by Raynovich Rod | Nov 28, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Macro
Uncertainty Grips Markets- But December Still Looks Good Major Indices are down as of 11 am trading amid protest in China.Apple (AAPL) is down over 2% on potential production shortfall from Foxconn.The XBI is flat at thee $81 level but large caps are strong and the...
by Rod Raynovich | Nov 21, 2022 | 2021 Rayno Biopharmaceuticals Portfolio
Update-1 11/22 Broad Market Rally with all major indices up over 1%. Small cap spec stocks gain momentum, XBI up 1.38%. Energy materials and tech strong. IBB up 0.79% to $134. Bears acknowledge year end strength but still say 2023 fraught with weakening economy and...
by Raynovich Rod | Nov 15, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
Update-1 11/18…Healthcare stocks had a good week with the XLV up almost 1% to $134 despite choppiness. We are still facing MACRO headwinds and the FED so stay cautious. There was good tape action in mid-cap biopharmas. Medtech is looking better with the IHI up...
by Raynovich Rod | Oct 24, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio
Update-1 10/28… Broad rally after Megacaps sell-off -AMZN, META and MSFT. it almost look like the BIG tech money got spread around to energy, financials, and healthcare. In the meantime the DOW is up 5.69% for the week and 10.73% for the month led by AAPL...
by Raynovich Rod | Oct 17, 2022 | 2021 Rayno Biopharmaceuticals Portfolio
Update-2 10/21 … Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market...
by Raynovich Rod | Oct 3, 2022 | 2021 Rayno Biopharmaceuticals Portfolio
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn “its another bear market rally.” 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally...
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 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...
