by Raynovich Rod | May 9, 2013 | BIOgraph, Clinical Diagnostics and Tools
Vermillion Gets Equity Infusion from Oracle Partners, Others: VRML Soars 36% By popular demand and continuing interest in three emerging micro-cap stocks we are updating coverage. This is triggered by news that saavy life science investors are making an initial...
by Raynovich Rod | May 8, 2013 | BIOgraph, Biopharmaceuticals
ASCO Meeting Coming Up May 31 With the ASCO Meeting coming up at the end of the month, we are pleased to provide oncology pipeline data from Linda Pullan. There was a lot of interest on this WEB site when we provided data in June 2010. The link is Pullan’s...
by Raynovich Rod | May 7, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Rayno Diagnostics and Tools-Awaiting Q1 Results Many Rayno Diagnostics and Tools stocks have made new highs recently despite the sector being less frothy than biopharmaceuticals. These stocks are more pinned to financial results and dependent on a steady stream of new...
by Raynovich Rod | May 6, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, BIOgraph
Rayno Biopharma Portfolio We are still cautious on adding new biotech positions except stocks that were mentioned last month (see Alkermes ALKS, Array ARRY and Achillion ACHN). Many biotech MO stocks are well off their highs. All positions remain as HOLDS unless you...
by Raynovich Rod | May 1, 2013 | BIOgraph, Biopharmaceuticals
Regeneron (REGN) Up 30 Points On Allergan Delays For Vision Loss Drug As news came out from an Allergan (AGN $98.5) off 12%, conference call that their vision loss drug would be delayed, Regeneron shares soared 14%. Regeneron now has a market cap of $24B with a PE of...
by Raynovich Rod | Apr 24, 2013 | BIOgraph, Biopharmaceuticals
Biotech Sector Off All Time Highs This Week-IBB Down 2.5% The biotech melt-up that coincided with the surprising Vertex (VRTX) 60% move on April 19 has run its course and the IBB is now 7 pts off the all time high of $177. Vertex was off 4.75% today. Daily trading...
by Raynovich Rod | Apr 21, 2013 | BIOgraph
I am at BIO next week and will probably not be posting for several days: 2013 BIO International Convention Here are some of the key sessions: Schedule at a Glance | 2013 BIO International Convention
by Raynovich Rod | Apr 19, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, BIOgraph
Vertex Pharmaceuticals Gives Biotech Sector A Turbo Boost Vertex (VRTX $82), a laggard in the frothy biotech universe rose an astonishing 58% on positive Phase 2 clinical news from its cystic fibrosis drug VX-661. The study showed statistically significant improvement...
by Raynovich Rod | Apr 15, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, BIOgraph, Clinical Diagnostics and Tools, Macro
Gold Crash Spooks Traders-Life Science Stocks Lose Resilience IBB ($166.82) Down 1.6% Rayno Life Science Stocks- Quick Look With NAZ at 2343 We have not made any Rayno Portfolio changes but have added two stocks recently: Genomic Health (GHDX) and Hologic (HOLX) both...
by Raynovich Rod | Apr 9, 2013 | BIOgraph, Clinical Diagnostics and Tools
Hologic (HOLX) Offers Good Long Term Value We will add Hologic Inc. to our Diagnostics and Tools Portfolio. Prior to its acquisition by Hologic we had GenProbe Inc. on our focus list. Hologic (HOLX $21.70), Market Cap of $5.84B, offers good long term value with a...
