by Raynovich Rod | Apr 8, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
NASDAQ Up 0.37% to 4133 Green screen alert with large cap biotechs. Time to cover hedges. Alexion (ALXN) up 2.23% Biogen (BIIB) Up 2.4% Celgene (CELG) up 3.61% Clovis Oncology (CLVS) up 2.85% Gilead (GILD) up 1.35% IBB up 1.96% Regeneron (REGN) up 3.99% Key Trends To...
by Raynovich Rod | Apr 1, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Rayno Biopharmaceutical Portfolio 3/31/14 Most of our biotech picks did well in a tough quarter that went through a severe correction in early February and again in late March. Many small and mid-cap momentum stocks were crushed but indices (FBT,IBB) overall held the...
by Raynovich Rod | Mar 18, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Update 3/19/14 Trading is mixed near flat line. Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50. Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer...
by Raynovich Rod | Mar 17, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Life Science ETF's and Mutual Funds
XBI Outperforms FBIOX YTD Many biotech stocks sold off today despite a strong market on weak volume as industrials and tech were up about 1.4%. Watch the ETFs compared to Fidelity FBIOX because the sector is more volatile this month. Here is a chart comparing three...
by Raynovich Rod | Mar 13, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
March 17 Update -GREEN DAY with Geopolitical risk on back burner As of 11.38a EDT Industrials lead up 1%, healthcare up 0.8%, IBB up 1.33% Biopharmaceuticals stocks were strong with Rayno large cap picks: Alexion (ALXN $117) up 1.45%, Amgen (AMGN $125) up 1.9%,...
by Raynovich Rod | Mar 10, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Mini-Rally in Life Science Stocks— Update 10p PDT Biotech stocks recovered off their am lows today with major ETFs (FBT,IBB,XBI ($161.45) up about 0.3% and within 5% of highs. Over the past week or so biopharma stocks have been weak with a “topping”...
by Raynovich Rod | Feb 27, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Rayno Life Science Movers -Diagnostics Review Next Week Despite some choppiness in biotech trading this week many of our stocks did well. I won’t go into some of the unusual volatility in other small and mid-caps lately but that is part of the reason for my...
by Raynovich Rod | Feb 25, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Biotech May Be A Bubble-But What to Do? The blogosphere is trying to temper bullish sentiment with a lot of “bubble “talk even though the cable channels are still pumping biotech. If you have been around biotech for 25 years especially during the last...
by Raynovich Rod | Feb 18, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update 2/21: Life Science stocks have blown through new highs this AM Large and mid-cap biopharma: ALKS BIIB,PCYC,REGN SGEN etc ETFs: IBB ($270) and XBI ($165) at new highs Two Rayno Dx laggard stocks on the move: RGDX and VRML. ———- Rayno Life...
by Raynovich Rod | Feb 11, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Large Cap Biotechs Hover Near January 2014 Highs IBB At $254 on 2/11/14 The biotechnology sector has come roaring back after a 5-7% correction in February. Only one stock is at a new high Alexion (ALXN $171) . Many speculative mid and small caps are doing slightly...