Seeking Alpha

Rod Raynovich

 
View as an RSS Feed
View Rod Raynovich's Articles BY TICKER:
  • Biotech Stocks Get Turbo Boost From Idenix Deal
    Wed, Jun. 11 XBI 3 Comments

    Summary

    • M&A theme is back for small and mid caps.
    • Rally re-traces Q1 correction up to mid-point.
    • Bullish sentiment enables traders.
  • Biotech Rout Not Surprising: Surveying The Damage
    Fri, Apr. 11 IBB 7 Comments

    Summary

    • Biotech stocks decoupled from fundamentals and ran on exuberance.
    • Bull Market is Intact but intermediate bottom not confirmed.
    • Top Ten Reasons For Sell-Off and too early to call next steps.
  • Large-Cap Biopharmaceuticals Are Core Holdings After Sell-Off: AbbVie, Amgen, Gilead
    Wed, Mar. 26 ABBV, ACHN, GILD 8 Comments

    Summary

    • Bull market in biotech is intact with more clarity.
    • Momentum stocks should be avoided - appetite for speculation is diminished.
    • Biotech stocks are still holding near February lows - large-cap review and picks.
  • Biotech Bull Market Up 6%+ YTD: Key Trends To Watch Update #2
    Wed, Feb. 5 IBB, XBI, PBE Comment!
  • Biotech Bull Market Key Trend No. 1: 5 Large Cap Biopharmas Plus 2
    Thu, Jan. 23 BMY, ABBV, AMGN Comment!
  • Biotech Bull Market: 2014 Key Trends To Watch
    Thu, Jan. 9 AMGN, PCYC, SGEN 4 Comments
  • NanoString Technologies: An Emerging Growth Play In Molecular Diagnostics
    Nov. 26, 2013 NSTG Comment!
  • 'Long Only' Funds? Shorting Stocks Is So 2008
    Nov. 12, 2013 IWM, LQD, IBB 3 Comments
  • Valuation Models For Biopharmaceutical Stocks
    Oct. 9, 2013 AMGN, CBST, REGN 2 Comments
  • Are Biotech M&A Premiums Already Built In? Valuations Do Matter
    Sep. 3, 2013 ALXN, BMRN, INCY 4 Comments
  • Emerging Biomarker Companies Redux: Positioned For Growth
    May. 15, 2013 RGDX, BGMD, VRML 5 Comments
  • Biotech Stocks Get A Turbo Boost From Vertex
    Apr. 20, 2013 VRTX 3 Comments
  • Is There No End To The Biotech Bull Market?
    Apr. 4, 2013 AMGN, BIIB, CELG 3 Comments
  • Biopharmaceutical Sector Attempts Another Move To New Highs
    Feb. 27, 2013 IBB, XBI, FBT Comment!
  • Biotech Bull Market: Are ETFs Better Than Mutual Funds?
    Jan. 17, 2013 IBB, FBT, XBI 1 Comment
  • Update On Emerging Biomarker Diagnostics: BG Medicine, Response Genetics, Vermillion
    Nov. 15, 2012 RGDX Comment!
  • Who Knows About The Bull Market In Biotech Stocks?
    Sep. 26, 2012 IBB 2 Comments
  • Biotech Sector Avoids Nasty Correction And Hits New Highs
    May. 17, 2012 ALXN, REGN, BIIB Comment!
  • Consolidation Continues In Mid Cap DX Companies: Bull Market In Biotech Hits New Highs
    May. 2, 2012 HOLX, ALR, ABAX 2 Comments
  • Emerging Biomarker Diagnostics: BGMedicine And Vermillion
    Apr. 4, 2012 BGMD, VRML 4 Comments
  • Biotech Bull Market Intact: Rayno Biopharmaceutical Portfolio Outperforms
    Apr. 2, 2012 ALXN, BIIB, CBST Comment!
  • Response Genetics Stock Soars 31% On $7.8M Offering News
    Feb. 3, 2012 RGDX Comment!
  • Technology Convergence Trends in the Biopharma Sector: Abbott, Alere and Merge
    Mar. 29, 2011 ABT, ALR, MRGE 2 Comments
  • Life Science Portfolios: Reflecting on a Year of Out-Performance
    Dec. 29, 2010 BTK, FBT, IBB 1 Comment
  • Explore the Many Flavors of Healthcare Stocks: Biotech, Drugs, Life Sciences, MedTech
    Dec. 16, 2010 ALXN, EXEL, ILMN 2 Comments
  • Balance Your Portfolio With Three Stable Biotech ETFs
    Dec. 7, 2010 FBT, IBB, XBI Comment!
  • Novel Diagnostic Tests Utilizing Biomarkers Working Well for Vermillion
    Nov. 30, 2010 VRML 1 Comment
  • Cardiovascular Systems Gains Traction
    Nov. 7, 2010 CSII 1 Comment
  • Immucor Cuts Guidance on Lower Demand
    Oct. 7, 2010 OSUR, BLUD 2 Comments
  • Successful IPOs in Genomics Could Ignite Biotech Stocks
    Aug. 18, 2010 GNOM, PACB 1 Comment
  • AACC Meeting Buzz Fuels Rally in Diagnostics
    Jul. 27, 2010 CPHD, BLUD, VIVO 1 Comment
  • Gilead Holding Up on Exhaustion of Negativity
    Jul. 22, 2010 GILD Comment!