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...
