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 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 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...
by Raynovich Rod | Jul 29, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
8/2 …10a EST: Port in the storm in this volatile rotation ? healthcare stocks: ABT,INSP, MRK, REGN, UNH etc. 8/1..3:10P EST…Massive reversal down for chip stocks and tech in general. Only green on my screen are large cap biopharmas: ABBV, GILD, LLY,...
by Raynovich Rod | Jul 22, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 JY 24…Healthcare Stocks held up well during today’s technology sell-off. NASDAQ stocks took a big hit today with the QQQ down 3.59%.We can say it was caused by the Google earnings report as technology analysts tried to read beyond the actual...
by Raynovich Rod | Jul 15, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 JY 19…3:15 EST.. Market still down little but coming back. CNBC offering positive comments on biotech, tape looks better. I had a nervous trigger finger yesterday selling my profitable NTRA and its coming back today but Ill wait to get back...