by Raynovich Rod | Dec 19, 2013 | 2024-25 Life Science Portfolios, Macro
Taper Lite With Zero Interest Rates The big FED Meeting with the Bernanke farewell concluded with “taper lite”, optimism on the economy and continued low inflation. The FED decision to roll back its economic stimulus was welcomed by investors boosting the...
by Raynovich Rod | Sep 24, 2013 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Life Science Sector at or Near YTD and All Time Highs Fidelity Fund (FBIOX) Outperform ETFs Over the past 3 years we reviewed how ETFs complement a biotechnology investment strategy and compared three of the largest and most liquid : FBT, IBB and XBI (see the...
by Raynovich Rod | Sep 23, 2013 | 2024-25 Life Science Portfolios
No matter what your political persuasion you should know that your dysfunctional government may weaken the economy and damage your portfolio. Jim McTague in his Sep 23 Barron’s column, The GOP’s Threat to Investors, provides the scenario whereby he...
by Raynovich Rod | Sep 4, 2013 | 2024-25 Life Science Portfolios, Biopharmaceuticals
M&A Moves Down the Food Chain: Otsuka to Buy Astex for ~$900M Astex Pharmaceuticals (ASTX $8.22) has been on our focus list since 12/27/11 at $1.63 and today the stock is up 23% on buy-out news as Otsuka seeks cancer drug pipeline. Coming soon, a comparison of...
by Raynovich Rod | Jul 14, 2013 | 2024-25 Life Science Portfolios, Life Science ETF's and Mutual Funds, Reading List
See This Week’s issue of Barron’s (JY 15 p 31) for a good summary of the biotech sector. See also our article at bottom of page from Investor Uprising in 2011.We have covered many ETFs and funds over the years and have favored Fidelity Select...
by Raynovich Rod | Mar 28, 2013 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Rayno Life Science Stocks Having A Nice Q1 Ending Run Well known Large Caps Dominate Rayno focus stocks that are running up 2% + today: AMGN, AMRI, ASTX, BIIB, GILD, QGEN, and REGN. The Biopharma sector is outperforming Tools and Dx for Q1. Tools and DX winners for...
by Raynovich Rod | Feb 7, 2013 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Raise a Little Cash as Macro Focus Brings Choppy Action Life Science stocks took a hit today underperforming NASDAQ which was down only 3.35 pts. The biotech sector has been pretty much on a tear since the November bottom as they re-accelerated in mid-December. The...
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 | Sep 25, 2012 | 2024-25 Life Science Portfolios, BIOgraph
Biotech Stocks Remain Resilient On A Bad Day The market took a nasty turn today with a 1.36% sell-off in NASDAQ and 1.05% for the S&P. The damage was across the board but the healthcare sector rose above the flack down only 0.11%. Large cap drug and...
by Raynovich Rod | May 16, 2012 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Why is the biotechnology sector still strong? Despite all the gloom and doom in the markets over the past 60 days the biotechnology sector has barely flinched and is currently at YTD highs. Bellwether ETFs IBB (126) and XBI ($82.85) are up over 20% YTD after a brief...
