by Raynovich Rod | Sep 20, 2021 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
Biotech and Healthcare Portfolio as of 9/17 XLV up. 17% YTD led by UNH, IBB was improving up 14.6% YTD. U.S. MedTech leads with IHI up 24% YTD. MO small cap growth stocks represented by ARKG and XBI are lagging. We won’t dig into an analysis at this moment while...
by Raynovich Rod | Sep 16, 2021 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Biotech Bounce in Mid-Small Caps- life science stocks find buyers. Bellwether tickers : ARKG up 3% to $83.93, XBI up 1.44% to $132.88. Update-1 …Triple witching selling pressure again as expected but a little green at the end of day. DJI down 0.48%, NASDAQ down...
by Raynovich Rod | Sep 9, 2021 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Update-1 Five days of selling but looks like routine re-balancing at market highs. NASDAQ leads way down 0.7% Whether it is concerns about Washington or a seasonal buyers strike or even an extended summer vacation who knows? The 3.3% drop in AAPL on App Store ruling...
by Raynovich Rod | Aug 23, 2021 | Healthcare stocks, vaccines
Update-2 Powell talks taper as market rises. All indices were up in early trading with NASDAQ up 0.96%.Cyclicals were leading with energy XLE up 3%, industrials XLI up 0.88%, and XLF up 0.9%. A “risk-on” trade was developing with the IWM up 2.5% and the...
by Raynovich Rod | Aug 16, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 8/20 After a choppy week, many smaller caps turn green ! Small cap life science stocks have been in a steady sell-off but the tape looks better today. All of our recent top picks are up: CRSP, CYRX and VCYT. Indicators for momentum are also up: ARKG and XBI....
by Raynovich Rod | Jul 26, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks Are Tracking Well-Indices are at Record Highs Look to Large Cap Biopharma earnings in coming weeks. Pfizer on Wednesday. Momentum in speculative small caps are lagging so may need to wait for Q4. Macro concerns lie ahead: China, Infrastructure deal...
by Raynovich Rod | Jun 27, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update-1 June 29 The Momentum indicators for biotech: ARKG was flat at $9310, XBI down 1.53% to $135.74. COVID Dx stocks were stronger ABT up 1.31% to $117.21, QDEL up 3.97% to $132.12. COVID Vaccine stocks CVAC, MRNA and NVAX were strong. Our new mid-cap picks were...
by Raynovich Rod | Jun 21, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-1 6/22 Mixed day with a few nice moves. Vaccine stocks are up:BNTX,MRNA ,NVAX. Our Recent Mid-Cap Picks: CRISPR Therapeutics (CRSP( of 0.32%, Cryoport (CYRX) up 8.47% to $66 on Partnership deal. Veracyte (VCYT) up 1.45% to $38.56. ARKG up 0.35 to $87.68....
by Raynovich Rod | Jun 18, 2021 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Update-1 6/18 On a Risk-Off Day with Selling at Close NASDAQ down 0.92% to 14030, ARKG down 0.62%,IBB down 0.185, XBI down 0.6%, XLV down 1.14% at $123.74. iShares Medical Device ETF (IHI) down 0.65% at $350.67. Focus Mid-Cap Life Science Stocks: CYRX down 1.77% to...
