by Raynovich Rod | Dec 1, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Bounce Back Day 12/2/14 FBT up 1.5% to $102.33 Biotech players realized that news about China, energy and holiday shopping data do not affect their stocks. Our large cap biopharma portfolio went green helped by Biogen Idec (BIIB) up 6.43% on Phase 1a data for an...
by Raynovich Rod | Nov 26, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
NASDAQ leads -up 0.6% to 4787 The October correction of ~7% was a “headfake” as macro events scared many investor away Technology and Healthcare Stocks Lead The Way The healthcare SPDR (XLV) is up 24.5% YTD and the technology SPDR (XLK) is up 18% YTD....
by Raynovich Rod | Nov 14, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Red Tape Today Means Caution-Take Some Off XBI at $167.83 Off 2% Traders, investors, executives even pension funds are thrilled with biotech investing as the stock group rolls on to new highs this month. What may not be appreciated is the 20% move off the October 16...
by Raynovich Rod | Oct 31, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
Investors Whipsawed By V-Shaped Rally NASDAQ at New Highs 4631 DOW at New Highs 17,390 Investors got what was forecasted-a volatile October that moved from fear to greed in two weeks! The market was buffeted by the Ebola scare, macro analysts decrying easy money from...
by Raynovich Rod | Oct 23, 2014 | Biopharmaceuticals
Genetically Modified T-cells: Gene Therapy Is Back! Here are some quick notes and an overview of the companies at Bio: Immuno-Oncology is one of the hottest new areas of biopharmaceutical development and on October 7 BIO presented a Therapeutic Session on...
by Raynovich Rod | Oct 20, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
Biotechs Continue To Lead The Market NASDAQ registered its third day of gains up 2.38% for the period and life science stocks followed. The NAZ is now up 3.34% YTD. Biotech stocks are way ahead of the market YTD with our top ETF pick (FBT) up 31% YTD and 3.66% over...
by Raynovich Rod | Oct 16, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
11/15/14 Speculative Small Cap Stocks-Stay Away Unless Your Are A Trader Nice profits were booked on our recent small cap picks but today the sell-off was “pronounced”: Celldex (CLDX) was down 21% to $13.10 after hitting a high near $18 on October 31....
by Raynovich Rod | Oct 9, 2014 | Biopharmaceuticals, Macro
Five Year Bull Market in Biotech We attended the Bio Investor Forum in San Francisco this week and it was well attended with over 600 participants and over 120 companies presenting. Attendees included VCs , investors, industry executives, bankers, and media. The Bio...
by Raynovich Rod | Oct 1, 2014 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
10/3 Jobs Report Clears Path for Q4 Rally 3:30P EDT A more optimistic view of the economy was triggered by a steady gain in jobs with 248k added in August and unemployment dropping below 6% to 5.9%. But average hourly wages fell in September keeping wage growth...
by Raynovich Rod | Sep 24, 2014 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-1 …After 1.94% NASDAQ Sell-Off All three market indices got crushed today with a downdraft attributed to ending of QE, rising i rates in 2015, a rising dollar and just plain profit taking. A 3.8% hit on Apple (AAPL) did not help support the QQQ which also...