CEPH,...
Synthetic Biology-A New Theme in Biotechnology
..."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...