by Rod Raynovich | Mar 14, 2011 | BIOgraph, Reading List
University Start Ups: We Can Do It Just Show Me The Money To those of you who are familiar with Tech Transfer and university start-ups you know there are more opinions and technology than there is a money. See the article below that says universities are blowing...
by Rod Raynovich | Mar 11, 2011 | BIOgraph, Reading List
Hot biomedical concepts: Software, mobile communications, ophthalmology,antibiotics,epilepsy,surgery,cancer, and publishing. On Thursday March 9 The Wall Street Journal published an excellent review of the Top 50 start-ups and the money raised.The leaders were...
by Rod Raynovich | Mar 10, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Sell-Off is Broad and 50 Day Moving Average is Breached on S&P The biotech sector could not take a cue from Dendreon (DNDN) and Human Genome Sciences (HGSI) good news and sold off more than 2% with MO names even more.The NASDAQ was down 1.84% and Bio ETF’s...
by Rod Raynovich | Mar 9, 2011 | BIOgraph, Reading List
Its the Business Concept and Science-Not the Numbers Think about it. Why do investors keep coming back to biotech? Why do VC’s, hedge funds and traders like biotech? One reason is that it is not just dependent on fundamentals and financial metrics. Biotech...
by Rod Raynovich | Mar 9, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Cubist(CBST) is up 5% today on heavy volume of 1.2M shares on no apparent news.52 week high is $25.48.On Monday the stock was $21.5. Maybe there is news on the TEVA lawsuit. CBST has a compelling valuation with ~$900M in cash and forecasted revenues of $688M, EPS of...
by Rod Raynovich | Mar 8, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Paired Trade Opportunity: Sell Vertex, Buy Cephalon Vertex (VRTX) is one of the hottest large cap biotech stocks based on FDA approval (May 23 review) of its lead drug candidate Telaprevir, an oral HCV protease inhibitor. The stock is off its highs of $52+in early...
by Rod Raynovich | Mar 7, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Speculative Small Cap Stocks Have Sold Off Since January 3 The Russell 2000 (IWM) was up 5% YTD but the index is down 2.3% today. The NASDAQ is down 2% as of 1:30p EST.Small Cap stocks have outperformed in 2011 so today’s sell off may be a caution signal....
by Rod Raynovich | Mar 3, 2011 | 2024-25 Life Science Portfolios, BIOgraph
2011 Update It looks like the mini-correction is over. Many stocks in our model portfolio are up 5% and more since 12/31/10 but we are still below peak values of mid-January . Laggards are CEPH, MITI and NKTR. Look at doubling down on Cephalon (CEPH) which is at its...
by Rod Raynovich | Feb 24, 2011 | BIOgraph, Reading List
…”tools to redesign the living world”… No time to write about this now but it is a biotech theme with great interest. Will provide content at a later date. Is Randal J. Kirk Biotech’s Best Investor? – Matthew Herper – The Medicine...
by Rod Raynovich | Feb 23, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Biotech ETF’s and Major Indices are 5% off mid-January highs NADAQ stocks sold off for a second day but biotechnology stocks were mixed with a few winners.Major biotech ETF’s were down about 0.75% and off 5% from their 2011 highs in mid-January, the...
