Rayno Biopharmaceutical Portfolio 2011 Up 1.75% Today
2011 Update It looks like the mini-correction is over. Many stocks in our model portfolio are up 5% and more since 12/31/10 but we are still below peak values of mid-January . Laggards are CEPH, MITI and NKTR. Look at doubling down on Cephalon (CEPH) which is at its five year low and priced at...
Synthetic Biology-A New Theme in Biotechnology
..."tools to redesign the living world"... No time to write about this now but it is a biotech theme with great interest. Will provide content at a later date. Is Randal J. Kirk Biotech’s Best Investor? - Matthew Herper - The Medicine Show - Forbes Synthetic biology and evolution : The New...
Clean Cheap Nat Gas-Who Cares? Supply and Demand is Predictable
Update 2/25/11 T.Boone Pickens Cares With oil in the $100 range Nat Gas is getting more attention. That goes along with the usual talk about our lack of energy policy and the U.S. addiction to oil.T.Boone Pickens was on CNBC today and when asked what to do about "ol" said two things: open up...
NASDAQ down 1.2% to 2723 But Biotech Has Two Big Winners:Exelixis(EXEL) and Vertex(VRTX),
Biotech ETF's and Major Indices are 5% off mid-January highs NADAQ stocks sold off for a second day but biotechnology stocks were mixed with a few winners.Major biotech ETF's were down about 0.75% and off 5% from their 2011 highs in mid-January, the seasonal top in the biotech sector.Our Mid...
Good Time to look at Optimer (OPTR $12.00) Pharmaceuticals
On Feb.11 Optimer completed a 6M share offering of common stock at a price of $11.25 sh. and the stock has held up well despite the dilution. On February 7 the Company announced a deal with Astellas Pharmaceutical licensing off rights to their Fidaxomycin C.diff drug for Europe, parts of...