by Raynovich Rod | Jan 19, 2015 | Biopharmaceuticals, Clinical Diagnostics and Tools
Seminar: Harnessing the Power of Next Gen Sequencing: The View from Industry 1/12/15 A panel of leading entrepreneurial R&D executives presented their outlook and issues on the future of Next Gen Sequencing (NGS), focusing on drug development and future clinical...
by Raynovich Rod | Jan 12, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous monitoring of tumor specific information and molecular...
by Raynovich Rod | Dec 29, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Many Big Winners Are Among Rayno Diagnostics and Tools Stocks in 2014 Abaxis (ABAX) up 46% A major “Point of Care” (POC) Dx Player in veterinary and human markets. Exact Sciences (EXAS) up 135% An emerging Dx player with non-invasive, DNA based test for...
by Raynovich Rod | Oct 31, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
Investors Whipsawed By V-Shaped Rally NASDAQ at New Highs 4631 DOW at New Highs 17,390 Investors got what was forecasted-a volatile October that moved from fear to greed in two weeks! The market was buffeted by the Ebola scare, macro analysts decrying easy money from...
by Raynovich Rod | Oct 20, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
Biotechs Continue To Lead The Market NASDAQ registered its third day of gains up 2.38% for the period and life science stocks followed. The NAZ is now up 3.34% YTD. Biotech stocks are way ahead of the market YTD with our top ETF pick (FBT) up 31% YTD and 3.66% over...
by Raynovich Rod | Oct 16, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
11/15/14 Speculative Small Cap Stocks-Stay Away Unless Your Are A Trader Nice profits were booked on our recent small cap picks but today the sell-off was “pronounced”: Celldex (CLDX) was down 21% to $13.10 after hitting a high near $18 on October 31....
by Raynovich Rod | Oct 1, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
10/3 Jobs Report Clears Path for Q4 Rally 3:30P EDT A more optimistic view of the economy was triggered by a steady gain in jobs with 248k added in August and unemployment dropping below 6% to 5.9%. But average hourly wages fell in September keeping wage growth...
by Raynovich Rod | Sep 24, 2014 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-1 …After 1.94% NASDAQ Sell-Off All three market indices got crushed today with a downdraft attributed to ending of QE, rising i rates in 2015, a rising dollar and just plain profit taking. A 3.8% hit on Apple (AAPL) did not help support the QQQ which also...
by Raynovich Rod | Aug 29, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
As we move into a heavier trading period watch your portfolio for changes as volume picks up. Here are some of our long term portfolio winners where you can take profits: Exact Sciences (EXAS) short squeeze took it to $22. Illumina (ILMN) triple to at $180. Here are a...
by Raynovich Rod | Jul 29, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests in development and currently marketed as LDTs . Presumably LDT tests will be...