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....
by Raynovich Rod | Nov 8, 2020 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Macro
Healthcare Stocks Rally Huge-Over 5% in One Week Uncertainty over election whipsaws healthcare stocks. Market Likes Gridlock from election? Legislative action on drug pricing unlikely. Focus should be on fighting the Pandemic and passing a Stimulus package. Over a two...
by Raynovich Rod | Oct 25, 2020 | 2020-21 Life Science Portfolios, 2021 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 10/29. 1p EDT…Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN) holds $216 after beat, osteoporosis drug opportunity. Early...
by Raynovich Rod | Jul 9, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro, Vaccines
Update-4 7/15 1:30P…Volatlity hits COVID vaccine players; BNTX, INO, NVAX down, MRNA up. Comment from CNBC contributor: “maybe vaccine news is priced in”, shows how hard it is to play daily news flow on coronavirus vaccine stocks. Strong Coronavirus...
by Raynovich Rod | Mar 8, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
3/30 11;30a Major news on COVID-19 diagnostics spark rally. Abbott launches 5 minute test. ABT up 7.28% ,JNJ up 6.8%, all large caps up, IBB up 2.55, XBI up 1.61%. Risk reward still looks good for biotech by year-end 2020. See IBB 2 yr chart below. ======== 3/27 After...
