by Raynovich Rod | Apr 19, 2012 | BIOgraph, Biopharmaceuticals
Biotech Rally Ignited By Clinical News and M&A Theme The biotech sector roared back today with major ETF’s IBB ($122) up 2.4% and XBI ($78.6) up 5.1 % driven primarily by Gilead (GILD $52.23) up 12 % and other large caps like Regeneron (REGN $127) up 2.5%....
by Raynovich Rod | Apr 10, 2012 | BIOgraph, Biopharmaceuticals
Nice Recovery in biotech today with our mid-cap index up almost 1%. Without doing a lot of detailed analysis it looks like stocks that have major institutional sponsors are rallying. Smaller caps without significant volume are still lagging. Two high fliers : Vivus...
by Raynovich Rod | Mar 30, 2012 | BIOgraph, Biopharmaceuticals
We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up...
by Raynovich Rod | Mar 28, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% – 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3%...
by Raynovich Rod | Mar 21, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Biopharmaceuticals
Diagnostics Stocks Are Relatively Calm After Patent News: But Patents Still Matter The Supreme Court Ruling threw out two process patents on diagnostic tests because they were based on the laws of nature and that they were merely telling doctors of a new scientific...
by Raynovich Rod | Mar 13, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Biotech Sector (IBB $119.73) Up 12 % YTD, Lagging NASDAQ (QQQ) Up 17.85% Here is a summary of our recommendations over the past month: No change in our basic Rayno Life Science Portfolios.Biopharmaceuticals have outperformed Tools and Diagnostics. Continued strength...
by Raynovich Rod | Mar 8, 2012 | BIOgraph, Biopharmaceuticals
Biotech Sector Recovers from Monday’s Weakness-Bull Intact Biotech stocks are strong today tracking a NASDAQ rally and favorable news on JNJ’s prostate drug Zytiga which met its goal in a new study. Dendreon stock took a big hit down 10% because the JNJ...
by Raynovich Rod | Mar 6, 2012 | BIOgraph, Biopharmaceuticals
Smaller Cap Biotechs In Major Correction All the major indices are down in the 1.75% range and now the NASDAQ at 2902 is 100 pts. away from the elusive 3000 level. Analysts have been warning about a correction for weeks but with many indices up 10-15% YTD profit...
by Raynovich Rod | Mar 5, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Pause Mode Since February 15 The biotech indices and ETF’s we track are off about 1% or more today as the market is in a profit taking mode. The Rayno Life Science Portfoio is also off about 1%. Speculative appetite is down with some MO stocks and former...
by Raynovich Rod | Feb 28, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Not A Good Time To Overweight Biotech Positions We are still in a holding pattern and recommend that caution be exercised regarding new positions. Although biotech stocks have made a nice run over the past five days driven by News from Vivus (VVUS) and Threshold...
