by Rod Raynovich | Apr 6, 2011 | BIOgraph
Is there anybody who does not like ThermoFisher (TMO)stock? Thermofisher (TMO) has more fans than U2, Lady GaGa and Rihanna combined. Why is that? We are trying to find out.TMO is a life science tools conglomerate with revenues of $10.8B and Net Income of $1.036B for...
by Rod Raynovich | Apr 6, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, BIOgraph
11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD,...
by Rod Raynovich | Apr 5, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Dr. Mark Monane Senior Analyst of Biotechnology at Needham & Co. was on CNBC today giving a turbo boost to the biotech rally that began in mid-March. 100 companies are presenting at the Conference. Over the past 3 weeks the biotech sector is up almost 10%. Two...
by Rod Raynovich | Apr 4, 2011 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
11/18 Added Dendreon (DNDN) at $8.00 level.IBB is preferred biotech ETF. 11/15/11 Comments: Under review: ImmunoGen (IMGN) Dropped FBT an ETF in favor of IBB or possibly XBI. For bullish equity allocation in Tech and Biotech use QQQ. 6/20/11 NASDAQ (2632) Market...
by Rod Raynovich | Apr 4, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Cubist settles with TEVA on generic Cubicin. Cubist was added to the Rayno Life Science Portfolio on 2/2/09 at a price of $22. Teva gets right to generic daptomycin MRSA product on 6/24/18 and admits Cubist patents are valid. Cubist Pharmaceuticals Settles CUBICIN...
by Rod Raynovich | Apr 4, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Platform Technologies Are In Demand: M&A Driver Intact Exact Sciences (EXAS $7.50) continued to run today up 3% and 1.3 pts in five days on no apparent news except presentations at recent investment conferences. The Company is developing a molecular diagnostic...
by Rod Raynovich | Apr 4, 2011 | BIOgraph
This article was published in Genetic Engineering News in the section “Wall Street Biobeat” on April 1, 2011. Monoclonal antibody therapies remain the dominant technology with immunotherapy and stem cell therapies on the horizon. GEN | Articles:...
by Rod Raynovich | Mar 31, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Biopharmaceutical stocks caught bids today (in a weak technology market) after yesterday’s M&A spiked rally. Large cap leaders in the NASDAQ-100 were up: Biogen(BIIB) up 1.63%, Celgene (CELG) up 1.6% and Gilead (GILD) up 0.68%. Major ETF’s-IBB FBT XBI-...
by Rod Raynovich | Mar 30, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Optimer soars 11% to $13.13 on presentation of Shea Data and preliminary FDA review: Optimer Pharmaceuticals Announces Presentation at SHEA of Data Highlighting the Burden of Clostridium difficile Infection (CDI) in Hospital Patients – Yahoo! Finance Optimer...
by Rod Raynovich | Mar 30, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Biopharmaceutical Stocks Ignited By M&A Potential M&A has been a key driver for investing in biotech stocks as need for product pipeline and technologies grows. The drug development process is slow and synergies can be found faster by buying companies on the...