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Rod Raynovich  

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  • Illumina: And The Beat Goes On [View article]
    ILMN is too expensive for DHR, RHBBY or TMO. More likely that ILMN will buy something in drugs or Dx.
    Apr 22, 2015. 01:34 PM | 2 Likes Like |Link to Comment
  • Exact Sciences' Puzzling Early Launch Trajectory Update For Cologuard - An Analysis [View article]
    This is a cult stock with a product concept and business model that cannot be challenged until we get 9+ mos. sales data. It is always about future potential. In the meantime the shorts can be milked with occasional squeezes like today.
    Jan 29, 2015. 02:14 PM | 1 Like Like |Link to Comment
  • Exact Sciences' Puzzling Early Launch Trajectory Update For Cologuard - An Analysis [View article]
    I like all the curves and models but it is way too early to call the trajectory of Cologuard. Maybe by the end of Q2 we will have 3 meaningful data points. Keep in mind that this is a "concept stock" so futures always loom big.
    Jan 21, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • Update: Intrexon Announces Massive Secondary, Should Investors Worry? [View article]
    Welcome to biotech , that is what emerging companies do-raise money year after year because dilution does not matter.
    Jan 21, 2015. 02:52 PM | 1 Like Like |Link to Comment
  • Trading A Bottom In Small Cap Life Science Stocks ...Update 10/16 PM [View instapost]
    Nope but SRPT is too well known and they want to get an Ebola play now.
    Oct 18, 2014. 05:46 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 12:34 PM | Likes Like |Link to Comment
COMMENTS STATS
62 Comments
15 Likes