by Raynovich Rod | Sep 26, 2023 | 2023 Rayno Biopharmaceuticals Portfolio, Macro
Three Stock Picks for your healthcare Portfolio: ABBV, GEHC and UNH. Amidst macro uncertainty healthcare stocks should outperform. Biopharmaceuticals have good value and survived government onslaught on Medicare pricing and FTC. Growth stocks are being hit hard by...
by Raynovich Rod | Sep 5, 2023 | 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Medtech
9/8/23…215 EDT B.of A. upgrades laggard Gilead Sciences (GILD) stock rises 2.5% to $75 handle. Div. 3.96%,FWD PE 10.45, P/S 3.44. 9/8/23…10:45 EDT.Markets follow 10 yr yield with rally at 4.22%. As yield rises markets weaker. S&P at 4468 up 0.38%. As...
by Raynovich Rod | Aug 21, 2023 | 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Best stock picks in large cap biopharma.
by Raynovich Rod | Aug 7, 2023 | 2023 Rayno Biopharmaceuticals Portfolio
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs? Healthcare providers ETF IHF down 2.28% to $250: ==== Update-3 8/16...
by Raynovich Rod | Jul 5, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4 JY 12…Some biotech strength in usual suspects but exciting news drives smaller more speculative stocks. Recursion pharmaceuticals (RXRX) up 78% on $50M Nvidia drug discovery deal. As rumored AI meets biotech.Trading rally for sure as more AI plays...
by Raynovich Rod | Jun 26, 2023 | 2023 Rayno Biopharmaceuticals Portfolio
Update-2 Flashback from 1/19 and 2018 Performance. Big winner in 2018 was MRK up 33% to $76.41 but 2018 was a bad year with the XBI down 15% to $71.75. But Regeneron was a bargain on 1/19 at $373. Update-1 6/27…A bad day for Biotech but a nice rally day for Tech...
by Raynovich Rod | May 30, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update -1 3/31 2P EDT. With momentum easing in Chip and IT trades this can be a good entry point for large cap biopharma stocks ahead of ASCO June 2: GILD, MRK so stay tuned. Also for value “bottom fishers” Pfizer offers a good yield of 4.4% with a FWD...
by Raynovich Rod | May 22, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-2 5/27/23… Not a great week for healthcare stocks or anything other than IT and the QQQ up 3.59%. S&P 500 Healthcare down 2.93%, Materials down 3.14%, Staples down 3.21%. No debt ceiling deal, recession watch is on. So Karen Firestone, former manager...
by Raynovich Rod | May 8, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-1 5/9/23 Biotech holding up nicely. XBI up 1.48% to $86 handle. CRSP up 14% to $64 handle, NTLA up 2%. GILD in buying range under $80 with 3.76% dividend, FWD PE of 10.9 and strong position in HIV/Aids, viral hepatitis, coronaviruses and emerging portfolio in...
by Raynovich Rod | Apr 20, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks-Brief Recap for the Week ending 4/28 A nice steady day holding on to gains with the Russell 2000 up 1.015, the NASDAQ up 0.69%,DOW 30 up 0.8% and the S&P 500 up 0.83%. Life science ETFs for the WEEK: XLV down 0.57% to $133..53, IBB down 2.21%...
