by Raynovich Rod | Jan 3, 2014 | Life Science ETF's and Mutual Funds
Steady As She Goes The IBB ($226) remains steady in the $225 range in quiet trading through the holiday period. The XBI ($130.69) shows a similar trend near its 52 week high. Fidelity Select Biotech Fund (FBIOX ) is at its one year high of $182.50. As 2014 unfolds we...
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 23, 2013 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
Rayno Life Science: Mid-Day Movers – IBB down 0.9% UP Diagnostics and Tools: Cepheid (CPHD) up 2.55%.Hologic (HOLX) up 3.7%, Response Genetics (RGDX) up 3.2% Biopharmaceuticals: Array (ARRY) up 12.7%, Astex (ASTX) up 2.2%, Viropharma (VPHM) up 1.12% DOWN...
by Raynovich Rod | Jul 18, 2013 | Life Science ETF's and Mutual Funds
“1,2,3 Click” -Investing in Life Sciences The bull market in biotech is big and broad enough to make everyone look good and one fund or ETF can “deliver alpha” without exhaustive research or stock picking. Because institutions drive the sector...
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 | Jul 10, 2013 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
Rayno Life Science Movers 2% or more Alexion (ALXN $97.8) up 2.14% Amgen (AMGN $100.71) up 2.4% Pharmacyclics (PCYC $100.55) up 12% Vermillion (VRML $2.90) up 10.6% After a 4 day S&P rally up 2.7% stocks are taking a rest but the IBB ($183.56) rallied another...
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...
