by Rod Raynovich | Oct 10, 2011 | BIOgraph, Biopharmaceuticals
Over $50B in Product Sales Have Been Posted in the Last 20 Years as a Result of Biotech Advances Biotechnology stocks were up about 12% over the past 12 months through February 2011, underperforming the Nasdaq, which was up 29%. The NYSE Arca Biotech ETF did better,...
by Rod Raynovich | Oct 6, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Risk is on for Life Science Stocks The rally that began late tuesday continued into the third day with major biotech indices up over 2%.The Rayno Life Science Portfolio was up 2.2% with recent reiterated buys up even more: AMRI, EXAS, GPRO, OPTR, REGN, SGEN, and...
by Rod Raynovich | Oct 4, 2011 | BIOgraph, Macro
Market Turns Up at 3:18 EDT for 2.28% Gain in S&P: 1080 is the mark for a 2011 bottom After a roller coaster day where stocks were ready to break the scary 1080 level on the S&P, it abruptly reversed course for a 4.1% gain from the bottom. As usual the...
by Rod Raynovich | Oct 3, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Life Science ETF's and Mutual Funds
Concerns About The Global Economy And Massive Debt Bring Us To Bear Market Boundaries The first day of the fourth quarter of 2011 held out hope for a new market direction, but the relentless selling from Q3 persisted with the major averages off more than 2.5%. The...
by Rod Raynovich | Sep 27, 2011 | 2024-25 Life Science Portfolios, BIOgraph
A 2.7+% rally faded today as European debt crisis headlines put a damper on optimism. Many of the pundits were skeptical of the rally saying it was driven by short covering. Biotechs Outperforming This Month With all of this volatility you’d think we found a...
by Rod Raynovich | Sep 16, 2011 | 2024-25 Life Science Portfolios, BIOgraph, RAG
Biotechnology,Pharmaceuticals and Healthcare Providers Are Most Attractive After a five day rally led by chips, tech and industrials Morgan Stanley came out today calling the healthcare sector an overweight. Adam Parker, the US Equity Strategist published a report...
by Rod Raynovich | Sep 13, 2011 | BIOgraph, Clinical Diagnostics and Tools
A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety....
by Rod Raynovich | Sep 13, 2011 | BIOgraph
Imminent Greek Default? Buyers on Hold for the Weekend The familiar pattern comes back to haunt US markets as an ECB official resigned sparking a downdraft within 1o minutes. Jurgen Stark, a German who sits on the Board of the European Central Bank is an opponent of...
by Rod Raynovich | Sep 13, 2011 | BIOgraph
We are at the Rodman And Renshaw Meeting today while the market ignored macro events and found buyers in the life sciences and tech sectors. We will offer some bottom fishing ideas this week in addition to stocks mentioned last week. The trade for any upswing is long...
by Rod Raynovich | Sep 2, 2011 | 2024-25 Life Science Portfolios, BIOgraph
On August 21 we suggested that large cap drug and biotech stocks were a good place to hide and this is the case today with the healthcare sector the least damaged on a disappointing jobs report and mortgage related litigation that will further hurt the housing...