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...
by Raynovich Rod | Apr 4, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Macro
Biotechnology Sector Q2 2013- At All Time Highs The BTK and ETFs such as the IBB and XBI hit all time highs on April 2. Of course the current ramp cannot go on forever because money moves on, speculation ebbs and math intervenes. We have been picking biotech stocks...
by Raynovich Rod | Mar 5, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points...
by Raynovich Rod | Feb 26, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
Caution-Follow Technicals-Potential for Macro Risk Off The Life Science sector is about 2% off highs of February 1 and has formed a double top from October 5 highs. In recent posts we urged caution as some MO stocks had blow-off tops (ALXN,MDVN, REGN) and the IBB and...
by Raynovich Rod | Feb 14, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Caution is Warranted by Technicals Given the toppiness in the biotechnology sector and the stalling of the IBB ($146), it looks like momentum is waning and some MO stocks favored by BIG money are selling off. Nonetheless we have not made any portfolio recommendations...
by Raynovich Rod | Oct 22, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
Biotech At Risk: Take a Little Off Speculative Stocks Biotechnology remains one of the strongest sectors of 2012 especially earnings driven, large cap stocks all doing well today: Amgen (AMGN $88.4) up 1%, Biogen (BIIB $142.6) up 0.4% and Gilead (GILD $68.85) up 6%....
by Raynovich Rod | Oct 11, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
Good Day for Biotech with a Strong Appetite for Two IPOs in A Choppy Market Intercept Pharmaceuticals (ICPT) was up 29.33% to $19.40 on a public offering of 5M shares at $15 raising $75M. The Company is developing clinical stage therapeutics to treat chronic liver...
by Raynovich Rod | Sep 26, 2012 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
Is There No End to the Biotech Bull Market? Biotech ETFs NASDAQ Biotechnology (IBB) up 36% YTD and NYSE (FBT) up 42% YTD Around 1998 I remember vividly two market conversations: one from a Sun Micro sales executive telling me “there is no end to chip...
by Raynovich Rod | Aug 27, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph
ImmunoGen Gets Boost on Breast Cancer Drug Survival Results Immunogen (IMGN $14.36) and Roche announced improved overall survival (OS) as well as progression free survival (PFS) in a Phase III trial for its trastuzumab emtansine (T-DM1) drug utilizing Targeted...
