by Raynovich Rod | Oct 3, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn “its another bear market rally.” 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally...
by Raynovich Rod | Sep 26, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still...
by Raynovich Rod | Sep 5, 2022 | 2024 Rayno Biopharmaceuticals Portfolio, Macro
9/12/22…Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today could account for biotech strength. Biden Issues Executive Order on...
by Raynovich Rod | Aug 17, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
9/1/22. Biopharmaceuticals rally…another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN and GSK are weak. XLV up 1.64% to $126.81. Technician are looking at...
by Raynovich Rod | Aug 14, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile seasonality and inflation data. Small cap strength:ARKG up 2.39%, IJR...
by Raynovich Rod | Aug 6, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 on JY 11 We will offer 3 updates in coming days: Healthcare Model, Large Cap Biopharma and Small/mid caps. Here are some notes on today’s market action: Momentum appears to be ebbing on profit taking.A bit of sector rotation into energy today with XLE...
by Raynovich Rod | Jul 26, 2022 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
On Vacation thru August 5 JY 26 2P EDT…Healthcare portfolios look good. :Large cap biopharmas green. IBB up 0.9% at $123.75.
by Raynovich Rod | Jun 27, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 July 5 11a EDT Rally in speculative biotech stocks with XBI up1.85% to $77 handle. Early movers: AGEN, CRSP, CYRX, DNA, QDEL, ROIV, VCYT all on our focus list. Added to Moderna (MRNA) at $153. Market indices in red on recession fears with S%P 500 down 1.9%...
by Raynovich Rod | Jun 21, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 June 22…Market ends trading day flattish with usual choppiness focused on macro after Powell speaks. Recession fears dominate with energy stocks down again. Bright spot is healthcare sector led by large caps with nibbling in beaten- up small caps. Like...
by Raynovich Rod | Jun 13, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 6/20 10:30p PDT…. Futures are up poised for a nice rally tomorrow. Last week even healthcare stocks hit new YTD lows with the XLV down 14.91% YTD now at $119.89. Even large cap biopharma stocks have sold off over the past month. ==== Update-1 FED raises...
