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 14, 2013 | BIOgraph, Biopharmaceuticals
Biotech Sell-Off Continues Nothing dramatic but the overall weakness in biopharmaceutical stocks is continuing today despite a strong performance by NASDAQ up 1.2% at 3464. With biotech having one of it best years of all time, profit taking is expected. The most...
by Raynovich Rod | Jun 11, 2013 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Life Science Stocks Holding Up Amidst Volatility-Stay Cautious Biotech stocks are mixed today as volatility from currency moves and violence in Turkey and the Middle East gives pause to investors. Bonds have corrected almost 5% prompting an exit from bond funds as the...
by Raynovich Rod | Jun 7, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Risk On With Jobs Data in Sweet Spot Life Science Stocks Rally 2+ % Stocks rose over 1% after analysts felt jobs report was “not too hot nor not too cold” extending sentiment for an accommodative FED. The rally is holding before the close as investors...
by Raynovich Rod | Jun 5, 2013 | BIOgraph, Biopharmaceuticals
Market Correction Is Here-IBB at 170 off 2%+ The biotech sector sell-off (IBB at $170) continues today despite an effort to rally in the opening (IBB at $178). The biotech sector now tracks the overall market and is no longer immune to macro issues and economic...
by Raynovich Rod | Jun 4, 2013 | BIOgraph, Biopharmaceuticals
Apparently ASCO Is “Sell On the News” Trigger Another lackluster trading day with profit taking; the IBB is down 2.3% and trading near its May bottom with a pronounced topping pattern.Moreover many funds and indices now own biotech stocks so without the...
by Raynovich Rod | Jun 3, 2013 | BIOgraph, Biopharmaceuticals
Sell On ASCO News Due to High Expectations? Large Cap Drugs Outperform Biotechs As we move through the first day of ASCO and much anticipated clinical developments the market should not be surprised that large cap drug stocks are also major biotech stocks: Bristol...
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 29, 2013 | BIOgraph, Biopharmaceuticals
Biopharmaceutical Stocks Sell-Off with Large Cap Drug Stocks High Flyers du jour-AEGR,INFI 10 Year Treasury Hits 2.13 Yield Caution-no new buys and all portfolio positions on hold Large cap drug stocks were the surprising loser today along with the healthcare sector...
by Raynovich Rod | May 22, 2013 | BIOgraph, Biopharmaceuticals
Biotechs Bounce Back After Deep Dive Unless you were trading at the open today and covered your shorts you could have been whipsawed in a volatile market that had NASDAQ down to the 3425 level. Many biotech stocks recovered today so no technical damage. The IBB was...
