by Raynovich Rod | Jun 11, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing sales and earnings...
by Raynovich Rod | Jan 26, 2015 | 2024 Rayno Biopharmaceuticals Portfolio
1/27 Sell-Off Likely Today –Durable Goods Decreased 3.4% In December Green Screen In Biotech Despite Flat Market- Mid-Day Trading 12:45 p 1/26 Most Rayno Life Science stocks were up today in a mixed market where energy is the leading sector. XBI New High at...
by Raynovich Rod | Nov 26, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
NASDAQ leads -up 0.6% to 4787 The October correction of ~7% was a “headfake” as macro events scared many investor away Technology and Healthcare Stocks Lead The Way The healthcare SPDR (XLV) is up 24.5% YTD and the technology SPDR (XLK) is up 18% YTD....
by Raynovich Rod | Oct 31, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
Investors Whipsawed By V-Shaped Rally NASDAQ at New Highs 4631 DOW at New Highs 17,390 Investors got what was forecasted-a volatile October that moved from fear to greed in two weeks! The market was buffeted by the Ebola scare, macro analysts decrying easy money from...
by Raynovich Rod | Sep 10, 2014 | 2024 Rayno Biopharmaceuticals Portfolio
Update -1 Choppy Market Continues..Faux Rally on Wednesday? NASDAQ at 4561 Down 0.66% 1-Reiterate profit taking in Achillion (ACHN), Exact Sciences (EXAS) and Illumina (ILMN). 2-XBI treading water at 160 since August 26. Bull market intact. 3-Recent early August new...
by Raynovich Rod | Jul 29, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests in development and currently marketed as LDTs . Presumably LDT tests will be...
by Raynovich Rod | Jul 22, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update 7/23 Biogen Idec (BIIB) Soars 11% on Earnings EPS at $3.49 vs est $2.83; Sales of MS drugs were $2.42B vs $1.72B last year. Our large cap portfolio is now up 15% YTD with less risk than mid and small caps. One analyst thinks PBYI will be acquired but watch out...
by Raynovich Rod | Jul 15, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Macro
Update 8PM EDT NASDAQ Holds Losses to 0.54%-Futures Stable Biotech Damage Across the Sector-Rayno Life Science Portfolio Notes Large Caps off about 2% (FBT), but Gilead (GILD) down only 0.95% and Roche (RHHBY) up 0.28%. Rayno Biopharma stocks all red down 3-4% with...
by Raynovich Rod | Jul 3, 2014 | Biopharmaceuticals
Rayno Diagnostics and Tools-Sequencing Rules Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(CSII) and...
by Raynovich Rod | Jun 4, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Clinical Diagnostic Stocks Were Hit By Bio-Bubble or Revenue Miss Potential upside in EXAS, NSTG and NEOG all are Rayno Dx and Tools picks. With “momentum trading” days over for now, revenue growth is the focus. Companies with disappointing Q1 revenues:...