by Raynovich Rod | Jan 29, 2020 | medtech
New Buy Ideas for 2020-Biopharma and MedTech New Buy Idea -Glaukos (GKOS) for ophthalmic disease therapies If you have been reading my recent posts I have been cautious on adding new positions since the JPMorgan Healthcare Conference. After the nice Q4 run-up it would...
by Raynovich Rod | Dec 22, 2019 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 January 2 , 2020. 12:11 EST….. Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and small caps are weak despite NAZ up 0.66%. Russell 2000 is down 0.79%....
by Raynovich Rod | Nov 24, 2019 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 11/25/19… Rally right on track driven by NVS/MDCO deal, new product surge and cheap money from FED. As we said many time on this site XBI is the bellwether up 4.25% today (UP 13% in one month) as biotech stocks broke out last week. IBB up 2.46%. We...
by Raynovich Rod | Nov 12, 2019 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…One of the best days of the year for us; I will summarize later. Only laggard sector was speculative microcaps. Some of our best gains among healthcare/life science stocks: ABBV AMRN CRSP GILD ILMN TDOC UNH VCYT XBI ======= Update-1… Biotech gains...
by Raynovich Rod | Feb 4, 2019 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update 2/7/19 Mid-Day Trading : Risk Off Day The market is trending down with all major indices in the red and the XBI $81.96 down 2.75%. We sold our position in the XBI yesterday at $83+. Array (ARRY) continues to run up at $21.60. Hot stock MacroGenics (MGNX) cooled...
by Raynovich Rod | Dec 13, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-2 After close: Market Collapses After FED Meeting-Bear Market WE all knew that the biotech sector likes looser monetary policy but this sell-off is ridiculous. The IBB is now at May 2017 levels! XBI breaks through 2018 technicals down 3.33% on downside to...
by Raynovich Rod | Nov 4, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update at Close 11/9/18 Remain Cautious as Rally Fails The NASDAQ down 1.6% and Russell 2000 down 1.8%, sold off killing hopes of a continued Post-Election rally. The biotech sector is for experienced traders only. The healthcare still looks good overall with the XLV...
by Raynovich Rod | Aug 5, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
9/10 Update: Long Tesaro (TSRO) We added small positions at $32 on August 21 and more on 9/7 at $35+. =============== Rayno Biopharma Performance 2018: YTD 8/4 Large Caps Begin to Outperform FBT Is the Best All Around Life Science Play up 19% YTD We have provided...
by Raynovich Rod | Jul 29, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update 7/30 at close- -Large Caps Outperform-Very Weak Tape NASDAQ continues slide down 1.39% Large Cap Leaders ABBV up 0.89%, BMY up 3.53%, CELG up 2.87%,MRK up 2%,REGN up 1.06%, VRTX up 1.35%. BIIB down 2.63%. Mid-Cap Red Screen: ACAD down 4.08%, ALNY down 7.37%,...
by Raynovich Rod | Jul 7, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Momentum Boosted by Biogen’s Experimental Drug Biogen Has an Interesting Pipeline of Medicines for Serious Neurological Diseases Broad Biotech Rally-Green Screen Day- Even Large Caps Biotech momentum picked up on Friday after a brief sell-off in late...
