Rayno Life Science Portfolio: Diagnostics and Tools
Here is an update of our Diagnostics and Tools portfolio. Diagnostics and Tools have underperformed the biopharmaceuticals sector over the past 6 months with the exception of the companies acquired. Major acquisitions over the past 12 mos. have boosted performance: Celera, Immucor,...
Rayno Biopharma Portfolio Update: ALXN, BIIB, CBST,REGN, VPHM
We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up 75%. Losers were Albany...
Rayno Life Science Portfolio: Alexion (ALXN), Response Genetics (RGDX)
Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% - 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3% today on volume of 2.7M shares, on an...
No Market Reaction To Supreme Court Patent Rejection For Dx Tests
Diagnostics Stocks Are Relatively Calm After Patent News: But Patents Still Matter The Supreme Court Ruling threw out two process patents on diagnostic tests because they were based on the laws of nature and that they were merely telling doctors of a new scientific discovery.In the WSJ article...
New Trends Or Head Fake: Treasury Yields Up, Gold Down, Equities Rule
There Is A Fork In the Road-Do you Take It? The past two days have shown some very dramatic trends in the market. But we will not discuss the parabolics of AAPL $589 stock up 8% in five days which you all know (Will newbies get into AAPL now?). Here are some key benchmarks we can track at this...