by Raynovich Rod | Jan 27, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Biopharmaceuticals
Rayno Life Science Biopharmaceutical Picks Beat All Sector Averages Life Science Market Hits 10 Year High Tracked by IBB ($115.51), and Up 46% Over 5 years Highlights of Rayno Biopharma Portfolio Biggest winners over 3 years were Alexion, Biogen, Micromet, Regeneron,...
by Raynovich Rod | Jan 26, 2012 | BIOgraph, Biopharmaceuticals
M&A Trend Picks Up Steam The beat goes on as Amgen agrees to buy Micromet (MITI $10.95) for $1.16B.Micromet is focused on treatment of hematologic malignancies with its BiTE monoclonal antibody platform and has four clinical stage product candidates. The stock...
by Raynovich Rod | Jan 25, 2012 | 2024-25 Life Science Portfolios, BIOgraph, Clinical Diagnostics and Tools
M&A Theme Provides Underlying Bid to Market Roche Holding, the most diversified diagnostics and pharmaceutical Company with an aggressive leveraged strategy for the molecular basis of disease and personalized medicine has offered $5.7B for the leading Company in...
by Raynovich Rod | Jan 23, 2012 | BIOgraph, Biopharmaceuticals
If you followed our trades from November /December you made at least 20% so why push it? The Rayno Life Science Portfolio is down 0.75% today in a choppy market. Our mid-cap biopharmaceutical index is down 0.87% but diagnostics and tools are down only 0.3% as they...
by Raynovich Rod | Jan 18, 2012 | BIOgraph, Biopharmaceuticals
Seems a Bit Frothy Large and mid-cap biopharmaceutical stocks continued to surge today with the bellwether ETF IBB ($114) hitting one year highs of $114.15 today. Many of our recent focus picks also continue to roll ahead: Astex (ASTX $2.18) up 4.8%, Gilead (GILD...
by Raynovich Rod | Jan 13, 2012 | BIOgraph, Macro
Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing...
by Raynovich Rod | Jan 12, 2012 | BIOgraph, Clinical Diagnostics and Tools
You read about it every year, and always there are skeptics, but in Q4 2011 to Q 2012 the “January effect ” rally for small cap and life science stocks were big winners. Why does this happen? Not so important just that it does happen. Here are our December...
by Raynovich Rod | Jan 11, 2012 | BIOgraph, Clinical Diagnostics and Tools
Life Science stocks got a boost from news and presentations at the J.P.Morgan Healthcare Conference and most stocks from the Rayno Life Science Portfolio were up.(see our “January Effect” trades mentioned in December). Leading life science tools companies...
by Raynovich Rod | Dec 28, 2011 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist...
by Raynovich Rod | Dec 22, 2011 | BIOgraph, Clinical Diagnostics and Tools
Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new...
