by Rod Raynovich | Aug 1, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Triggers: Debt Ceiling and Skilled Nursing Stocks There is a broad sell-off in healthcare stocks today on fears that the debt ceiling deal would cut healthcare spending.A few weeks ago a few hedgies were on CNBC touting their “short healthcare” trade so...
by Rod Raynovich | Jul 31, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Here is 2011 Deal Data from IVDnews.com one of the leading data and news sites covering Diagnostics. Contact IVD News for details on all IVD deals for 2011. Recent M&A examples from our focus diagnostic stocks are: Luminex (LMNX) acquisition of EraGen for $34M....
by Rod Raynovich | Jul 29, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, BIOgraph
It was a tough week in Life Science Tools and Diagnostics with many crosscurrents: debt ceiling uncertainty, earnings shortfalls, lackluster economic data and European debt crisis. The usual positive buzz from the AACC offered little support. We will provide an...
by Rod Raynovich | Jul 28, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Rayno Life Science Portfolio Recovers Up 1.73%; Jobless Claims Help The thrashing of Illumina (ILMN) yesterday appears to be overdone as the stock is recovering to the $60 area on volume of over 3.5M shares as of mid-day trading.The Tools and Diagnostics sector is...
by Rod Raynovich | Jul 19, 2011 | 2024-25 Life Science Portfolios, Macro
Life Science Stocks Follow NASDAQ Up: EXAS, MITI, REGN Soar Large healthcare companies report over next two weeks Stocks roared today on IBM earnings last night, debt ceiling negotiation progress with bipartisan Senators,and surge in housing starts. AAPL piled on...
by Rod Raynovich | Jul 19, 2011 | 2024-25 Life Science Portfolios, Macro
With the QQQ you are still Bullish on Biotech We mentioned yesterday that those wanting to be bullish large cap NASDAQ stocks but remain bullish on biotech would be better off with a QQQ position as pure play biotechs are due for a rest. Today the QQQ is up 1.69%...
by Rod Raynovich | Jul 18, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Todays’ Movers : CSII and IMGN Life Science and Drug stocks hit their third day of selling about 4% off July highs but 6% higher than June lows. The bellwether ETF IBB remains 6% above intermediate support of 100.The healthcare sector overall was down 0.88%...
by Rod Raynovich | Jul 16, 2011 | BIOgraph, Life Science ETF's and Mutual Funds
Edited Version Published in Investor Uprising June 2011 :Updated here JY 16, 2011 Biotechnology Has Outperformed the S&P Over Five Years Medical science has always been an important area for investors and recent breakthroughs with new drugs and devices have...
by Rod Raynovich | Jul 14, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Reading List
Life Science Sector Outperforms NASDAQ-100: Movers are ROSGD, VICL Biotechnology stocks sold off about 0.65% overall as industry news and fundamentals were eclipsed by MACRO issues. Concerns loom about European debt, US debt ceiling and potential default. JPMorgan...
by Rod Raynovich | Jul 12, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Life Science Stocks are Stable in a Choppy Market; Macro Is Dominating The NASDAQ market stabilized today (but down 0.54%) after a two day sell-off that brought the qqq down to $57.79 from the $59.50 level last Thursday.The market skittishness was primarily caused by...
