by Raynovich Rod | Jan 15, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 1/19/24 2:45 EST ……XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST…...
by Raynovich Rod | Jan 9, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/11/24 10:21 A EST …..Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day Two The rally ebbed today as TSY yields rose yet there were good...
by Raynovich Rod | Jan 7, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceuticals as of 1/7/24 prior to JPM Most healthcare ETFs and Large Caps are up since the 10/8/23 lows. We will look at these valuations after JPM and Q4 earnings.The trend for the Life Science and Biopharma sector is usually up for Q4 in...
by Raynovich Rod | Dec 26, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 1/3/23-1p EST,…Shift in biopharma toward large cap biotechs. Review small cap trades for profit taking. Our favorite large caps are: ABBV, GILD, LLY, MRK, REGN, VRTX; more speculative picks are BBII and PFE. We will update our Large Cap Biopharma...
by Raynovich Rod | Dec 11, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 12/15 2P EDT. Crazy week so take some profits. Update-2 …12/13/23… Dont fight the tape as momentum rally continues with a little help from the FED. Broad rally takes all indices up over 1.3% with small cap Russell 2000 (IWM) up 3.39%! Biotechs...
by Raynovich Rod | Dec 4, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biden vs Biopharmaceutical industry: “March in on Patents”.. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded research to control drug prices? ======= ASH this past week....
by Raynovich Rod | Nov 27, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
12/3…We will focus on SMID cap stocks in the coming week as tracked by the XBI with resistance at $80. Also track health care providers (IHF) in light of Cigna/ Human merger potential and UNH as the dominant player. Update-2 …XBI is cruising to $77 handle...
by Raynovich Rod | Nov 13, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Small cap biotech rally continues..11/15/23.. 10:30am EST……As per previous post we are now in the beginning of an SMID Rally.See our post from last week with potential trades many of which are already up 10% or more:ABOS, CRBU, CRSP, CYRX, PACB,...
by Raynovich Rod | Oct 31, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-2 11/4/23…Small caps starting to show momentum after a big week with QQQ up over 6%, IWM up 7.56%, IJR up 7.45%. Seasonality of Q4 gains off to a good start. Broad market rally was sparked by lower bond yields. Even MRNA launches off bottom after...
by Raynovich Rod | Oct 23, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-2 10/30…10:30a EDT Rally or not? I will post tomorrow to see if rally holds from gloomy sentiment driven by MACRO. Stocks we follow that are up on opening: ABBV, LLY, MRK. SMID biotech and MEDTECH stocks are still not tradeable: DHR an TMO are red...
