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...
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 | 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...
by Raynovich Rod | Jan 16, 2013 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
A double top in the biotechnology sector could be developing although many mid and small cap stocks are in the green. We are still at or near the October highs in the sector but the seasonality effect is waning (strong November -January performance). Moreover many of...
by Raynovich Rod | Jan 16, 2013 | BIOgraph, Life Science ETF's and Mutual Funds
Biotech ETF’s Slightly Outperform Life Science Mutual Funds There has been an ongoing debate in the media on the performance of ETFs compared to actively managed funds so we have compared the performance in a hot sector like biotech which is entering its 5th...
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...
