by Rod Raynovich | Jul 21, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Gilead (GILD) has finally caught some bids today up 0.5% on a volume of 23M (Ave. volume 12M) shares! Among the supporters of the stock are Leerink Swann who maintain their “Market Outperform” and price target of low 40’s and JPMorgan who reiterate...
by Rod Raynovich | Jul 20, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Gilead (GILD) Down on Missed Estimates-Is the Worst Finally Over for the Stock? Despite its stock being down over 30% from Q1 highs and earnings downgrades in April as a fallout from healthcare reform, the Company still disappoints Wall Street with Net Income of...
by Rod Raynovich | Jul 8, 2010 | BIOgraph, Macro
The story below published in the June 25 NYT merits further development. We are compiling data on other successful University start-ups and incubators such as the M.I.T deals in the article. The boom in campus incubators with a focus on commercializing inventions and...
by Rod Raynovich | Jul 6, 2010 | 2024-25 Life Science Portfolios, BIOgraph
But Path to Market is Still Rife with Hurdles Convergence of Genomics and Medicine At the 2010 BIO Conference in Chicago with about 15,000 attendees there were ten Breakout Sessions on Biomarkers (BM) encompassing Intellectual Property, commercialization,...
by Rod Raynovich | Jun 28, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Auxilium (AUXL) shares held up today ($24.85 up 0.65%) after a June 28 article questioned the valuation of the stock. Revenues for the last quarter were $45.5M primarily from its Testim testosterone gel, with a loss of $8.6M.Analysts have high expectations for a...
by Rod Raynovich | Jun 25, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Supergen (SUPG) has been moving up steadily over the past few days since its low in the $2.10+ range this week.SUPG is in the Rayno Life Science Portfolio. The April 15,2010 high was $3.72.The balance sheet is strong with over $100M in cash,Shareholder Equity of $106M...
by Rod Raynovich | Jun 24, 2010 | BIOgraph
Market Risk is Up-Speculation Is Off-Look for Value The news out of ASCO was not that new and exciting but it is even harder to find anything positive to write about three weeks later. Investors are “hiding out”. The overall market has cooled down from the...
by Rod Raynovich | Jun 15, 2010 | BIOgraph
Large Cap drug stocks have rallied over the past week as the market was up overall but also because the Euro was up 3% over the past 4 days. Is the correlation there? Well look at these charts tracking drug multinationals and the Euro through the ETF FXE. Pfizer (PFE)...
by Rod Raynovich | Jun 10, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Any momentum in biotech stocks from ASCO have been eclipsed by bearish, volatile trends overall. There were some nice moves up today with the Rayno Life Science Portfolio was up 2.67% and all bio ETF’s did well: FBT up 3%,XBI up 3.48%, and IBB up 3.11%. Among...
by Rod Raynovich | Jun 7, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Two Big Winners in Bristol Myers Squibb and Celgene The American Society of Oncology Meeting is normally good times for biotech as scientific and clinical developments propel stocks. This year the personalized medicine theme with potential breakthroughs in targeted...
