Blog / Archives
Clinical Diagnostic Companies 2013 Financial Metrics and Valuation Models
Diagnostics Companies-After 2013 Financial Reporting Stocks to Watch: Cepheid (CPHD), Exact Sciences (EXAS) , Orasure (OSUR) Price to Sales (P/S) is the best metric of value as many companies in...
Geopolitical Risk Deemed Minimal In Biotech… Update Sell-Off 3/6/14
Stealth Biotech Sell-Off-Caution Urged-Red Screen Aegerion (AEGR $50) down 7%, Medivation (MDVN $66.9) off 5%, Puma (PBYI $113.5) off 5.4%, IBB ($261.75) off 2.8% , XBI ($161.9 off 3% etc....
A Good Week For Rayno Life Science Stocks: AMRI, CBST, ILMN, RHHBY
Rayno Life Science Movers -Diagnostics Review Next Week Despite some choppiness in biotech trading this week many of our stocks did well. I won't go into some of the unusual volatility in other...
Biotech Bull Market: OK Let’s Just Call It A Bubble
Biotech May Be A Bubble-But What to Do? The blogosphere is trying to temper bullish sentiment with a lot of "bubble "talk even though the cable channels are still pumping biotech. If you have been...
Sierra SnowBlog: Good Storm Potential Next Week 2/26
Major Change in Weather Coming To West Coast By End of February Unisys Model Shows Breakdown of High Pressure Ridge by 2/27. Howard Sheckter sees MJO shift next weekend.A very technical discussion...
Rayno Life Science Stocks At New Highs-Another Look at 5 Key Trends (#3) Update 2/21
Update 2/21: Life Science stocks have blown through new highs this AM Large and mid-cap biopharma: ALKS BIIB,PCYC,REGN SGEN etc ETFs: IBB ($270) and XBI ($165) at new highs Two Rayno Dx laggard...
Stealth Sell-Off In Biotech Stocks
Profit Taking On High Fliers- INCY, MDVN, PBYI, XBI Agilent(A) Growth Slows NASDAQ Flat at 4234 12:15p EST After hitting new highs this week biotech stocks are in a wave of selling so watch...
Two Emerging Growth Biotechnology Stocks Hit $10B+ Valuations: INCY, PCYC
With Updates Today 2/13/14 XBI at $157.8 Biotechnology Bubblet- How High Can These Stocks Run? We reviewed mid-cap biopharmaceutical valuation in early October as part of our overall market model...
Sierra SnowBlog: Wet and Wild Weekend With More Coming (?) in February Update 1
Update- 1 FEB 14 9:40a PST Back Peddling on Storm: usual High Pressure Ridge-Sheckter NOAA Shows Weakening Storm For Next Week Same for Unisys Model-Blocking High Intellicast 10 Day shows ppt...
Large Cap Biopharmaceuticals -Valuations and Earnings Potential
Large Cap Biotechs Hover Near January 2014 Highs IBB At $254 on 2/11/14 The biotechnology sector has come roaring back after a 5-7% correction in February. Only one stock is at a new high Alexion...