by Raynovich Rod | Jul 8, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 …7/11…SMID biotechs rally on a big rotation day out of MEGA Cap tech.XBI up 2.67% “kissing” the $98 level.Nibble on our Life Science trading list as it is another “green screen ” day. Even the IBB broke through $140 today...
by Raynovich Rod | Jun 10, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update-4…6/29….I’m back but I did not miss much in biotech trades, but a lot of “3 day wonders'” you know stocks that get momentum then quickly fade. The XBI is still holding above the $90 support level with a range of $89.13 to $94.88...
by Raynovich Rod | Jun 3, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Biopharma rally moves to SMID caps as momentum picks up ADPT, NVAX, TWST etc XBI over $93. Large caps steady with REGN over $1000. POST ASCO large cap core portfolio picks: ABBV, AZN, LLY, MRK, REGN. VRTX. Pfizer had good results but the stock could not...
by Raynovich Rod | May 20, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
UPDATE 3: Large cap biopharmas were strong on Friday in anticipation of #ASCO24 data. Company news to watch from data below:AZN, BMY, GILD, LLY, MRK, PFE,REGN and also ADPT, MRUS, NVS. REPL.. See updates all next week. Update-2 MAY 31,,,Biopharma stocks took a dip...
by Raynovich Rod | May 12, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Healthcare and Biotech Investing 101: What you need to know. What is your current allocation for healthcare stocks? Large cap stocks that pay dividends are the best positioned for growth plus value. Start with an ETF plus one Fund. If you have been reading our...
by Raynovich Rod | Apr 29, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
MAY 1..3:00P EDT…XBI up over 5 %, Spec biotech rally! Details later. April 30 …Sell off at close -FED jitters plus yieldsup not a good combo. Labor costs rise,US consumer sentiment drops ,worst month since 9/22. NAZ and Russell down over 2%, S&P down...
by Raynovich Rod | Apr 24, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 4/26..ABBVIe (ABV) beats on sales and earnings but Humira revenue concerns linger stock down 4+%. SMID caps up: CRMD,CYRX, GERN,SUPN, TXG etc….XBI up 1.5% after dipping to $81 . Update-1 4/25…MRK up over 3% on confirmed guidance Revs at...
by Raynovich Rod | Mar 20, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 JY 20 at the close after Powell and the FED announced rates remain unchanged with 3 planned rate cuts expected in 2024. Inflation remains sticky in a strong economy. All major indices hit new highs. XBI held the $94 anticipated support up 0ver 1% to $95 at...
by Raynovich Rod | Mar 11, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 3/19..2:40p EDT..Stealth rally pre-FED day, call it an AI rally as all major indices are up. 10 year at 4.295%.If TSY yields stays down then small caps can follow: SMID Biotechs UP today are :CRBU, CBRX, CRMD,CYRX, PACB, SUPN etc with some buying in XBI at...
by Raynovich Rod | Feb 26, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...