by Raynovich Rod | May 8, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 …5/13 Many analysts see today’s sharp upside action as an oversold rally from 2022 lows.The highest risk stocks soared along with large cap tech stocks. NASDAQ was up 3.75%,S&P up 2.3%, DOW up 1.42%. To some extent this shifted action away...
by Raynovich Rod | Feb 8, 2022 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
At close 2/11: Another crappy day now with Ukraine Crisis coming to fore. But some large cap biopharmas get green: BMY. GILD, REGN up 3.27%, and PFE. Nibbled on NeuroCrine (NBIX) at $85. Update-3 2/11 12p EST…Small caps fight the headwinds but “hold the...
by Raynovich Rod | Nov 7, 2021 | 2020-21 Life Science Portfolios, Biopharmaceuticals, Macro
11/9…at close..NASDAQ lower by 0.6% after 12 day win streak. IBB down 1.34% coinciding with Biden drug pricing proposal? Large caps mixed but no sell-off. Sold my ARKG and XBI trades at about 3% profit. Vaccine stocks weak. Mid-cap focus stocks weak. Mid-cap...
by Raynovich Rod | Oct 11, 2021 | 2020-21 Life Science Portfolios, Biopharmaceuticals, Macro
Update-3 10/15/21 10/15/21…9/20a Broad rally carries biotech stocks off recent bottom with IBB to $155 to $157.87…XBI up 1.67% to $127.10. But technology shares gave been stronger. Retail sales rise 0.7% despite supply chain issues. Pre-market looks good...
by Raynovich Rod | Mar 29, 2021 | 2020 Rayno Tools and Diagnostics Portfolio, 2021 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 April 5 12:45p EDT…Biotech sector lags strong market today as S&P and DOW hit new highs as of mid-day trading.NASDAQ up 1.49%! It looks like re-opening stocks are favored over long-term plays in biopharma that have few catalysts.Tech is strong as...
by Raynovich Rod | Mar 22, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Final Close 5/26: Dow up 1.39% at 33072, S&P 500 up 1.66% at 3974, , Nasdaq up 1.24% at13138 , Russell 2000 down 2.89%. IBB stable at close. Update-3 March 26. 3p EDT Another day of selling for biotech; I’ll look for trades over the weekend. IBB down 0.98 to...
by Raynovich Rod | Mar 14, 2021 | 2021 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 March 19 1:41p Green Screen Day-Time to Nibble Biotech stocks have been a little weak lately but today the XBI bounced off support of $140 which is at the 2021 low. Also I see a lot of green in my holdings including large caps that pay 3-4% dividends....
by Raynovich Rod | Mar 3, 2021 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Macro
Update-1 3/5/21…2:30p-Large Cap Biopharmas Firming Up See our last Large Cap Review . IBB up 0.73% at $148 handle. Regeneron up 3% off bottom, FWD PE 11.31, P/S 5.7, 11.75 QtQ sales growth . Nice moves in AMGN, BIIB, GILD, GSK, LLY. Review your large caps!...
by Raynovich Rod | Dec 6, 2020 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-4 12/10….Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease; Sangamo (SGMO) up 50% on Hemophilia A gene therapy. Gene therapy...
by Raynovich Rod | Nov 18, 2020 | 2021 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-1 11/20…a bit of a sell-off at the end of the day probably on Mnuchin “war of words” with FED on $500B. “Re-opening type” trades in XLF and XLI both down 0.9%;XLK down 1%. Materials doing well CLF, FCX; chips mixed slightly down....
