Author Archive | Raynovich Rod

Risks Rising for Rally: Political Rhetoric Tempers Bulls

Risks Rising for Healthcare Sector As Harsh Political Rhetoric Returns Trump returns to drug pricing attacks. Healthcare sector lags. Opioid crisis blames drug distribution companies for easy access. Sector on hold awaiting Q3 earnings: XLV down 0.44% today near its 52 week high. The early rally in biotech and drug stocks reversed on the 10 […]

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Small Cap Biotech Stocks Soar: How Long Will Rotation Last?

Speculation in Small Cap Biotech Picks Up-A Boon for Diligent Traders ETF Buying Is Driving All Small Cap and MicroCap Stocks Higher A Healthy Small Cap Rotation for Now: Reflation Trade ? Biotech stocks are rallying ahead of the expected strong seasonality in the November-January time frame. A rotation into smaller caps is leading the […]

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Rayno Biopharmaceuticals Portfolio Performance 9/30/17 YTD

Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD Objective: Develop a medium term biotech portfolio that assumes a bull market  for 2017 with positions in two core  ETFs, large cap dividend plays and speculative picks in breakthrough technologies: CAR-T and pharmacogenomics. Most positions were added in 2016 but XBI was added in January 2017. Top winners:  BLUE […]

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Rayno BioBeat #5: XBI Breaks Through on a Strong Week for Biotech

Biotech Stocks Break Through to 2017 Highs in a Broad Rally NASDAQ up 066%, IBB up 0.92%, XBI up 0.8% The XBI is up 3.17% this week, 46% YTD, compared to only 1.1% WTD for the IBB. The breakthrough gains for the XBI can be attributed to strong performance of top ten holdings that are […]

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Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech

Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector since early 2016 when life science stocks abruptly sold off. We have focused on biotech ETFs and Biopharmaceuticals because the upside looked more promising due to […]

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Biotech Bull Market Update: Five Year Performance for Life Science Funds and ETFs

Biotech Bull Market: XBI is leader for 2017 and Over Five Years The FBT First Trust Arca Outperformed Up 157% Over Five Years In 2016 the Sector Underperformed After the 2015 Downdraft Here is our July 2013 review of several top Life Science Funds and ETFs . Over five years below we have updated the performance* of […]

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Biotech Momentum Eases: September is a Bit Sluggish…Update after FED Meeting-9/20

Markets Stable After Major FED Meeting: On Course for Gradual QT(Quantitative Tightening) FED to shrink assets by year end, 2 yr TSY up to 1.43% yield. Biotech stocks up slightly near September Top IBB $332.75, XBI $85.17. Large caps green: growth and value perceived: ABBV and REGN are leaders over 1%. Mid-cap big mover Alnylam […]

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Rayno Biopharmaceuticals Portfolio in a Biotech Bull Market

Biotech Bull Market 2017 Performance as of 9/5/17 Rayno Biopharmaceutical Portfolio outperforms the market. XBI was the Best Play up 41.88% YTD. Biotech stocks broke through the July sector highs as tracked by major ETFs. However we are still about 25% off the July 2015 bubble highs but supported by good earnings fundamentals, strong technicals […]

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M&A Theme Continues To Boost Biotech Stocks

M&A Boosts Biotech Stocks For Third Day Gilead Sciences (GILD) and bluebird bio (BLUE) Both Soar Today  Biotech Sector Back to 2017 Highs The prospect of more M&A boosts biotech stocks for a third day this week. The large cap based IBB was up 1.87% today and  6.48% over five days to $323.76 approaching its […]

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At Last A Deal Sparks Biotech Rally: Gilead Buys Kite for $11.9B+…Update-1

Update–11:30am Aug 28 Green Screen in Biotech Especially CAR-T Plays (BLUE,CLLS,JUNO) NASDAQ up a tad 0.21%, but broad market flattish. Biotech Deal Boosts ETFs: FBT up 2.71%, IBB up 1.53%, XBI up 2.53%. Bellwether Celgene (CELG) up 1.4%. AMGN up 1.24%, BIIB up 2.67%, GILD up 1.57%. Mid-Caps: ICPT up 1.98%, INCY up 0.9%, JUNO […]

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