Rayno Small Cap Picks: FCSC, PACB Update-1
Update 1/15 Fibrocell Science has moved another 3.5% probably related to recent moves of Intrexon (XON) up 3% today. Both FCSC and XON have Third Security LLC as major holder, PACB is down 4.78% on profit taking. Biotech is a tad weak today after 3 days of the JPMorgan Conference; even the MO...
JPMorgan Conference #3: Emerging Clinical Dx Companies- AXDX, GNMK
Next Generation Clinical Diagnostic Systems We sat in on presentations for two innovative clinical diagnostic companies that have platform products serving big potential markets. Although it may be early to buy these stocks now they should be on your watch list for the new product revenue ramp...
JPMorgan Conference Notes #2: Biotech Stocks Surge to New Highs Then Sell Off on Energy/Materials Weakness
FBT up 2.4% to $108 then drifts back to 107; NASDAQ flat 4661 DOW bounced around in 425 point range. Mixed market among biotech stocks after NASDAQ and S&P sell off; momentum eases. Mid-cap immuno-oncology stocks : down AGIO, BLUE, EPZM, SGEN.; up CLVS, INCY, MDVN. Rayno Life Science...
JPMorgan Healthcare Conference Notes #1: Sequencing Picks Romp-FMI
Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous monitoring of tumor specific information and molecular alterations All of our...
Rayno Life Science Movers on a 3% Up Day
Life Science Stocks Up For the Year Biotech stocks resumed their upward move near all time highs in FBT and XBI.We will review many of the stocks in our portfolios at the JPMorgan Conference next week. Motif Summary Rayno Large Cap Biopharma up 36.4% over one year Alexion (ALXN) up 5.6% Amgen...