by Raynovich Rod | Dec 23, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1…DEC 27 a low volume trading day and the sellers have come on early as investors and traders rebalance their portfolios.And tax considerations play a big role.But SMID biotechs are trading actively and yesterday despite the XBI up less than 1% we saw...
by Raynovich Rod | Dec 2, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
ASH Coming up this week. Midday Movers: ABBV up 0.65%, PFE up 1.87%, REGN up1.5%, UNH up 0.64%, VRTX up 2.6%. Update-3 12/9..1:35…ABBVIE’s Parkinson’s drug shows promising results. Update-3 12/9…11:32a Healthcare sell-off looks overdone.MOVING...
by Raynovich Rod | Nov 18, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ,,,11/22/24…11:11 EST… Might be another good day for Life Science stocks: ABBV MRK PFE etc. Added to Quidel/Ortho (QDEL) at 39 + with options after secondary offering. SMID caps are back with XBI crossing $95 level!. SMID ETFs are running too...
by Raynovich Rod | Nov 11, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Something Happened Update-4 11/16/24…I hate to write bearish copy but its been a bad week and the market looks pretty negative right now. What am I a day trader? Sheesh. Healthcare stocks are getting pummeled with the XLV down 2.98% MTD and up only 4%...
by Raynovich Rod | Nov 3, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
BIG Movers today from two of our longer term portfolio picks. Update-4…11:11am 11/24…ABBV down over 10% ,BMY up on Abbvie Phase2 Schizophrenia drug failure. MRK also weak down 2%. Update-3 11/7…Gilead Sciences (GILD) beats stock trending toward...
by Raynovich Rod | Oct 29, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 11/1/24…Market recovered from big losses yesterday with some buying in to XBI to the $99 level again.IBB remains choppy but up about 1% for the week. LOTS of green among SMID caps today: ADPT, CRBU, CRSP, DNLI, ILMN, EXEL, PACB,TEM etc. KUDOS to...
by Raynovich Rod | Oct 21, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
10/28/24….Movers from a new hot disease areas of kidney disease. Vera Therapeutics soars 15% on Phase 2b results for kidney drug. VERA is up 207% YTD. EyePointPharmaceuticals (EYPT) up 27% on interim data for Diabetic Macular Edema. 10/27/24…Update-2...
by Raynovich Rod | Oct 14, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 …10/17…Earnings Abbott (ABT) returns to growth in MEDTech: Raises EPS. a strong hold with DIV. of 1.88%. United Health (UNH) a core holding in any healthcare portfolio navigates increasing medical costs and cyberattack. Updated at 11:30a 10/18....
by Raynovich Rod | Oct 7, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/11..3:30P SMID cap rally underway . Check list below for movers. ARKG up 3.9%.XBI up 2.25% off bottom. MOVERS: CRBU,CRMD, DNLI,ILMN,NTRA,SUPN,TEM ,TWST,PACB, VCEL, VCYT, etc. Strong earnings from banks supports bullish outlook through end of year....
by Raynovich Rod | Sep 30, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
