Genomics Heats Up With LIFE Technologies Play
Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity firms are also looking at...
Rayno Life Science Tools And DX Bull Run: ABAX, ALR, CPHD, ILMN, QDEL
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last year so it is a difficult...
Biotech Bull Market Rolls Merrily Along- Funds Are the Engine
Bullish Mentality Drives Usual MO-vers: PCYC, MDVN, REGN, SGEN It is hard to add biotech stocks to your portfolio at these elevated levels but big players like Fidelity, Cap World, JPMorgan, T.Rowe Price and selected hedge funds- Orbimed, Baker Bros, etc can drive their holdings up more on any...
A Bit of A Sell-Off in High Flyers: ALXN, REGN
A double top in the biotechnology sector could be developing although many mid and small cap stocks are in the green. We are still at or near the October highs in the sector but the seasonality effect is waning (strong November -January performance). Moreover many of the top performers in 2012...
Biotech Bull Market: Are ETFs Better Than Mutual Funds?
Biotech ETF's Slightly Outperform Life Science Mutual Funds There has been an ongoing debate in the media on the performance of ETFs compared to actively managed funds so we have compared the performance in a hot sector like biotech which is entering its 5th year of a bull market. The NYSE Arca...