Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks
2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play a big role and over the...
Emerging Biomarker Face-Off: BGMD vs VRML
Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD) and Vermillion (VRML). Here...
Rayno Biopharmaceuticals Portfolio Winners July ’12 YTD: ALXN,IMGN,PCYC,REGN,SGEN Etc.
Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF's with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and short Medivation(MDVN) for a net profit of 51%. In...
Supreme Court Obamacare Ruling: Mixed Reaction For Healthcare Stocks- Update 1 Market Soars
Update 1 Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today's trading and our take: Biotechnology: Stocks have resumed their...
Guide to Biotechnology Investing, published 5/27/11
Guide to Biotech Investing (Published in Investor Uprising in May 2011) This article is one year old but still relevant! Introduction: Balancing Portfolios With Biotech Rod Raynovich 5/27/2011 Recent breakthroughs with new drugs and devices have eclipsed many of the concerns of healthcare...