by Raynovich Rod | Jul 17, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-4 JY 23 Midday trading: Reiterate-take Profits on COVID Vaccine stocks Big Sell-Off Today: BNTX, INO, MRNA, NVAX. Antiviral stocks REGN VIR holding up. Review and update after the close. XBI weak but holding in channel. Update-3 July 21 Momentum is easing a bit...
by Raynovich Rod | Jun 23, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3…June 25-Re-opening Paused in FLA and TX-but stocks rally anyway. NASDAQ leads up 11% YTD. Trading remains volatile e.g. VIR. Bullish trend intact for biotech IBB up 1.11%. Vaccine stocks continue strong: BNTX INO NVAX ; MRNA lagging. Diagnostic leaders...
by Raynovich Rod | Jun 8, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/16/20 at opening…Futures up on 18% increase in Retail Sales and New Potential coronavirus treatment-Dexamethasone. Low dose steroid treatment is a major breakthrough and can save lives. Coronavirus stocks take a hit: GNMK INO MRNA QDEL, but XBI up...
by Raynovich Rod | May 25, 2020 | 2009-2017 Life Science Portfolios, 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Momentum Continues 5/29…We will update the coronavirus trade tomorrow so sign up! Today the market recovered (NAZ up 1.4%) after Trump’s rant against China. With no new news like tariffs it’s back to “don’t fight the tape, don’t...
by Raynovich Rod | Mar 2, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 nice broad biotech rally on stimulus hopes with biotech now seen as possible solution https://www.barrons.com/articles/the-dow-is-up-900-points-after-congress-agrees-on-8-3-billion-package-to-battle-coronavirus-51583350527?mod=hp_LATEST XBI up over 3%to $93...
by Raynovich Rod | Feb 13, 2020 | 2009-2017 Life Science Portfolios, 2019 Rayno Biopharmaceuticals Portfolio
Update-2 Mid-day trading 2/21 NAZ down 1.14%-Biotech stocks held their levels on a down day. Most large cap Raygent focus stocks are in green: ABBV,BMY,GILD up 4%, RHHBY. Mid-caps are mixed but BMRN is up 5%. Healthcare sector was a leader up 0.1% ============...
by Raynovich Rod | Feb 11, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceutical Companies – Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy ’15. FWD PEs of sector are still lower than the market with S&P-500 at 18.9x. Good growth expected. Our Top...
by Raynovich Rod | Feb 6, 2020 | 2019 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/10…Rally has expanded to mid-caps:ALNY ACAD GWPH ICPT SRPT Etc. ======= Update-1 2/7. 2p …Abbvie (ABBV) Another one of our top large cap picks ABBV is up 6% o the $92 handle as of mid-day trading on earnings and Allergan acquisition. Full year...
by Raynovich Rod | Jan 29, 2020 | medtech
New Buy Ideas for 2020-Biopharma and MedTech New Buy Idea -Glaukos (GKOS) for ophthalmic disease therapies If you have been reading my recent posts I have been cautious on adding new positions since the JPMorgan Healthcare Conference. After the nice Q4 run-up it would...
by Raynovich Rod | Dec 22, 2019 | 2009-2017 Life Science Portfolios, 2019 Rayno Biopharmaceuticals Portfolio
Update-4 January 2 , 2020. 12:11 EST….. Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and small caps are weak despite NAZ up 0.66%. Russell 2000 is down 0.79%....
