by Raynovich Rod | Feb 20, 2024 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-1 2/23/24. You know the story by now it’s all about AI and NVDA. As my friend said in the mid -90s “there is no end to chips Rod”. Overall one of the best weeks for the market but of course led by technology stocks. The equal weight small cap...
by Raynovich Rod | Jan 15, 2024 | 2020-21 Life Science Portfolios, 2023 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 | 2020-21 Life Science Portfolios, 2023 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 | Dec 26, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-4 1/3/23-1p EST,…Shift in biopharma toward large cap biotechs. Review small cap trades for profit taking. Our favorite large caps are: ABBV, GILD, LLY, MRK, REGN, VRTX; more speculative picks are BBII and PFE. We will update our Large Cap Biopharma...
by Raynovich Rod | Dec 19, 2023 | 2020-21 Life Science Portfolios, Biopharmaceuticals
Licensing and M&A Through the JPM Meeting in Early January 2024 Should Support Gains Update-3 12/22 ,,,Added Catalyst (Pharmaceuticals (CPRX)at 16+, is focused on rare neurological and epileptic diseases. Karuna Therapeutics (KRTX) up 47% to $316 handle on...
by Raynovich Rod | Nov 6, 2023 | 2020-21 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...
by Raynovich Rod | Aug 7, 2023 | 2023 Rayno Biopharmaceuticals Portfolio
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs? Healthcare providers ETF IHF down 2.28% to $250: ==== Update-3 8/16...
by Raynovich Rod | Jul 24, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Tools and Diagnostics Portfolio
Hot fun in the summertime! Will try to post a new article on Healthcare and Biotech tomorrow August 7. Update-4 Aug 3…Large cap biopharmas favored as spec stocks fade with XBI at $81 handle lacking momentum, near low for 30 days. Earnings looking good for...
by Raynovich Rod | Jul 17, 2023 | 2020-21 Life Science Portfolios
Update-2 Jy 22 Catch-up Rally last week continues in MedTech and Diagnostics: ABT our top pick up 5.89% to $114.29, DHR up 6.38% to $255.88,IHI up 1.32% to $57.59,TMO up 6.89% to $562. New Pick Becton Dickinson (BDX) up 2.1% to $264.84. Earnings coming next week...
by Raynovich Rod | Jun 12, 2023 | 2020-21 Life Science Portfolios, Macro
Update-2 6/18…11 a EDT, Medtech Rally: FSMEX , IHI, ABT, BSX etc. Update-1 2P EDT 6/14…FED day brings volatility and easing of momentum. Don’t fight the tape with small caps weak. XBI is down 2%, Russell 2000 is down 1.65%. We started selling and...