by Raynovich Rod | Jan 15, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 1/19/24 2:45 EST ……XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST…...
by Raynovich Rod | Jan 9, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/11/24 10:21 A EST …..Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day Two The rally ebbed today as TSY yields rose yet there were good...
by Raynovich Rod | Jan 8, 2024 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Healthcare Playbook -JPM Day One 1//24 Momentum resumed in many small cap biotech stocks today helped by dealmaking. The IBB was up 2.4% to $139.39 and the equal weighted small cap XBI was up 4.6% to $93.42. Among the big movers on our SMID Focus list below are:...
by Raynovich Rod | Jan 7, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceuticals as of 1/7/24 prior to JPM Most healthcare ETFs and Large Caps are up since the 10/8/23 lows. We will look at these valuations after JPM and Q4 earnings.The trend for the Life Science and Biopharma sector is usually up for Q4 in...
by Raynovich Rod | Jan 7, 2024 | 2023-24 Life Science Portfolios, Life Science ETF's and Mutual Funds
Life Science Mutual Funds Compared to ETFs We have written about Life Science Funds vs ETFs in our past articles. Life science funds have been in a bear market since the recent peak in Q3 2021. The period from 4/20 through 2/21 were good years for biotech and medtech...
by Raynovich Rod | Dec 11, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 12/15 2P EDT. Crazy week so take some profits. Update-2 …12/13/23… Dont fight the tape as momentum rally continues with a little help from the FED. Broad rally takes all indices up over 1.3% with small cap Russell 2000 (IWM) up 3.39%! Biotechs...
by Raynovich Rod | Dec 4, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biden vs Biopharmaceutical industry: “March in on Patents”.. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded research to control drug prices? ======= ASH this past week....
by Raynovich Rod | Nov 27, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
12/3…We will focus on SMID cap stocks in the coming week as tracked by the XBI with resistance at $80. Also track health care providers (IHF) in light of Cigna/ Human merger potential and UNH as the dominant player. Update-2 …XBI is cruising to $77 handle...
by Raynovich Rod | Nov 13, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Small cap biotech rally continues..11/15/23.. 10:30am EST……As per previous post we are now in the beginning of an SMID Rally.See our post from last week with potential trades many of which are already up 10% or more:ABOS, CRBU, CRSP, CYRX, PACB,...
by Raynovich Rod | Nov 6, 2023 | 2023-24 Life Science Portfolios
Update-2 11/10/23…Reversal from yesterday’s bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN, VCYT–ILMN a big loser. IBB up 0.48%. Update-1 2:15 P...