by Raynovich Rod | Nov 21, 2011 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Pharmasset Buyout Brings To Mind M&A Upside for Biotech Stocks: ETF’s and Funds Lead the Way Gilead (GILD $35) stepped up with a huge buyout of Pharmasset (VRUS $134.21) driving the stock up 89% over Fridays’ close and 519% YTD! Pharmasset has no...
by Raynovich Rod | Oct 28, 2011 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Life Science ETF's and Mutual Funds
We attended the BIO Investor Forumin San Francisco this week and will provide a brief review of select technologies and companies on Monday. Despite a funding gap for earlier stage companies we believe the life science sector continues to offer good opportunities for...
by Raynovich Rod | Oct 20, 2011 | Life Science ETF's and Mutual Funds
Rayno Life Science picks had earnings news and overall the Portfolio was up 1%. Albany Molecular (AMRI $3.49) stock was up 5.44% on low volume but showing steady recovery from recent lows in the $3 range. AMRI is a value stock trading at a market cap of $105M with...
by Rod Raynovich | Oct 18, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Another stealth rally led by financials took the S&P 500 up 2% helped by a turbo boost in the last 90 minutes as The Guardian reported that France and Germany agreed to boost the rescue fund.Oil prices rebounded driving energy shares higher. Some pundits as well...
by Rod Raynovich | Oct 6, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Risk is on for Life Science Stocks The rally that began late tuesday continued into the third day with major biotech indices up over 2%.The Rayno Life Science Portfolio was up 2.2% with recent reiterated buys up even more: AMRI, EXAS, GPRO, OPTR, REGN, SGEN, and...
by Rod Raynovich | Oct 3, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Life Science ETF's and Mutual Funds
Concerns About The Global Economy And Massive Debt Bring Us To Bear Market Boundaries The first day of the fourth quarter of 2011 held out hope for a new market direction, but the relentless selling from Q3 persisted with the major averages off more than 2.5%. The...
by Rod Raynovich | Sep 27, 2011 | 2024-25 Life Science Portfolios, BIOgraph
A 2.7+% rally faded today as European debt crisis headlines put a damper on optimism. Many of the pundits were skeptical of the rally saying it was driven by short covering. Biotechs Outperforming This Month With all of this volatility you’d think we found a...
by Rod Raynovich | Sep 21, 2011 | 2024-25 Life Science Portfolios, Macro
S&P Sells Off 2.94%-Caution Comes Back as Market is Down 4% in 3 Trading Days Something happened, but maybe we were just reminded that the economic picture is still grim and monetary policy has done what it can. Europe is still a time bomb with funding for Greece...
by Rod Raynovich | Sep 16, 2011 | 2024-25 Life Science Portfolios, BIOgraph, RAG
Biotechnology,Pharmaceuticals and Healthcare Providers Are Most Attractive After a five day rally led by chips, tech and industrials Morgan Stanley came out today calling the healthcare sector an overweight. Adam Parker, the US Equity Strategist published a report...
by Rod Raynovich | Sep 15, 2011 | 2024-25 Life Science Portfolios, Macro
A short term liquidity deal by the ECB to lend dollars to Euro-area banks has taken the heat off the sovereign debt crisis. For now.Many analysts however offer caution that the long term solvency issues have not been resolved. It does show that international central...
