by Raynovich Rod | May 16, 2012 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Why is the biotechnology sector still strong? Despite all the gloom and doom in the markets over the past 60 days the biotechnology sector has barely flinched and is currently at YTD highs. Bellwether ETFs IBB (126) and XBI ($82.85) are up over 20% YTD after a brief...
by Raynovich Rod | May 4, 2012 | BIOgraph, Biopharmaceuticals, Macro
The NASDAQ Biotechnology Index IBB ($122.30) is off 1.5% today and more than 2% off its all time high of $126.65. The first clue to the current sell-off was a CNBC Fast Money Contributor to buy the ETF XBI ($79) earlier in the week at its top of $82. Earlier this...
by Raynovich Rod | May 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
ALR ($21.58) Continues to Sell-off Slicing through 3 Mo. Technical Bottom We have included Alere in our diagnostics and tools portfolio since 2/2/09 at a price of $25, and although the stock is trading more than 10% under that price 3 years later, there was an...
by Raynovich Rod | Apr 30, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Consolidation Continues in Mid Cap DX Companies: Bull Market in Biotech Hits New Highs Our Life Science Tools and Diagnostics Portfolio had a nice hit today with GenProbe up 18.75% on the Agreement that it would be sold to Hologic (HOLX $18.82 down 11.2%) for $3.7B or...
by Raynovich Rod | Apr 19, 2012 | BIOgraph, Biopharmaceuticals
Biotech Rally Ignited By Clinical News and M&A Theme The biotech sector roared back today with major ETF’s IBB ($122) up 2.4% and XBI ($78.6) up 5.1 % driven primarily by Gilead (GILD $52.23) up 12 % and other large caps like Regeneron (REGN $127) up 2.5%....
by Raynovich Rod | Apr 10, 2012 | BIOgraph, Biopharmaceuticals
Nice Recovery in biotech today with our mid-cap index up almost 1%. Without doing a lot of detailed analysis it looks like stocks that have major institutional sponsors are rallying. Smaller caps without significant volume are still lagging. Two high fliers : Vivus...
by Raynovich Rod | Apr 6, 2012 | BIOgraph, Clinical Diagnostics and Tools
Who to Watch Among the Pure Play DX Companies? High fliers with cache’ among traders and investors: CPHD,EXAS. Value plays for earnings turn-around: ALR, QGEN. Niche companies: NEOG, SQNM. Personalized medicine plays: GHDX, QGEN. M&A potential? Very quiet...
by Raynovich Rod | Apr 4, 2012 | BIOgraph
Early Stage Diagnostic Players With Novel Biomarkers We posted an overview on Seeking Alpha of two emerging diagnostic companies focused in novel clinical biomarkers which are FDA cleared. Products are now being launched with a revenue build expected by Q2 2012. As we...
by Raynovich Rod | Apr 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Here is an update of our Diagnostics and Tools portfolio. Diagnostics and Tools have underperformed the biopharmaceuticals sector over the past 6 months with the exception of the companies acquired. Major acquisitions over the past 12 mos. have boosted performance:...
by Raynovich Rod | Mar 30, 2012 | BIOgraph, Biopharmaceuticals
We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up...
