by Raynovich Rod | Sep 5, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Medtech
9/8/23…215 EDT B.of A. upgrades laggard Gilead Sciences (GILD) stock rises 2.5% to $75 handle. Div. 3.96%,FWD PE 10.45, P/S 3.44. 9/8/23…10:45 EDT.Markets follow 10 yr yield with rally at 4.22%. As yield rises markets weaker. S&P at 4468 up 0.38%. As...
by Raynovich Rod | Aug 21, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Best stock picks in large cap biopharma.
by Raynovich Rod | Aug 7, 2023 | 2025 Rayno Biopharmaceuticals Portfolio
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs? Healthcare providers ETF IHF down 2.28% to $250: ==== Update-3 8/16...
by Raynovich Rod | Jul 5, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4 JY 12…Some biotech strength in usual suspects but exciting news drives smaller more speculative stocks. Recursion pharmaceuticals (RXRX) up 78% on $50M Nvidia drug discovery deal. As rumored AI meets biotech.Trading rally for sure as more AI plays...
by Raynovich Rod | Jun 26, 2023 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 Flashback from 1/19 and 2018 Performance. Big winner in 2018 was MRK up 33% to $76.41 but 2018 was a bad year with the XBI down 15% to $71.75. But Regeneron was a bargain on 1/19 at $373. Update-1 6/27…A bad day for Biotech but a nice rally day for Tech...
by Raynovich Rod | May 30, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update -1 3/31 2P EDT. With momentum easing in Chip and IT trades this can be a good entry point for large cap biopharma stocks ahead of ASCO June 2: GILD, MRK so stay tuned. Also for value “bottom fishers” Pfizer offers a good yield of 4.4% with a FWD...
by Raynovich Rod | May 22, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 5/27/23… Not a great week for healthcare stocks or anything other than IT and the QQQ up 3.59%. S&P 500 Healthcare down 2.93%, Materials down 3.14%, Staples down 3.21%. No debt ceiling deal, recession watch is on. So Karen Firestone, former manager...
by Raynovich Rod | May 8, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 5/9/23 Biotech holding up nicely. XBI up 1.48% to $86 handle. CRSP up 14% to $64 handle, NTLA up 2%. GILD in buying range under $80 with 3.76% dividend, FWD PE of 10.9 and strong position in HIV/Aids, viral hepatitis, coronaviruses and emerging portfolio in...
by Raynovich Rod | Apr 20, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks-Brief Recap for the Week ending 4/28 A nice steady day holding on to gains with the Russell 2000 up 1.015, the NASDAQ up 0.69%,DOW 30 up 0.8% and the S&P 500 up 0.83%. Life science ETFs for the WEEK: XLV down 0.57% to $133..53, IBB down 2.21%...
by Raynovich Rod | Apr 3, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/5/23…2:20p EDT..Healthcare and other defensive groups continue to run up as concerns grow about rising rates in a slowing economy. Biopharma +2% movers:AZN, GSK, LLY, MRK,PFE, RHHBY, VRTX. UNH up 3.48% to $510,XLV up 1.79% to $133.28. SMID lagging...
