by Raynovich Rod | Feb 15, 2012 | Biopharmaceuticals, Macro
Market Reversal and a Light Sell-Off Technicals and a market reversal particularly a $20+ drop in AAPL gives us reason to take profits or hedge after a great start to 2012. The S&P is up 7% YTD, NAZ up 12% YTD, and the IBB biotech ETF up 16% YTD near its all...
by Raynovich Rod | Jan 13, 2012 | BIOgraph, Macro
Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing...
by Raynovich Rod | Dec 14, 2011 | BIOgraph, Biopharmaceuticals, Macro
January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13...
by Raynovich Rod | Dec 8, 2011 | BIOgraph, Macro
Rally Hits a Wall at S&P Q4 High of 1265, Down 2% to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates...
by Raynovich Rod | Nov 30, 2011 | BIOgraph, Macro
Rayno Life Science Portfolios Up 3.4% Two big up days this week were driven primarily by high expectations by Central Bank coordination to cut the cost of emergency dollar funding and news from the People’s Bank of China to cut the reserve ratio.US economic data...
by Raynovich Rod | Nov 7, 2011 | Macro
Volatile schizoid markets- Not a Good Time to Add Positions in the Life Sciences It is very hard to focus on biotech stocks with all the financial distress and chaos in the Eurozone dominating the news. Last week it was Greece today it is Italy and the PIIGS. As debt...
by Raynovich Rod | Nov 7, 2011 | Macro
Many of you read about the bankruptcy of MFGlobal last week. What you may not know is that customers still cannot access their cash.If they have open positions they have been transferred to R.J.O’Brien. See story below. We have talked to several individuals with major...
by Rod Raynovich | Oct 4, 2011 | BIOgraph, Macro
Market Turns Up at 3:18 EDT for 2.28% Gain in S&P: 1080 is the mark for a 2011 bottom After a roller coaster day where stocks were ready to break the scary 1080 level on the S&P, it abruptly reversed course for a 4.1% gain from the bottom. As usual the...
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 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...
