Blog / Archives
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...
Bullish Action in Biotech Today
The melt-up resumes. Everyone talks about the really big correction but all we get is a measly 2-3% hit then onward and upward. Metals and materials were ~2% winners today and the NAZ was up 0.75%....
Rayno Snow Blog: LaNina Mid-Winter Drought
High and Dry in the West Why am I reporting on snow? There is none and little hope for the next seven days-maybe longer. If you like cool sunny dry weather come to SoCal.If you like snow go to NYC...
Amgen(AMGN) To Buy Biovex For Cancer Vaccine Technology
Biologics for Treatment of Cancer and Prevention of Infectious Disease Amgen(AMGN) and Biovex said today that both Boards approved the sale of privately held Biovex for $425M with milestone...
Life Science News Update:$700M in Fed Research Center at NIH; AD Diagnosis
Will the GOP cut the NIH budget? Turf battles at the Institutes to follow. Who knew there were only two breakthroughs in mental health drugs: Thorazine and Lithium? Federal Research Center Will Help...
