by Raynovich Rod | Jan 20, 2025 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks Lag Again as Earnings Come into Focus Biotech stocks got little help from the JPM Conference despite some recovery to the general market-: IBB was flat, SPY up 2.9%. Small Caps are down again 2% YTD but offer some hope going forward with good stock...
by Raynovich Rod | Jan 13, 2025 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 1/14/25…Further Updates from JPM Healthcare will be delayed due to WEB Publishing issues (hacks) and travel plans. 1/15/25…10a EST –Core CPI is 0.2% lower than 0.3% expected so its a GREEN SCREEN Day— RISK ON. JPM Healthcare Conference...
by Raynovich Rod | Jan 6, 2025 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 1/12/25….It’s JPM Healthcare Week with markets under pressure from rising rates and so many changes going on. XLV stalled at $140 level down over 0.945 over one year, XBI and IBB actually down over one year. Bank earnings an and inflation data in...
by Raynovich Rod | Dec 30, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-2 1/3/25…10:55 EST. SMID biotechs bounce with all tracking ETFs up: ARKG, IBB, XBI. Select Winners over 12 mos. from our trading list: ADPT up 39%, CPRX up 25%, CRMD up 119%, EXEL up 41%, GH up 21%. NTRA up 165%, PTGX up 69%, SUPN up 32%, TWST up 35%,...
by Raynovich Rod | Dec 23, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1…DEC 27 a low volume trading day and the sellers have come on early as investors and traders rebalance their portfolios.And tax considerations play a big role.But SMID biotechs are trading actively and yesterday despite the XBI up less than 1% we saw...
by Raynovich Rod | Dec 10, 2024 | Biopharmaceuticals
UPDATE-3 12/20…Back for the CHRISTMAS RALLY Well we are back from holiday and today was a nice 1% plus rally on huge volume led by usual suspects AAPL, AVGO, GOOGL and JPM etc.plus a broader rally with the equal weight S&P 500 (RSP) up 1.4%. EVEN healthcare...
by Raynovich Rod | Dec 2, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
ASH Coming up this week. Midday Movers: ABBV up 0.65%, PFE up 1.87%, REGN up1.5%, UNH up 0.64%, VRTX up 2.6%. Update-3 12/9..1:35…ABBVIE’s Parkinson’s drug shows promising results. Update-3 12/9…11:32a Healthcare sell-off looks overdone.MOVING...
by Raynovich Rod | Nov 18, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ,,,11/22/24…11:11 EST… Might be another good day for Life Science stocks: ABBV MRK PFE etc. Added to Quidel/Ortho (QDEL) at 39 + with options after secondary offering. SMID caps are back with XBI crossing $95 level!. SMID ETFs are running too...
by Raynovich Rod | Nov 11, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Something Happened Update-4 11/16/24…I hate to write bearish copy but its been a bad week and the market looks pretty negative right now. What am I a day trader? Sheesh. Healthcare stocks are getting pummeled with the XLV down 2.98% MTD and up only 4%...
by Raynovich Rod | Nov 3, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
BIG Movers today from two of our longer term portfolio picks. Update-4…11:11am 11/24…ABBV down over 10% ,BMY up on Abbvie Phase2 Schizophrenia drug failure. MRK also weak down 2%. Update-3 11/7…Gilead Sciences (GILD) beats stock trending toward...
