by Raynovich Rod | Jan 23, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-2… 1/31… Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3)...
by Raynovich Rod | Jan 17, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Biotech Stocks Rally During #JPM23 Favors Smaller Caps Bolt-On acquisitions expected to bolster product pipelines. Macro headwinds lessened with moderating inflation. Small and mid-cap biotechs provide an innovation narrative. Here are some takeaways from #JPM23:...
by Raynovich Rod | Dec 19, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4…1/6/23…Broad rally sparked by latest economic data anticipating weaker economy and slowing wage growth . Bond yields are down. A ‘”soft landing ‘”scenario? We are at the JPMorgan Healthcare Conference next week. Closing...
by Raynovich Rod | Nov 15, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 11/18…Healthcare stocks had a good week with the XLV up almost 1% to $134 despite choppiness. We are still facing MACRO headwinds and the FED so stay cautious. There was good tape action in mid-cap biopharmas. Medtech is looking better with the IHI up...
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 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 | Apr 11, 2022 | 2024 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/13 11;36 AM EDT….GSK buys Sierra Oncology (SRRA) for $1.9B https://www.bizjournals.com/sanjose/news/2022/04/13/glaxosmithkline-to-buy-sierra-oncology-for-19b.html?ana=yahoo XBI up 2.48% to $89 handle, ARKG up 2.35%. Large caps lag except REGN up. ABBV...
by Raynovich Rod | Feb 14, 2022 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 2/25 Broad Rally Includes Materials XLB, Financials XLF and Healthcare XLV. Dow leads up 2.44%.Investors seek safety of large caps with dividends. XLV up 3% to $130.93. IBB up 1% XBI up 0.43%, QQQ up 1.3%. Large cap leaders: UNH and PFE up over 4%, AMGN AZN...
by Raynovich Rod | Jun 27, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update-1 June 29 The Momentum indicators for biotech: ARKG was flat at $9310, XBI down 1.53% to $135.74. COVID Dx stocks were stronger ABT up 1.31% to $117.21, QDEL up 3.97% to $132.12. COVID Vaccine stocks CVAC, MRNA and NVAX were strong. Our new mid-cap picks were...
by Raynovich Rod | Jun 21, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-1 6/22 Mixed day with a few nice moves. Vaccine stocks are up:BNTX,MRNA ,NVAX. Our Recent Mid-Cap Picks: CRISPR Therapeutics (CRSP( of 0.32%, Cryoport (CYRX) up 8.47% to $66 on Partnership deal. Veracyte (VCYT) up 1.45% to $38.56. ARKG up 0.35 to $87.68....