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Rod Raynovich

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  • Puma Biotechnology: A Short Thesis For Investors [View article]
    This is the most comprehensive analysis of a development stage biopharmaceutical Company I have seen by an independent analyst.The stock is 85% owned by major institutions and is being positioned for an early stage buyout as the current management team did with its former Company Cougar Biotechnology so the focus should be on valuation.
    Mar 14 11:52 AM | Likes Like |Link to Comment
  • Response Genetics: Gearing Up For A Run [View article]
    NASDAQ shows 46.35% Inst Holdings:

    http://bit.ly/1ifRXLi
    Mar 6 12:34 PM | Likes Like |Link to Comment
  • Response Genetics: Gearing Up For A Run [View article]
    Excellent summary. RGDX has been on our Life Science focus list for some time and today the trading action is most encouraging.

    http://bit.ly/1p1CBdY
    Feb 21 11:33 AM | Likes Like |Link to Comment
  • Biotech Bull Market: 2014 Key Trends To Watch [View article]
    Both PCYC and REGN are strong holds.
    REGN could be profit taking but watch Q4 earnings for trajectory.

    Dont cover MNKD.
    Jan 10 02:34 PM | Likes Like |Link to Comment
  • Analysis Of Intercept Pharmaceuticals And OCA's Future Potential [View article]
    Simply amazing! I still do not know how I never heard of this Company. I did a quick review of key screening parameters I use (management team, markets, investors etc) and they would have passed all (valuation and metrics aside). FMR owns 2.4M shares. There was good brokerage coverage so some analysts look very smart.

    http://yhoo.it/1amY3Ea
    Jan 10 11:09 AM | Likes Like |Link to Comment
  • Insiders Are Selling Aegerion [View article]
    Not so fast the fund guys went on holiday so no buyers today down 3%. Perceptive cannot prop it up.
    Nov 27 12:09 PM | Likes Like |Link to Comment
  • Insiders Are Selling Aegerion [View article]
    See the funds are reading our posts and rescued the stock! Plus they get help from ETFs and indices. NASDAQ is up 0.8% so piggyback effect.
    Nov 26 03:28 PM | Likes Like |Link to Comment
  • Insiders Are Selling Aegerion [View article]
    good chart, see if the funds rescue the stock, otherwise $60 breaking MA 200 at $66-$62
    Nov 26 01:41 PM | Likes Like |Link to Comment
  • Insiders Are Selling Aegerion [View article]
    Perceptive Advisors and Fidelity fuel the momentum of AEGR. They can prop it up for several months depending on Q4 sales.Peak of $100 will not be seen for a long time if ever.
    Nov 26 01:00 PM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    Institutional holdings have soared the past Q so that accounts for the price movement. Perceptive and Fidelity are cutting back. A lot of piling on.
    http://bit.ly/1cw5Aym
    Nov 15 09:55 AM | Likes Like |Link to Comment
  • 'Long Only' Funds? Shorting Stocks Is So 2008 [View article]
    Yes" kyden" for sure.
    I have traded QID,SRS and others and they are good only for short term trading. The only ETF short I own is TBT.
    Nov 15 09:51 AM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    2014 Revenue estimates are $208M. If they can achieve revenues of $300M in 2015 then 7X sales is $2.1B without DCF and risk analysis. Market cap is now in $2.3B range at $79. Comparable is Viropharma (VPHM) sold to Shire for 7X sales. This also assumes orphan drug pricing will hold.
    Is the future of biotechnology high priced orphan drugs for 1000-2000 patients?
    Nov 14 02:32 PM | Likes Like |Link to Comment
  • Biotech ETFs: More Tricks Than Treats In October [View article]
    The XBI has shifted its portfolio to more speculative momentum stocks like: CLDX, ISIS, SRPT which could account for its relative weakness and volatility lately.
    Nov 6 12:31 PM | Likes Like |Link to Comment
  • Fidelity Select Biotechnology Fund (FBIOX) Outperforms Biotech ETFs YTD  [View instapost]
    There is a sell-off today as it is prudent to take some off after the huge runs. I see another rally in Dec.-Jan. time frame then only modest 10% gains for 2014. Big pharma stocks could do as well in 2014.
    Nov 6 10:48 AM | Likes Like |Link to Comment
  • Valuation Models For Biopharmaceutical Stocks [View article]
    Means long running bull market (4 years) as primary trend for sector.
    Nov 5 01:36 PM | Likes Like |Link to Comment
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