by Raynovich Rod | Feb 14, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 2/25 Broad Rally Includes Materials XLB, Financials XLF and Healthcare XLV. Dow leads up 2.44%.Investors seek safety of large caps with dividends. XLV up 3% to $130.93. IBB up 1% XBI up 0.43%, QQQ up 1.3%. Large cap leaders: UNH and PFE up over 4%, AMGN AZN...
by Raynovich Rod | Feb 8, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
At close 2/11: Another crappy day now with Ukraine Crisis coming to fore. But some large cap biopharmas get green: BMY. GILD, REGN up 3.27%, and PFE. Nibbled on NeuroCrine (NBIX) at $85. Update-3 2/11 12p EST…Small caps fight the headwinds but “hold the...
by Raynovich Rod | Jan 23, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 AAPL ignited rally? Either by oversold conditions or good earnings by AAPL and MSFT we have lift -off from the bottom. If your speculative biotech stocks did not go up today you may want to dump it. Our mid-cap focus list saw nice gains except for CRSP. ARKG...
by Raynovich Rod | Jan 17, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/22 …More Freefall on Friday Yesterday’s freefall action felt a lot like 2001 when the market was trying to digest the 1999 bubble days.As we have been saying for many months once the momentum slowed stay away from speculative stocks without financial...
by Raynovich Rod | Jan 9, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-5 Traders alert! a green tape showed up. Update-4… Biotech stocks continue to sink along with momentum driven overvalued tech stocks. Not much you can do but hold large cap dividend producing stocks. Or look for proven winners that were carried down with...
by Raynovich Rod | Jan 3, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/7/22…JPMorgan Healthcare Conference next week We will cover selected stocks . Watch key ETFs for trends: IBB, IHI, XBI, XLV. can small cap biotech rally? Even FBT 30 pts above its 3/20 lows? ====== Update-2 1/5/22…FED spook day. Biotech still looks...
by Raynovich Rod | Dec 29, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
Update-1 2:30P EST 12/30 …Countertrend rally in small cap biotechs. Who is buying? Daytraders, ETFs or funds? Or just tax loss selling is over. Omicron news dominates healthcare complex. Bounce in ARKG and XBI. Green screen flashes in smaller caps:CYRX, CRSP,...
by Raynovich Rod | Dec 13, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
Update-3 12/17…10:51 EDT Good day for a pivot up? Nibbled on some IBB and XBI. Our top large cap pick VRTX continue to run. NAZ up now 0.22%.Volatility rules. Update-2…Powell transitions FED talk through pivot with 2x taper. Potential for 3 rate hikes in...
by Raynovich Rod | Dec 6, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
12/10/21Update-1 A good week with S&P At New Highs despite inflation at 40 year highs at 6.8%. Infotech leading way up. Small cap biotech still lagging near lows for the year. XBI at $110 could not hold mid-week gains. Same pattern for ARKG now at $60.74 near lows...
by Raynovich Rod | Nov 12, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1… 11/17…Vertex (VRTX) rises on good volume.Added to small position. Good value on fwd PE; look for an upgrade or a deal. Strong CF franchise but needs R&D milestone hit. Large Cap Biopharmaceuticals Metrics and Review Stock Performance was...
