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JPMorgan Healthcare Conference 2010: Themes and News
Here are some of the broader themes and market trends gleaned from Company presentations: 1.) There is a shift from small molecule drug development to biologicals and vaccines. e.g. Pfizer (PFE) 2.)...
JPMorgan Healthcare Conference-2010 Day One-Monday January 11
Over 5000 people piled into the Westin St. Francis Hotel in San Francisco for the 28th Annual Conference. Investors, Company presenters and entrepreneurs were emboldened by good biotech sector...
JPMorgan Healthcare Conference Jan.11-14 San Francisco
We will be attending the 28th Annual JPMorgan Healthcare Conference in San Francisco and reporting on various companies and news on the Genetic Engineering News WEB site (www.genengnews.com)....
Volcano(VOLC) erupts 9% on Upgrade
Robert W. Baird and Co. analyst Lawrence Neibor upgraded four medtech stocks and helped get the "January effect" in full swing. Cyberonics (CYBX), Edwards Lifescience (EW), Thoratec (THOR) and...
Review of Biotech 2009 Fund and ETF Performance YTD
The Rayno LifeScience Biotech portfolio is up 11-15% YTD (15%+ with rebalancing as recommended). Among the big winners YTD are Regeneron (REGN) up 40%, Targacept (TRGT) up 880% and Inverness (IMA)...
CompuGen(CGEN) deal sparks small cap biodiscovery stocks
CompuGen, an early stage drug and diagnostic discovery Company announced today a "Discovery on Demand" therapeutic peptide collaboration with Pfizer that focuses on three peptide drugs based upon...
Year End Biotech Rally on Schedule
Seasonality, deals and "healthcare reform lite" spur rally On November 18 we suggested some rebalancing in the Rayno Life Science Portfolio anticipating some year-end optimism.Today we got some help...
Sequenom down 7.5% on Xenomics’ power play
Well known biotech executives "face-off" in Licensing Deal gone awry Xenomics'(XNOM.PK) announced today that an ongoing internal preliminary investigation concluded that Sequenom (SQNM) willfully...
H1N1 Boosts Development in Pharma Sector
Global market growth for vaccines forecasted at 12% ( Edited version published in Genetic Engineering News Dec. 1, 2009) The potential H1N1pandemic has drawn renewed interest in vaccines. Vaccines...
Positioning for a possible year-end Biotech Rally
After a nasty October correction of 10%, biotech stocks are in a recovery mode and poised for a Q4 rally extending to early January. This trend was intact in the past (check ’05,’06, and ’07 trends)...