by Raynovich Rod | Apr 30, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
5/7/21 10:30a EDT Nice Move in Regeneron (REGN). I finally made a good option trade . I wanted to own REGN which looks undervalued (PE about 12, P/S 6.30) among large cap biopharma. Q1 Results were good but concerns remain on Sanofi R&D relationship.The key to...
by Raynovich Rod | Apr 12, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 A Bit of a Rally despite the JNJ Vaccine Setback We have the best day for life science stocks in weeks despite a “pause” in distribution of the JNJ vaccine due to blood clots. Many experts don’t think it is a major problem just a...
by Raynovich Rod | Apr 7, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 4/9…Another weak day for biotech, looks like S&P 500 and Tech are the place to be. Tougher FDA and Drug pricing legislation weighing on sector? ARKG down 1.06%, IBB down 0.44% to $148.73, XBI down 2.22% to $129.63, IWM flat at $222.59. XLV up 1.10%...
by Raynovich Rod | Mar 29, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 April 5 12:45p EDT…Biotech sector lags strong market today as S&P and DOW hit new highs as of mid-day trading.NASDAQ up 1.49%! It looks like re-opening stocks are favored over long-term plays in biopharma that have few catalysts.Tech is strong as...
by Raynovich Rod | Mar 22, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Final Close 5/26: Dow up 1.39% at 33072, S&P 500 up 1.66% at 3974, , Nasdaq up 1.24% at13138 , Russell 2000 down 2.89%. IBB stable at close. Update-3 March 26. 3p EDT Another day of selling for biotech; I’ll look for trades over the weekend. IBB down 0.98 to...
by Raynovich Rod | Mar 14, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 March 19 1:41p Green Screen Day-Time to Nibble Biotech stocks have been a little weak lately but today the XBI bounced off support of $140 which is at the 2021 low. Also I see a lot of green in my holdings including large caps that pay 3-4% dividends....
by Raynovich Rod | Mar 8, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update on rally day 3/9/21 1:22p Biotech and Healthcare Movers per Post Tech stocks rally on reversal trade. Biopharma positioned between value and moderate growth. COVID Vaccine stocks all up big BNTX CVAC NVAX MRNA. Small caps continue in uptrend ; IJR IWC IWM....
by Raynovich Rod | Mar 3, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-1 3/5/21…2:30p-Large Cap Biopharmas Firming Up See our last Large Cap Review . IBB up 0.73% at $148 handle. Regeneron up 3% off bottom, FWD PE 11.31, P/S 5.7, 11.75 QtQ sales growth . Nice moves in AMGN, BIIB, GILD, GSK, LLY. Review your large caps!...
by Raynovich Rod | Feb 15, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/17-11a…Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with slight gains for the DOW, Financials were strong with TSY yields...
by Raynovich Rod | Feb 7, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark Diagnostics (GNMK) up 33% to $22.46 on rumors of being acquired, but...
