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...
by Raynovich Rod | Feb 20, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 2/23/24. You know the story by now it’s all about AI and NVDA. As my friend said in the mid -90s “there is no end to chips Rod”. Overall one of the best weeks for the market but of course led by technology stocks. The equal weight small cap...
by Raynovich Rod | Feb 12, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1..2/15/24…Post from 9/23 biotech bottom when we picked ABBV,GEHC. Near/at new 52 wk. highs : ABBV, LLY, MRK, VRTX, XPH etc. Update- -2/12/24….Gilead Sciences responds immediately to recent trial disappointment to buy CymaBay,a $4.3B deal expanding...
by Raynovich Rod | Feb 5, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are coming back since late 2023. So the weighting of large cap biophharma...
by Raynovich Rod | Jan 31, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Update-4. 2/15….2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my...
