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Rod Raynovich

 
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  • Large-Cap Biopharmaceuticals Are Core Holdings After Sell-Off: AbbVie, Amgen, Gilead [View article]
    The idea was to have some small cap plays in HCV. It worked.
    Now comes the hard part but be sure to hold GILD.
    Jun 11 11:17 AM | Likes Like |Link to Comment
  • Look For Biotech Rally Today Sparked By Merck $3.9B Acquisition Of Idenix... Update-1 [View instapost]
    Yep a rally in PM. XBI is outperforming because value now is shifting to smaller cap companies.
    Jun 10 08:56 AM | Likes Like |Link to Comment
  • Netflix: Irrational Exuberance Is Evident [View article]
    I stopped shorting NFLX but if they can find that much creative talent to do even 5 big series or movies they are better than all the studios.
    Jun 8 08:05 PM | Likes Like |Link to Comment
  • Verizon fights back over Netflix error message [View news story]
    First time I have read this that binge watching and Netflix hogs cost nothing and do not slow internet speeds.
    Jun 6 02:40 PM | Likes Like |Link to Comment
  • Netflix: Irrational Exuberance Is Evident [View article]
    So Netflix sucks up 37% of broadband yet in their "war of words" with Verizon people side with Netflix.
    Jun 6 02:35 PM | 1 Like Like |Link to Comment
  • Netflix: Irrational Exuberance Is Evident [View article]
    Subscribers think $9, $10 $12 a month is nothing so there is no price sensitivity because their cable and broadband bill is so high. They keep it for the kids. The big question is can Netflix churn out 2-3 "House of Cards" quality movies per year?
    Jun 6 02:31 PM | Likes Like |Link to Comment
  • Response Genetics' (RGDX) CEO Thomas Bologna on Q1 2014 Results - Earnings Call Transcript [View article]
    I will hold my stock but until I see a revenue turnaround RGDX is not worth any more time.
    May 12 11:48 AM | Likes Like |Link to Comment
  • Response Genetics' (RGDX) CEO Thomas Bologna on Q1 2014 Results - Earnings Call Transcript [View article]
    I still have my stock but the turnaround for revenue is disappointing and it is a little late to get into sequencing which has been a growing trend for two years. At this point I'd suggest a merger with a private Company with better growth possibilities.
    May 8 01:11 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
57 Comments
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