by Raynovich Rod | Mar 18, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Update 3/19/14 Trading is mixed near flat line. Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50. Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer...
by Raynovich Rod | Mar 17, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Life Science ETF's and Mutual Funds
XBI Outperforms FBIOX YTD Many biotech stocks sold off today despite a strong market on weak volume as industrials and tech were up about 1.4%. Watch the ETFs compared to Fidelity FBIOX because the sector is more volatile this month. Here is a chart comparing three...
by Raynovich Rod | Feb 27, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Rayno Life Science Movers -Diagnostics Review Next Week Despite some choppiness in biotech trading this week many of our stocks did well. I won’t go into some of the unusual volatility in other small and mid-caps lately but that is part of the reason for my...
by Raynovich Rod | Feb 25, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Biotech May Be A Bubble-But What to Do? The blogosphere is trying to temper bullish sentiment with a lot of “bubble “talk even though the cable channels are still pumping biotech. If you have been around biotech for 25 years especially during the last...
by Raynovich Rod | Feb 12, 2014 | Biopharmaceuticals
With Updates Today 2/13/14 XBI at $157.8 Biotechnology Bubblet- How High Can These Stocks Run? We reviewed mid-cap biopharmaceutical valuation in early October as part of our overall market model for a sector that defies classical analysis. Two emerging growth...
by Raynovich Rod | Feb 11, 2014 | 2025 Rayno Biopharmaceuticals Portfolio
Large Cap Biotechs Hover Near January 2014 Highs IBB At $254 on 2/11/14 The biotechnology sector has come roaring back after a 5-7% correction in February. Only one stock is at a new high Alexion (ALXN $171) . Many speculative mid and small caps are doing slightly...
by Raynovich Rod | Feb 5, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Biotech Bull Market Intact But Technicals Rule On January 27 we reiterated our model for life science stocks for 2014. We will review each component of our model and where the sector stands after about a 5% correction off highs with the sector still up 6% YTD...
by Raynovich Rod | Feb 3, 2014 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
But Momentum Is Easing As Investors Cash Out-IBB Is 5.5% Off Jan 22 Highs Caution Rules With Selling Pressure-Raise Cash to 15% January 2014 was up 12% which may be the best month ever in biotechnology at peak prices on January 22. But with the sector up over 62%...
by Raynovich Rod | Jan 31, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
A Few Winners on A Weak Day-IBB ($247.80) Down 1.22% Slightly Off Highs of $254. Two of Our Best DX Picks Have Been Cepheid and Illumina Cepheid (CPHD $53) up 12% on 20% Q4 Revenue Gains . Full year revenues were $401.3 with a net loss of $18M. Illumina (ILMN...
by Raynovich Rod | Jan 30, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Update 12:40p NASDAQ Up 2% Cardiovascular Sciences (CSII $33.90) Up 15 %-Beats on Revenues and EPS. Q2 Revenues up 28% to $32.3M. Net Loss was $8.7M compared to $5.8M in 2013 fiscal Q2. Thermo Fisher (TMO $114) up 2.4% on 10% 2013 EPS gain. Q4 revenues up 6% to...
