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 | Mar 4, 2013 | BIOgraph, Biopharmaceuticals
Biotech Rally Takes Sector to New Highs After a brief lull many biopharmaceuticals stocks are rallying over 2% today. Recently we reiterated Cubist (CBST $45.38) up 4.4% and Optimer (OPTR $12.62) up 3.34% and both are among big movers today. Taking the lead from some...
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 22, 2013 | BIOgraph, Biopharmaceuticals
Technicals Still Rule As Momentum Eases-Reiterate Caution MO favs down: INFI, MDVN, PCYC The Life Science sector is up about 1% after two days of selling on heavy volume. The bellwether ETFs (IBB $145.16) are about 2% off 52 week highs and we do not expect this...
by Raynovich Rod | Feb 19, 2013 | BIOgraph, Biopharmaceuticals
The BIG money in biotech has moved on to new names like Infinity (INFI) up 15 points since December. In the meantime they are moving out of the big winners from 2012 like Alexion (ALXN $83.4) down 3% and Regeneron (REGN $160) down 2.7% . See previous postings. The...
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 | Feb 12, 2013 | Biopharmaceuticals
Sell-Off Evident In Big Winners-Technicals Are Very Important In Here The 2013 rally trickled up today with the DOW and S&P up, but off its highs. NASDAQ is flat. The media trash talk has stoked up with many well known pundits and strategists urging caution but...
by Raynovich Rod | Feb 1, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Dow 14,000 and General Market Euphoria Lifts All Stocks: Has the Bond Bubble Burst? Life Science stocks ran with the general market today and with all the green screens you’d think it was St. Paddy’s Day. The concern now is that everybody is bullish and...
by Raynovich Rod | Jan 30, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity...
by Raynovich Rod | Jan 22, 2013 | BIOgraph, Biopharmaceuticals, Life Science ETF's and Mutual Funds
Bullish Mentality Drives Usual MO-vers: PCYC, MDVN, REGN, SGEN It is hard to add biotech stocks to your portfolio at these elevated levels but big players like Fidelity, Cap World, JPMorgan, T.Rowe Price and selected hedge funds- Orbimed, Baker Bros, etc can drive...
