by Raynovich Rod | Sep 9, 2021 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-1 Five days of selling but looks like routine re-balancing at market highs. NASDAQ leads way down 0.7% Whether it is concerns about Washington or a seasonal buyers strike or even an extended summer vacation who knows? The 3.3% drop in AAPL on App Store ruling...
by Raynovich Rod | May 31, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-4 6/4 11 a EDT Finally small cap biotechs catch a rally: among my holdings: CRSP, EDIT, PACB, VCYT . ARKG and IBB up. But large caps look better today.FDA authorizes Regeneron subcutaneous dosage for COVID-10 antibody therapy. Update-3 6/3 after...
by Raynovich Rod | May 24, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 5/27…AstraZeneca (AZN) inched up to $56.89 leading the large caps today. Moderna (MRNA) rose 2.25% to $179 level close to its 52 week high of $189. VIR was a big loser down 5.59% to $43.20. Both the ARKG and the XBI are in a stable intermediate bottom...
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 | Nov 22, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 11/27 12p EST….Biotech rally underway with XBI at $130. Momentum market.IBB at 142.94.Small caps outpacing large caps. Vaccine stocks continue to run: BNTX, MRNA, NVAX. Gene editing movers : CRSP, EDIT, NTLA; mid caps strong. Large caps winners: AMGN...
by Raynovich Rod | Oct 25, 2020 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 10/29. 1p EDT…Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN) holds $216 after beat, osteoporosis drug opportunity. Early...
by Raynovich Rod | Sep 13, 2020 | Biopharmaceuticals
Update-3 Coronavirus stocks are back led by testing boom and near term clinical news on CPOVID vaccine. Keep in mind it was a “triple witching” day.Here is a look-back to where we were with Coronavirus stocks on June 28. All pure play testing stocks are up...
by Raynovich Rod | Sep 7, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Choppy Day but Investors coming Back to Healthcare and Biopharma. IBB and XLV up a tad. XBI flat. Rotation out of high flying tech into healthcare and industrials. Large caps winners : AMGN and GILD then AZN,RHHBY,MRK looking for large caps that have Dx and...
by Raynovich Rod | Aug 30, 2020 | Biopharmaceuticals, coronavirus vaccine, vaccines
Update-2 Downdraft surprises investors-momentum shift ! We have been talking about this for weeks, How much higher can the FAANG names go? The momentum is unprecedented. Bifurcated market. Well today the sell-off was in full swing with broad damage across the...
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,...