Biotechnology Stock Review 2011:Update 1/2/12
Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist (CBST), Exact Scientific...
Rayno Diagnostics and Tools Portfolio: ILMN, NEOG
Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new products. Illumina (ILMN...
Three Small Cap Stocks for a Rebound in January: AMRI,ASTX,SRLS-UPDATE 1/5/12
January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13 should provide news and...
Macro News Kills Holiday Buzz: Markets Off 1.6% and More
Rally Hits a Wall at S&P Q4 High of 1265, Down 2% to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates are too low for alternative...
Rayno Life Science Portfolio: Tools Rally- A, LIFE, ILMN, QGEN
Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of $3.7B the Company is not too...