by Raynovich Rod | Jun 30, 2018 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Biotech Bull Market: Up 25.39% Over 2 Years With High Volatility XBI Outperforms Up 12% YTD; FBT is Comparable, IBB lags. Three Funds did well in H1 2018 (7-9%). Biotech stocks peaked in July 2015 and reached a bottom on 10/31/16 gradually clawing their way back to a...
by Raynovich Rod | Jun 21, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Momentous Biotech for June Update 6/28…A nice broad rally on Friday included the large cap biotechs with the IBB up 1.73% to $109.82. Even Celgene (CELG) found buyers up 3.6% flirting with the $80 level. The big winner was Vertex (VRTX) up 15.16% to the $170...
by Raynovich Rod | Jun 6, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
ASCO 2018 Biotech Rally: Biotechs, Techs, and Semis Lead Market Higher Mid-Caps show huge gains but with high volatility. FBT at 142.91, IBB lagging at $110.52, XBI leading at $97.77 IWC Micro-Cap ETF breaking out up 11% YTD. Healthcare (XLV) comes to life lately up...
by Raynovich Rod | May 21, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Mid-Caps- Momentum Trade is Back ASCO Abstracts Provide Clinical Updates But as of 2 P EDT Stocks Are Being Hit By Profit Taking XBI at $92.39 Biotech mid-caps had a good week ending 5/18 as tracked by the top performing XBI which was up 2% and over 10% in...
by Raynovich Rod | May 14, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update: 5/17…Mini-Rally Continues With Help From ASCO Abstracts XBI hits $93.78 above April highs, up 5.32% over 5 days, 10.5% YTD. IBB at April highs at $107.59, up 3.62% over 5 days, up 0.77% YTD Many Mid-Caps are hot: BLUE, CRSP, EXEL, FOLD, LGND, LOXO. See...
by Raynovich Rod | Apr 4, 2018 | 2025 Rayno Biopharmaceuticals Portfolio
4/17/18 Latest portfolio changes are working: CELG at $88, XBI at $84. all based on technicals. ========== Busted Biotech Stocks Get No Help From the Overall Market 4/8 Update XBI down 3% on 4/6 and BELOW SMA 20 AT $82.90. Bellwether Mid-Caps red screen-two up stocks...
by Raynovich Rod | Feb 28, 2018 | 2025 Rayno Biopharmaceuticals Portfolio
Update after close 2/28/18 Tape deteriorates at last hour of trading, a familiar pattern: IBB down 1.83%, QQQ down 0.64%, XBI down 1.88% for day. Biotechs still up YTD with XBI;FBT down 2.35% but still up 8.28% YTD. Celgene, Inc (CELG) sell-off continues down 9% to...
by Raynovich Rod | Jan 2, 2018 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Rayno Life Science Portfolio
2/28/18 Update Tape looks sluggish at major resistance. Downgrade to HOLD on Celgene (CELG). Bad regulatory news on relapsing multiple sclerosis drug ozanimod. 2/2/18 Update After Sell-Off Cautious on Amgen (AMGN) after earnings release but looks better than the IBB...
by Raynovich Rod | Nov 6, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update 11/8/17 …Per comments on Monday. Celgene (CELG) technicals are holding at $102-103 so we will add CELG to the Rayno Portfolio at a price of ~$102.5. The stock was battered on earnings news so we see good value and potential for long term growth. Forward...
by Raynovich Rod | Oct 2, 2017 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD Objective: Develop a medium term biotech portfolio that assumes a bull market for 2017 with positions in two core ETFs, large cap dividend plays and speculative picks in breakthrough technologies: CAR-T and...
