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Rayno Biobeat #1: Biopharma Leads Healthcare Portfolio 2020-21…Update-1
Update-1 Biotech Momentum Slows but Holding Near Top-XBI at $152. Most of the market focus has been on COVID vaccines supply and distribution but major earnings calls roll out next week....
J.P.Morgan Healthcare Conference 2021 #2: COVID Vaccines Based on mRNA Platform
J.P. Morgan Healthcare Conference On a Rally Week-COVID Vaccines based on mRNA Platform COVID Vaccine availability drives the market and the global economy. The Vaccine market is huge with a long...
J.P.Morgan Healthcare Conference 2021: Current Portfolio Positions #1
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you...
Best Biotech Trades of 2020: New Picks Coming for 2021
Best Biotech Trades of 2020. We were on vacation over the past week and that combined with all the crazy mob news from the Capitol combined with the worsening pandemic makes it hard to focus ....
Healthcare Portfolio Summary 2020: Part 1 Model with ETF…Update-1
Update-1 Jan 5, 2021 Nice Reversal to the Upside! Energy stocks rock! NASDAQ moved up 1% and the S&P followed up 0.71% both near highs of the day. Energy stocks were a big gainer with the XLE up...
Happy New Year 2021!
Happy New Year 2021! We had some technical issues with our WEB site that were compounded by holiday support availability. In the coming weeks we want to provide important life science market...
Healthcare Investing Made Simple-Getting Worn Out From Trading?…Update-1
Update-1 12/21...a good day despite flat indices with the XBI up 1.68% to $150, IBB flattish at $156. Momentum still favors small cap speculation. Gene therapy stocks are running hard but I own EDIT...
Rayno BioBeat December 2020: Frothy Days Are Here Again-Momentum Traders Rule-Update 1
Update-1. 12/15...With Biden being declared a winner the focus of macro turns to stimulus talks and the FED Meeting tomorrow. The market ebullience returned today with all major indices up over 1%....
Healthcare Stocks Perk Up Amidst the Speculative Fervor-Risk On…Update-4…EDIT,SGMO.
Update-4 12/10....Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease;...
November Rally In Biotech with Small Caps Taking Off
November Rally in Biotech and with Broadening to Other Sectors Small caps taking off including XBI up 12%, IWM up 16.5% (11.2% YTD). Healthcare lagging a bit with the XLV up only 3.35% vs SPY up...
