by Raynovich Rod | Jun 11, 2021 | 2021 Rayno Biopharmaceuticals Portfolio
Biotech Movers During ASCO Week: Is It Trading or a Trend? Smaller caps and novel therapies RHAi getting traction Best week in Biotech for 2021; but eased on Friday. Earnings look positive for next Q2 reporting. Many biotech stocks were movers this week as a bullish...
by Raynovich Rod | Jun 9, 2021 | 2021 Rayno Biopharmaceuticals Portfolio
Update-1 1p EDT 6/9 Rally continues with IBB up 1.99%. Large caps strong: BIIB, RHBBY, BMY,MRK, LLY etc. See our metrics post on large cap biopharma here. ========== ASCO week updates : BMY REGN RHHBY Biogen commentary mixed but on balance favorable. No major ASCO...
by Raynovich Rod | Jun 7, 2021 | 2021 Rayno Biopharmaceuticals Portfolio
Update-1 6/7/21 Biogen shares soar 38% to $395 handle as trading opens late in the day. Despite mixed opinions on the efficacy and cost of the drug many analysts and executives in the industry hail the FDA approval. It should boost the industry overall and provide a...
by Raynovich Rod | May 31, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-4 6/4 11 a EDT Finally small cap biotechs catch a rally: among my holdings: CRSP, EDIT, PACB, VCYT . ARKG and IBB up. But large caps look better today.FDA authorizes Regeneron subcutaneous dosage for COVID-10 antibody therapy. Update-3 6/3 after...
by Raynovich Rod | May 24, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 5/27…AstraZeneca (AZN) inched up to $56.89 leading the large caps today. Moderna (MRNA) rose 2.25% to $179 level close to its 52 week high of $189. VIR was a big loser down 5.59% to $43.20. Both the ARKG and the XBI are in a stable intermediate bottom...
by Raynovich Rod | May 18, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
May 20 The IBB was up over 2% and most biotechs were up. Momentum is expected to improve through July. We added to our bottom fishing on ARKG today at $78 level. Large caps perked up as well: BMY up 2.2%, AZN up 1,95%, RHHBY up 1.68%,LLY up 1.54%,...
by Raynovich Rod | May 9, 2021 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
Update-3 11:20a 5/17. Large Caps continue to Look Good; Defensive with dividends and a little growth. ~1% movers as of mid-day trading: AZN, BIIB,GILD, GSK, REGN. IBB lags. Update-2 1:15p EDT Biotech stocks remain sluggish as NASDAQ rally slumps to red. Large caps...
by Raynovich Rod | Apr 30, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
5/7/21 10:30a EDT Nice Move in Regeneron (REGN). I finally made a good option trade . I wanted to own REGN which looks undervalued (PE about 12, P/S 6.30) among large cap biopharma. Q1 Results were good but concerns remain on Sanofi R&D relationship.The key to...
by Raynovich Rod | Apr 26, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools, vacciines
Biotech Week in Review 4/19-4/23 2021 Healthcare stocks led in an up and down week.XLV up 9% YTD. Major indices buffeted by potential capital-gains tax increases. Biopharma held recent bottom with gains for the week. It was a good week to take a vacation and hold our...
by Raynovich Rod | Apr 17, 2021 | Biopharmaceuticals
Vacation 4/19-4/23 I will try to post trades or unusual Market Volatility. The past week has been good for healthcare up 3.33% despite the pause in the JNJ vaccine. Earnings next week: ABT, HCA, ISRG, JNJ, etc.
