by Raynovich Rod | May 18, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, vaccines
Race to Develop a Coronavirus Vaccine Has $BB Funding with Several Major Players Update-3 5/20…Reversal to upside from yesterday’s sell-off. However the cynics are starting to come out questioning the timelines of some of the major COVID vaccine players...
by Raynovich Rod | Apr 4, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Coronavirus (COVID-19) is an infectious disease currently spreading across the globe. Most people infected with the COVID-19 virus will experience mild to moderate respiratory illness and recover. Others (particularly elderly people and those with underlying medical...
by Raynovich Rod | Feb 13, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 Mid-day trading 2/21 NAZ down 1.14%-Biotech stocks held their levels on a down day. Most large cap Raygent focus stocks are in green: ABBV,BMY,GILD up 4%, RHHBY. Mid-caps are mixed but BMRN is up 5%. Healthcare sector was a leader up 0.1% ============...
by Raynovich Rod | Feb 11, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceutical Companies – Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy ’15. FWD PEs of sector are still lower than the market with S&P-500 at 18.9x. Good growth expected. Our Top...
by Raynovich Rod | Feb 6, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/10…Rally has expanded to mid-caps:ALNY ACAD GWPH ICPT SRPT Etc. ======= Update-1 2/7. 2p …Abbvie (ABBV) Another one of our top large cap picks ABBV is up 6% o the $92 handle as of mid-day trading on earnings and Allergan acquisition. Full year...
by Raynovich Rod | Jan 31, 2020 | Biopharmaceuticals, Macro
Update-1 2/3…3:30p EST… Biopharma stocks firm up after a bad week Large caps are strong with Gilead Sciences (GILD) up over 5% on a story about an experimental antiviral therapy for coronavirus China. GILD is one of the leading antiviral companies for...
by Raynovich Rod | Jan 26, 2020 | Biopharmaceuticals
Update-2 1/30 a Mid-day trading- Bearish pattern emerging Many of our indicators have turned bearish: XBI down 1.8% under $90, red screen in mid-caps, large caps at lows for the day, IWM at day lows etc. Fears about coronavirus causing buyers strike? Risk-off, even...
by Raynovich Rod | Jan 21, 2020 | Biopharmaceuticals
Update-1 We remain on hold for taking on new positions. Biotech and healthcare stocks have made nice gains so let’s get through the earnings cycle. Markets are jittery despite rush to new highs at opening, S&P 500 down 0.82%, as of mid-day trading over...
by Raynovich Rod | Jan 14, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
JPM Notes #2 : Investors buy into Life science innovation After a lackluster day Monday the tape for JPM life science sector stocks picked up with a decent rally. Major ETFs reversed the trend from yesterday with the IBB up 1.64% and the XBI up 2.94% despite NASDAQ...
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%....
