by Raynovich Rod | Oct 14, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 …10/14…..DOW and S&P 500 hits fresh highs as large cap tech buying renews : AAPL, AMAT,QCOM, NVDA, etc.; MedTech perks up BDX,EW,GKOS, HOLX. Life science trades more green than red: ILMN,NTLA, TEM,TWST. XBI quiet at $99. Longboard...
by Raynovich Rod | Oct 7, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 10/11..3:30P SMID cap rally underway . Check list below for movers. ARKG up 3.9%.XBI up 2.25% off bottom. MOVERS: CRBU,CRMD, DNLI,ILMN,NTRA,SUPN,TEM ,TWST,PACB, VCEL, VCYT, etc. Strong earnings from banks supports bullish outlook through end of year....
by Raynovich Rod | Sep 30, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
by Raynovich Rod | Sep 16, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 …Stocks Surge under FED’s new “Recalibration” Policy After some hesitation and whipsaw action yesterday the 50bps rate cut by the FED sparked a broad rally today with the NAZ leading up above 2.5 %. Many talking heads and economists...
by Raynovich Rod | Sep 9, 2024 | Biopharmaceuticals
Large Cap Biopharma are Core Holdings and just off their highs for the Year Our top picks have been ABBV, LLY, MRK, REGN and VRTX all up more than 20% except MRK is lagging. AZN and PFE have been trades and PFE is still a good hold..GILD looks like a good long trade....
by Rod Raynovich | Sep 2, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 9/11..Selective SMID biotechs ran up today along with the mid day reversal in the tech stocks showing speculative interest remains in the market. Watch ARKG and XBI for strength. Some big movers this week: ADPT,CRBU CRMD,DNLI, NTRA, ROIV,VCYT. But SUPN was...
by Raynovich Rod | Aug 28, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Life Science Sector Update August 2024 Nothing seems be happening lately in the market as we wait for Nvidia earnings. It’s the slowest week of the year, we are at the market top and most earnings reports are good. And FED Chairman Powell recently indicated a...
by Raynovich Rod | Aug 20, 2024 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-2 8/26/24….On a 3 day weekend so no new post till Wednesday. It’s a quiet week with many people taking off before Labor Day weekend. Some big SMID movers today so check them out: CRMD up over 9% , DNLI up 3.31%, IMTX up over 3%, RZLT up 8%, All...
by Raynovich Rod | Aug 13, 2024 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-2 8/19..11:15 am EDT…RALLY in SMID biotechs continue with moves in ARKG and XBI. UPDATE-1 12n AUG 15…MOmentum is picking up in our SMID trading list. We are long bellwether XBI and added ARK Genomic Revolution (ARKG) as a trade because this ETF has...
by Raynovich Rod | Aug 5, 2024 | 2024 Rayno Biopharmaceuticals Portfolio
8/12/24…COMING SOON MARKET DATA ON BIOTECH STOCKS UPDATE on Large Caps since ASCO. Did you buy or add to ABBV, GILD,LLY? Which SMID biotechs still have Momentum? ADPT,CPRX,NTRA etc. ===== Update-2 8/9/24 10:45 a EDT: EVH soars on revenue beat with an increase...
