by Raynovich Rod | May 17, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Facebook Hype Effect-Sell MO Stocks? Many of the favorite momentum stocks are being hit with profit taking today including large cap biopharmaceutical stocks. With the NASDAQ down 0.8% at 2850, we see a lot of countertrends like gold up $39.70 off recent lows to...
by Raynovich Rod | May 4, 2012 | BIOgraph, Biopharmaceuticals, Macro
The NASDAQ Biotechnology Index IBB ($122.30) is off 1.5% today and more than 2% off its all time high of $126.65. The first clue to the current sell-off was a CNBC Fast Money Contributor to buy the ETF XBI ($79) earlier in the week at its top of $82. Earlier this...
by Raynovich Rod | Apr 23, 2012 | Biopharmaceuticals, Macro
Biotech Outperforming Tech Lately: M&A Hit of the Day Ardea Biosciences The market continues its choppy trend with the QQQ’s off 0.9% to $65 with some Internet high fliers like AMZN and NFLX taking a hit. But biotech recovered from earlier losses with the...
by Raynovich Rod | Mar 14, 2012 | Macro
There Is A Fork In the Road-Do you Take It? The past two days have shown some very dramatic trends in the market. But we will not discuss the parabolics of AAPL $589 stock up 8% in five days which you all know (Will newbies get into AAPL now?). Here are some key...
by Raynovich Rod | Mar 9, 2012 | Macro, Weather//Ski Reports-Western US
All the Models Looking Better for PPT We should see a change by next weekend for one of the worst Sierra seasons in recent times. Mammoth has a good base due to excellent man made snow, but has received only 157 in. of snow season TD compared to an average of 342 in.,...
by Raynovich Rod | Feb 21, 2012 | Biopharmaceuticals, Macro
Have you read the book “Think Fast,Think Slow” by Daniel Kahneman? Well my System 1 (fast, intuitive and emotional) brain sees a lot of red on the screen telling me to take profits. If you want System 2 (slower, more deliberative, more logical) data to...
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...
