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 | Feb 12, 2024 | 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1..2/15/24…Post from 9/23 biotech bottom when we picked ABBV,GEHC. Near/at new 52 wk. highs : ABBV, LLY, MRK, VRTX, XPH etc. Update- -2/12/24….Gilead Sciences responds immediately to recent trial disappointment to buy CymaBay,a $4.3B deal expanding...
by Raynovich Rod | Jan 7, 2024 | 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceuticals as of 1/7/24 prior to JPM Most healthcare ETFs and Large Caps are up since the 10/8/23 lows. We will look at these valuations after JPM and Q4 earnings.The trend for the Life Science and Biopharma sector is usually up for Q4 in...
by Raynovich Rod | Dec 4, 2023 | 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biden vs Biopharmaceutical industry: “March in on Patents”.. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded research to control drug prices? ======= ASH this past week....
by Raynovich Rod | Oct 16, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in oncology and clinical development capabilities to advance and expand the...
by Raynovich Rod | Oct 9, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-4 10/17…JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a gain of $21 B from the spin-off of its consumer health unit Kenvue....
by Raynovich Rod | Sep 26, 2023 | 2023 Rayno Biopharmaceuticals Portfolio, Macro
Update-4 10/7…We will update our biopharma playbook next week with a focus on large caps. Our current picks are: Abbvie (ABBV), Lilly (LLY), Regeneron (REGN), and Vertex (VRTX); Pfizer (PFE) is a contrarian trade for value and good news. Update-3 10/6…A...
by Raynovich Rod | Jun 21, 2023 | Biopharmaceuticals
Healthcare Stocks Lag but Trading Action is Picking up in Biotech Large Cap Biopharma are core holdings: ABBV, LLY, MRK, REGN, VRTX etc. Healthcare is a laggard with XLV down YTD but UNH is still a core position. Lack of Momentum in SMID caps-XBI is still the key...
by Raynovich Rod | Jan 17, 2023 | 2020-21 Life Science Portfolios, 2023 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 | Jan 12, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-1 1/13/23 Bank stocks beat with BAC and JPM trading higher. Bearish sentiment eroding as ” risk-on ” mentality takes hold before earnings. Continuing with #JPM Week Notes: 6. Continuing with the healthcare trend of more focused businesses and away...