by Raynovich Rod | Oct 17, 2022 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 10/21 … Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market...
by Raynovich Rod | Oct 3, 2022 | 2025 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 | 2024-25 Life Science Portfolios, 2025 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 | 2025 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 | 2025 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 | 2024-25 Life Science Portfolios, 2025 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 | 2024-25 Life Science Portfolios, 2025 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 | 2025 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 | 2024-25 Life Science Portfolios, 2025 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%...
