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Clean Cheap Nat Gas-Who Cares? Supply and Demand is Predictable
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...
NASDAQ down 1.2% to 2723 But Biotech Has Two Big Winners:Exelixis(EXEL) and Vertex(VRTX),
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%...
Good Time to look at Optimer (OPTR $12.00) Pharmaceuticals
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...
Biotech Stocks Get A Boost from the BIO CEO Conference:Exelixis(EXEL)and Optimer(OPTR)
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...
Biotechnology Portfolio Notes:CEPH,IVD,SRLS
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...
Rayno LifeScience Portfolio: Sequenom(SQNM) News and AlbanyMR(AMRI) Added
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...
Investors want More from Earnings:Genomic Health (GHDX),Illumina(ILMN) Others
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...
Rayno SnowBlog West: Forecasters say we are on the “Edge of Wetness”
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:...
BD(BDX) Misses Top Line, Stock Down 5% to $81.10
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%...
Healthcare Stocks Lagging the Market in 2011 but Tools and Dx Look Better
Healthcare and Biotechnology stocks are underperforming the S&P YTD-Medical Devices and Equipment are a bright spot up over 4% YTD. The Q4 2010 momentum in biotech stocks has ebbed in 2011 as...