by Raynovich Rod | May 30, 2022 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks, Macro
Update-4 June 8 Sideways market with trading opportunities in Small cap biotechs. With markets so choppy day to day and volatile within day it is hard to trade. But in my most recent trades I am more hopeful with this buying window. The bellwether remains XBI which...
by Raynovich Rod | Apr 17, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
4/26 The constellation of bad news is overwhelming the market: China lock-down, War in Ukraine, commodity prices and WTI up and a horrible tape. MSFT earnings should help us tomorrow but we are in a bear mindset. IBB down 3.86% to $119.39 a 52 week low and the XBI...
by Raynovich Rod | Apr 11, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/13 11;36 AM EDT….GSK buys Sierra Oncology (SRRA) for $1.9B https://www.bizjournals.com/sanjose/news/2022/04/13/glaxosmithkline-to-buy-sierra-oncology-for-19b.html?ana=yahoo XBI up 2.48% to $89 handle, ARKG up 2.35%. Large caps lag except REGN up. ABBV...
by Raynovich Rod | Feb 28, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 3/2…Broad rally takes all sectors higher. Powell confirms 0.25% rate incr and talks the talk.A bit of rotation to the re-opening trade with industrials, ag and rails moving up. Core large caps up:ABBV, GILD, JNJ, REGN,VRTX. Med-tech up:...
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 | Jul 12, 2021 | 2020-21 Life Science Portfolios, Healthcare stocks
Update-3 JY 20…a good reversal day! Our healthcare portfolio strategy is working well even on volatile days.All major averages were up about 1.5% today and most biotechs did better.The XLV was up 1.2% to $128.82.We will post a new article at the end of the...
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 | 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...
