by Raynovich Rod | Feb 26, 2023 | 2023-24 Life Science Portfolios
Update-2 3/2 Better tape action today. Big winners: CRSP, CYRX, NTLA, NVTA, QDEL, PACB,SUPN. Review on Weekend. Cowen conference next week March 8 should help life science sector. Update-1 2/28 Risk Off when FED rules with rates rising. Equities fighting higher...
by Rod Raynovich | Nov 21, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
Update-1 11/22 Broad Market Rally with all major indices up over 1%. Small cap spec stocks gain momentum, XBI up 1.38%. Energy materials and tech strong. IBB up 0.79% to $134. Bears acknowledge year end strength but still say 2023 fraught with weakening economy and...
by Raynovich Rod | Oct 24, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 10/28… Broad rally after Megacaps sell-off -AMZN, META and MSFT. it almost look like the BIG tech money got spread around to energy, financials, and healthcare. In the meantime the DOW is up 5.69% for the week and 10.73% for the month led by AAPL...
by Raynovich Rod | Oct 17, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
Update-2 10/21 … Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market...
by Raynovich Rod | Oct 3, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn “its another bear market rally.” 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally...
by Raynovich Rod | Aug 17, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
9/1/22. Biopharmaceuticals rally…another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN and GSK are weak. XLV up 1.64% to $126.81. Technician are looking at...
by Raynovich Rod | Jul 11, 2022 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-3 JY 15 3:30p… Broad rally led by DOW up 1.91%. Healthcare rally XLV up 2%, led by vaccine stocks as variants like BA.5 infection case counts pick up. MRNA, BNTX, NVAX all up over 3%. Novavax (NVAX) vaccine approved yesterday . Boosters being urged....
by Raynovich Rod | Jul 5, 2022 | 2023-24 Life Science Portfolios
UPDATE-1 JY7 Biotech rally intact. The rally from the June 15 bottom and breakthrough technicals on June 23 is confirmed. Biotechs were so beaten down with valuations at cash levels. Our new picks among smaller cap biotechs have done well this week. We will summarize...
by Raynovich Rod | Jun 27, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 July 5 11a EDT Rally in speculative biotech stocks with XBI up1.85% to $77 handle. Early movers: AGEN, CRSP, CYRX, DNA, QDEL, ROIV, VCYT all on our focus list. Added to Moderna (MRNA) at $153. Market indices in red on recession fears with S%P 500 down 1.9%...
by Raynovich Rod | May 15, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
May 25 -Update-3 ..We will take this little rally after all the turmoil recently. Our Strategy has not changed since January which is to stay with large cap biopharma stocks . We would like to pick some winners among the smaller cap biotech and diagnostics stocks but...