by Raynovich Rod | Jul 18, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
7/19 11:45a EDT Update -Correction Limited to Techs, Biotechs Surge Tech correction continues with XLK down 1.5% but more money finding its way into biotech “bubblet” with IBB ($195) up 1.6%.Leading sectors are energy, healthcare and industrial with...
by Raynovich Rod | Jul 2, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotechnology Sector (IBB 178) Up Over 30% YTD Many Rayno Focus Stocks Outperformed the Market NASDAQ 3431 , S&P 1615 Biopharmaceutical-Top 5 Stocks- % Up YTD Albany Molecular (AMRI) 140.7 Alkermes (ALKS) 59.3 Astex (ASTX) up 49.5 Biogen Idec (BIIB) up 48.9...
by Raynovich Rod | Jun 20, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Rayno Diagnostics and Tools Portfolio Prices as of 5/29/13 Top 2013 Winners: ABAX, ALR, CSII, GHDX, ILMN, TMO, VRML Sector high was in mid-May Less volatile than biopharma but more dependent on earnings Five companies on focus list were acquired over 3 years...
by Raynovich Rod | Jun 3, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Biopharmaceuticals
Raise More Cash- No Change in Rayno Biopharma Portfolio Last month we raised the yellow flag on the biotech sector because of a choppy tape, new highs with weakness in MO (Momentum) plays and the anticipation of ASCO news that could trigger a “sell on the...
by Raynovich Rod | May 21, 2013 | 2025 Rayno Biopharmaceuticals Portfolio
Biopharmaceutical Stocks Rally- Many Rayno Picks up 2%+ If the past four days was the long awaited biotechnology correction it was barely noticeable, a mere 3.7% high to low over the past week.Today the rally has resumed with major large cap holdings from funds and...
by Raynovich Rod | May 16, 2013 | 2025 Rayno Biopharmaceuticals Portfolio
Damage held to the AM-IBB Holds at $180 Two Volatile Stocks Green stocks in our coverage universe: ACHN, BIIB, CBST. Volume on all biotech stocks was above average, so review technicals as this could be a correction in the sector. We have not changed any of our...
by Raynovich Rod | May 6, 2013 | 2025 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 | Apr 19, 2013 | 2025 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 | 2025 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 12, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Biotech and Drug Stocks Remain in the Sweet Spot NAZ Down 0.16% at 3295 at Close A string of market up days was halted today as retail sales and consumer sentiment gave bearish indicators.Commodity stocks were also weak-energy down 1.2%, materials down 1.7%- and there...
