ThermoFisher (TMO) : Growth or Value?
Is there anybody who does not like ThermoFisher (TMO)stock? Thermofisher (TMO) has more fans than U2, Lady GaGa and Rihanna combined. Why is that? We are trying to find out.TMO is a life science tools conglomerate with revenues of $10.8B and Net Income of $1.036B for 2010. They are financial...
Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update
11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD, ILMN, NEOG and SQNM; losers...
Needham Healthcare Conference Feeds Biotech Rally:Alexion (ALXN) and Seattle Genetics(SGEN)
Dr. Mark Monane Senior Analyst of Biotechnology at Needham & Co. was on CNBC today giving a turbo boost to the biotech rally that began in mid-March. 100 companies are presenting at the Conference. Over the past 3 weeks the biotech sector is up almost 10%. Two stocks that Dr. Monane...
Rayno Biopharma Portfolio: Update 4/11,6/11, and 11/11,21/11
11/18 Added Dendreon (DNDN) at $8.00 level.IBB is preferred biotech ETF. 11/15/11 Comments: Under review: ImmunoGen (IMGN) Dropped FBT an ETF in favor of IBB or possibly XBI. For bullish equity allocation in Tech and Biotech use QQQ. 6/20/11 NASDAQ (2632) Market stabilizing after 7%...
Rayno Life Science Biopharmaceutical Portfolio:Cubist(CBST $28.40) Up 12% On Teva Licensing Deal
Cubist settles with TEVA on generic Cubicin. Cubist was added to the Rayno Life Science Portfolio on 2/2/09 at a price of $22. Teva gets right to generic daptomycin MRSA product on 6/24/18 and admits Cubist patents are valid. Cubist Pharmaceuticals Settles CUBICIN Patent Litigation with Teva...