by Rod Raynovich | Jun 10, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Any momentum in biotech stocks from ASCO have been eclipsed by bearish, volatile trends overall. There were some nice moves up today with the Rayno Life Science Portfolio was up 2.67% and all bio ETF’s did well: FBT up 3%,XBI up 3.48%, and IBB up 3.11%. Among...
by Rod Raynovich | Jun 7, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Two Big Winners in Bristol Myers Squibb and Celgene The American Society of Oncology Meeting is normally good times for biotech as scientific and clinical developments propel stocks. This year the personalized medicine theme with potential breakthroughs in targeted...
by Rod Raynovich | Jun 4, 2010 | 2024-25 Life Science Portfolios, BIOgraph
In a nasty market where many indices are down 2.5% or more Cubist bucks the trend up 3% apparently on a Cowen and Co. upgrade from Neutral to Outperform.As of midday trading with a Volume of 2.8M shares the stock is at $22.25 up from $21.5 yesterday. The stock is up...
by Rod Raynovich | May 10, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Companion Diagnostics Enable More Targeted Therapy At the 2010 BIO Conference in Chicago with about 15,000 attendees there were ten Breakout Sessions on Biomarkers (BM) encompassing Intellectual Property, commercialization, reimbursement, drug development and...
by Rod Raynovich | Apr 16, 2010 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Larger Cap Healthcare Stocks Holding Up Well The SEC charges against Goldman Sachs have taken the MO out of the market with speculative issues down considerably. As of midday trading the Dow is down 1.2%. NASDAQ down 1.5% and the S&P down 1.6%.Stocks are off their...
by Rod Raynovich | Apr 15, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Exelixis (EXEL) added as speculative buy at $3.30 on 9/2/10 Update: Portfolio rebalancing below but we are still in a bearish mode with small cap biotech. The brief rally spurred by a potential buyout rumor by Sanofi last Friday has evaporated with Biogen,Celgene...
by Rod Raynovich | Apr 5, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Quidel (QDEL) was up 7.9% yesterday to $12.13 on volume of 375k shares. This stock is now under review and is a value buy in the $12 range. Quidel bought Diagnostic Hybrids for for $131M in Q1 bringing debt to $83M. Wedbush upgraded the stock on May 27. Celera(CRA) is...
by Rod Raynovich | Apr 1, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Immucor (BLUD) a global leader in providing instrument-reagent systems to the blood transfusion industry delivered more than expected financial results for the 3rd Quarter of fiscal 2010 ended February 28. Revenue of $80.5M was up 7% from prior year quarter. Gross...
by Rod Raynovich | Mar 23, 2010 | 2024-25 Life Science Portfolios, BIOgraph
The Raygent Model Portfolio was created in February 2009 and will be updated by the end of March 2010.The 14 month YTD performance is up 25%. New buys over past four months were Sequenom (SQNM) and SeraCare (SRLS). Currently under review are Immucor (BLUD) ,...
