by Raynovich Rod | Sep 26, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still...
by Raynovich Rod | Sep 15, 2022 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Update-2 …9/22…3P EDT–Healthcare stocks trying to hold up: XLV up 0.69% up from recent lows of $122. NASDAQ down 1.62%. Weak sectors Consumer Discretionary, Financials , Industrials, Large cap biopharma and HC strong: ABBV, BMY, JNJ, MRK,PFE, REGN,...
by Raynovich Rod | Sep 5, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Macro
9/12/22…Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today could account for biotech strength. Biden Issues Executive Order on...
by Raynovich Rod | Aug 17, 2022 | 2021 Rayno Biopharmaceuticals Portfolio
9/1/22. Biopharmaceuticals rally…another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN and GSK are weak. XLV up 1.64% to $126.81. Technician are looking at...
by Raynovich Rod | Aug 14, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile seasonality and inflation data. Small cap strength:ARKG up 2.39%, IJR...
by Raynovich Rod | Aug 6, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
Update-3 on JY 11 We will offer 3 updates in coming days: Healthcare Model, Large Cap Biopharma and Small/mid caps. Here are some notes on today’s market action: Momentum appears to be ebbing on profit taking.A bit of sector rotation into energy today with XLE...
by Raynovich Rod | Jul 26, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
On Vacation thru August 5 JY 26 2P EDT…Healthcare portfolios look good. :Large cap biopharmas green. IBB up 0.9% at $123.75.
by Raynovich Rod | Jul 17, 2022 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Update-1 JY/21…Small Cap Rally Intact especially with Speculative Stocks Ok we got our nice small cap rally. Most of these stocks are somewhat isolated from macro and financials. But they need fresh news with pipeline updates. Mirati Therapeutics up over 15%...
by Raynovich Rod | Jul 11, 2022 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Update-3 JY 15 3:30p… Broad rally led by DOW up 1.91%. Healthcare rally XLV up 2%, led by vaccine stocks as variants like BA.5 infection case counts pick up. MRNA, BNTX, NVAX all up over 3%. Novavax (NVAX) vaccine approved yesterday . Boosters being urged....
by Raynovich Rod | Jun 27, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 July 5 11a EDT Rally in speculative biotech stocks with XBI up1.85% to $77 handle. Early movers: AGEN, CRSP, CYRX, DNA, QDEL, ROIV, VCYT all on our focus list. Added to Moderna (MRNA) at $153. Market indices in red on recession fears with S%P 500 down 1.9%...
