by Raynovich Rod | Nov 18, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ,,,11/22/24…11:11 EST… Might be another good day for Life Science stocks: ABBV MRK PFE etc. Added to Quidel/Ortho (QDEL) at 39 + with options after secondary offering. SMID caps are back with XBI crossing $95 level!. SMID ETFs are running too...
by Raynovich Rod | Aug 5, 2024 | 2025 Rayno Biopharmaceuticals Portfolio
8/12/24…COMING SOON MARKET DATA ON BIOTECH STOCKS UPDATE on Large Caps since ASCO. Did you buy or add to ABBV, GILD,LLY? Which SMID biotechs still have Momentum? ADPT,CPRX,NTRA etc. ===== Update-2 8/9/24 10:45 a EDT: EVH soars on revenue beat with an increase...
by Raynovich Rod | Nov 20, 2023 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 11/22…Another good day but as the S&P 500 approaches 4,600 we are near the top of the range from Aug 1, when the recent sell-off began. The QQQ hit a new high at 390 exceeding the JUL 19 high of 385. Small cap biotechs that we track continue to have...
by Raynovich Rod | Oct 31, 2022 | Biopharmaceuticals
Update 2..-11/3…Powell curbs enthusiasm for stocks with harsh rhetoric. Get whipsawed? We get it, rates are going up Recent trades: bought HOLX, sold MRNA, bought more IHI. Biotech movers: BMY up 1.39%, LLY up 1.96%, ROIV up 6.655, VCYT up 24.25%. Veracyte grows...
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 | Dec 22, 2019 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 January 2 , 2020. 12:11 EST….. Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and small caps are weak despite NAZ up 0.66%. Russell 2000 is down 0.79%....
by Raynovich Rod | Nov 24, 2019 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 11/25/19… Rally right on track driven by NVS/MDCO deal, new product surge and cheap money from FED. As we said many time on this site XBI is the bellwether up 4.25% today (UP 13% in one month) as biotech stocks broke out last week. IBB up 2.46%. We...
by Raynovich Rod | Oct 10, 2019 | Biopharmaceuticals
Update-2 10/13…Biotech IPOs Remain Weak-Recent rally was weak for small cap biotechs Vir Biotechnology (VIR): A clinical stage immunology and infectious disease Company focused on new therapies for hepatitis (HBV), Influenza A, HIV and TB went public on Friday....
by Raynovich Rod | Oct 7, 2019 | Biopharmaceuticals
10/09/19 Better tape today but a lot of random churning and tactical trading, biopharma under siege? NASDAQ up 1.17%. Talk about mini-deal with China. Large cap leaders with IBB flat: REGN MRK BMY. Mid caps weak with XBI down 0.63%. JNJ woes continue with $8B verdict...
by Raynovich Rod | Jul 11, 2019 | Biopharmaceuticals
Update-1 11a EDT, Large cap drugs and biotechs resume slide on drug pricing “reform” from Trump threats. IBB down 1.37%, XPH in downtrend tp $38.41. Laggards holding BIB, GILD. Winners losing MRK, RHHBY. LLY and PFE hit hard. Gene therapy green: BOLD,SGMO....
