by Raynovich Rod | Feb 26, 2024 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...
by Raynovich Rod | Feb 5, 2024 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are coming back since late 2023. So the weighting of large cap biophharma...
by Raynovich Rod | Jan 31, 2024 | 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Update-4. 2/15….2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my...
by Raynovich Rod | Oct 31, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-2 11/4/23…Small caps starting to show momentum after a big week with QQQ up over 6%, IWM up 7.56%, IJR up 7.45%. Seasonality of Q4 gains off to a good start. Broad market rally was sparked by lower bond yields. Even MRNA launches off bottom after...
by Raynovich Rod | Sep 18, 2023 | 2020-21 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1 We bought a little GEHealth (GEHC) and will add Ii our MedTech prospect list.. GEHC is leader in medical imaging and should benefit from healthcare demographics and advances in software a[plications for disease diagnosis and monitoring.. P/S is 1.54 with a...
by Raynovich Rod | Jul 24, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Tools and Diagnostics Portfolio
Hot fun in the summertime! Will try to post a new article on Healthcare and Biotech tomorrow August 7. Update-4 Aug 3…Large cap biopharmas favored as spec stocks fade with XBI at $81 handle lacking momentum, near low for 30 days. Earnings looking good for...
by Raynovich Rod | Jan 22, 2023 | 2020-21 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1…1/29/23 Risk On! Speculative small cap life science stocks continue to run with the XBI up 2.76% for the week. Movers for the week included: CRSP up 6.39%, CYRX up 6.07%, GERN up 4.7%, and VCYT up 4.58%. Some of the winners in our portfolio were losers...
by Raynovich Rod | Apr 26, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools, vacciines
Biotech Week in Review 4/19-4/23 2021 Healthcare stocks led in an up and down week.XLV up 9% YTD. Major indices buffeted by potential capital-gains tax increases. Biopharma held recent bottom with gains for the week. It was a good week to take a vacation and hold our...
by Raynovich Rod | Apr 7, 2021 | 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Update-2 4/9…Another weak day for biotech, looks like S&P 500 and Tech are the place to be. Tougher FDA and Drug pricing legislation weighing on sector? ARKG down 1.06%, IBB down 0.44% to $148.73, XBI down 2.22% to $129.63, IWM flat at $222.59. XLV up 1.10%...
by Raynovich Rod | Mar 29, 2021 | 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics 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...