by Raynovich Rod | Jul 5, 2012 | BIOgraph, Biopharmaceuticals
Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF’s with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and short...
by Raynovich Rod | Jun 28, 2012 | BIOgraph, Biopharmaceuticals, Macro
Update 1 Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today’s trading and our take:...
by Raynovich Rod | Jun 26, 2012 | BIOgraph, Reading List
Guide to Biotech Investing (Published in Investor Uprising in May 2011) This article is one year old but still relevant! Introduction: Balancing Portfolios With Biotech Rod Raynovich 5/27/2011 Recent breakthroughs with new drugs and devices have eclipsed many of the...
by Raynovich Rod | Jun 21, 2012 | BIOgraph, Biopharmaceuticals, Energy, Macro
Sell-off gets worse with S&P down 2%. Moody’s downgrade of banks expected by end of day. Bear market for commodities? ———– We have been at BIO 2012 in Boston over the past week and will provide interesting trends and data from the...
by Raynovich Rod | Jun 8, 2012 | BIOgraph
Here are some other good ASCO News sources from MedAdNews: PharmAviary provides a round up of the industry tweets of the week. Chris Truelove, editor in chief of Med Ad News and R&D Directions, scours the healthcare blogosphere to bring you a digestible summary of...
by Raynovich Rod | Jun 6, 2012 | BIOgraph, Biopharmaceuticals
A Biopharma Stock We Missed-Pharmacyclics (PCYC $38.21) up 9.89% today It is unbelievable that we missed the huge move in PCYC up 157% YTD with a one year range of 7.63 to 38.56. The market cap is $2.63B. The Company has a robust pipeline of products led by Ibrutinib,...
by Raynovich Rod | Jun 4, 2012 | BIOgraph, Biopharmaceuticals
Antibody Drug Conjugates Make Progress for Cancer Therapy- Immunogen and Seattle Genetics Many of our focus stocks were up today helped by a late day rally that brought the NASDAQ up 0.46% at the close. Major biotechnology ETF’s (IBB,XBI) also recovered with...
by Raynovich Rod | Jun 1, 2012 | BIOgraph, Macro
Jobs Number Spooks Traders-Dow Erases Gains for the Year Large cap biotechnology and MO growth stocks are taking a big hit today as hedgies take profits. Many of these stocks are still up YTD but profits are quickly eroding. Stocks to watch in technology, retail and...
by Raynovich Rod | May 30, 2012 | BIOgraph, Macro
Look for biotechnology intermediate top as we approach ASCO next week. Market is now driven by hedgies and big funds.IBB ($123.90) double top with YTD high of $126.90 Mid cap biotech index off 1.7%. DX and tools also very weak. S&P unchanged from one year...
by Raynovich Rod | May 24, 2012 | BIOgraph, Clinical Diagnostics and Tools
There were some excellent small cap companies presenting at the B. Riley Investor Conference in Santa Monica this week. Five tracks covered companies in healthcare, technology and energy, consumer/telecom, software and services and internet and media. Our focus within...
