by Raynovich Rod | Feb 28, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of an improving economy.The Ten Year Treasury Yield dropped to 1.446% off...
by Raynovich Rod | Jan 31, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO, NVAX: MRNA downgrade by BofA. Bipartisan stim talks ongoing. ======...
by Raynovich Rod | Jan 13, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you might expect in a bull market for biotech. We reviewed rather quickly...
by Raynovich Rod | Nov 1, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 11/4/20…Huge rally in Biotech and Healthcare -Call it the gridlock rally. Biotech Green Wave? As we picked them on Sunday evening the large cap biotech and healthcare stocks soared. Looks like the big stimulus trade has waned hurting industrials and...
by Raynovich Rod | Oct 7, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/15 1;20P… Both the IBB and XBI are stalled at the current 2020 double top. Our new picks are holding OSUR at $14.65, PACB $14.42 and VIR at $42. 10/16 11 a BioNTech (BNTX) and Pfizer emerging as vaccine leaders.Data coming soon. ==============...
by Raynovich Rod | Sep 28, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/6…Apparently a Momentum Market needs constant feeding. Politics are in the forefront. And the COIVID pandemic lingers. Small caps did better IWM down only 0.25%, IJR flat. Large cap biotech was not a place to hide either. Coronavirus winners today...
by Raynovich Rod | Aug 18, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
We took profits on many longs and shorts in the coronavirus sector so I will need to look at new trades for Q4. Our small longs for now are ABT, AZT, GNMK, GILD, MRNA, MRK, OSUR and TDOC. However We are also long many large caps in addition to above: ABBV, BMY, JNJ,...
by Raynovich Rod | Aug 10, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Vaccines
August 15..Update -3…Momentum slows to a walk but XBI holds the $110 handle. XLV flat at $107 level, IBB down 0.86% to $133.30. Coronavirus stocks still within 10% of 52 week highs: HOLX,REGN; weak 2020 momentum: CEMI, INO. Vaccine stock leaders: NVAX, MRNA. Gov...
by Raynovich Rod | Jul 17, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-4 JY 23 Midday trading: Reiterate-take Profits on COVID Vaccine stocks Big Sell-Off Today: BNTX, INO, MRNA, NVAX. Antiviral stocks REGN VIR holding up. Review and update after the close. XBI weak but holding in channel. Update-3 July 21 Momentum is easing a bit...
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...