by Raynovich Rod | Dec 14, 2011 | BIOgraph, Biopharmaceuticals, Macro
January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13...
by Raynovich Rod | Dec 8, 2011 | BIOgraph, Macro
Rally Hits a Wall at S&P Q4 High of 1265, Down 2% to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates...
by Raynovich Rod | Dec 5, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of...
by Raynovich Rod | Dec 2, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
No new buys, currently on HOLD list: ABAX, EXAS, NEOG, QDEL, SRLS. Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update | Raygent.com Outperformers YTD: ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%,...
by Raynovich Rod | Nov 30, 2011 | BIOgraph, Macro
Rayno Life Science Portfolios Up 3.4% Two big up days this week were driven primarily by high expectations by Central Bank coordination to cut the cost of emergency dollar funding and news from the People’s Bank of China to cut the reserve ratio.US economic data...
by Raynovich Rod | Nov 21, 2011 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Pharmasset Buyout Brings To Mind M&A Upside for Biotech Stocks: ETF’s and Funds Lead the Way Gilead (GILD $35) stepped up with a huge buyout of Pharmasset (VRUS $134.21) driving the stock up 89% over Fridays’ close and 519% YTD! Pharmasset has no...
by Raynovich Rod | Nov 18, 2011 | BIOgraph, Biopharmaceuticals
Dendreon (DNDN $10.94) soared 44% today on a business update saying Provenge sales for its prostate cancer treatment were better than expected. Fourth quarter gross revenues were $82M with full year revenues at $228M .Also the Center for Medicare and Medicaid...
by Raynovich Rod | Oct 19, 2011 | BIOgraph
A promising new malaria vaccine from GlaxoSmithKline (GSK $43.72) offers hope to children in Africa.The final stage trial cut the risk of clinical malaria by 56 % and severe malaria by 47%. Malaria killed 781,000 people in 2009 and is a big problem in sub-Sahara...
by Rod Raynovich | Oct 18, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Another stealth rally led by financials took the S&P 500 up 2% helped by a turbo boost in the last 90 minutes as The Guardian reported that France and Germany agreed to boost the rescue fund.Oil prices rebounded driving energy shares higher. Some pundits as well...
by Rod Raynovich | Oct 11, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
11/21/11 The diagnostics and tools sector remain weak trading down about 1.9% slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011...
