Oncology Pipeline Analysis from Linda Pullan: ASCO Primer
ASCO Meeting Coming Up May 31 With the ASCO Meeting coming up at the end of the month, we are pleased to provide oncology pipeline data from Linda Pullan. There was a lot of interest on this WEB site when we provided data in June 2010. The link is Pullan's Pieces #81 April 2013. Her recent data...
Rayno Life Science Diagnostics and Tools: Big Winners ABAX,ILMN,NEOG,QDEL,TMO
Rayno Diagnostics and Tools-Awaiting Q1 Results Many Rayno Diagnostics and Tools stocks have made new highs recently despite the sector being less frothy than biopharmaceuticals. These stocks are more pinned to financial results and dependent on a steady stream of new products. Important themes...
Rayno Life Science Update: A Little Profit Taking With Sector Up 30% YTD
Rayno Biopharma Portfolio We are still cautious on adding new biotech positions except stocks that were mentioned last month (see Alkermes ALKS, Array ARRY and Achillion ACHN). Many biotech MO stocks are well off their highs. All positions remain as HOLDS unless you want to raise a little cash....
Targeted Therapy and Diagnostic Biomarker Studies and Services 3/3/13 Update GHDX
Genomic Health Up 5% on Higher Q1 Revenues An article in the New York Times today (May 2) by Gina Kolata reviewed studies that affirmed the genetic basis of cancer. Genetic analysis of hundreds of tumors for endometrial cancer and leukemias found patterns of genetic aberrations that more...
Bit of a Blah Risk-Off Day- Except Regeneron (REGN) Up 14%
Regeneron (REGN) Up 30 Points On Allergan Delays For Vision Loss Drug As news came out from an Allergan (AGN $98.5) off 12%, conference call that their vision loss drug would be delayed, Regeneron shares soared 14%. Regeneron now has a market cap of $24B with a PE of 35.85 and a Price to Sales...