by Raynovich Rod | Mar 21, 2022 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
3/25 2:30 p EDT Large cap core holdings near 52 week highs: ABBV, BMY, MRK, REGN, RHHBY, VRTX. Recent trades doing well: EDIT, EVH. Sold MRNA at a small profit. XBI stalled near $90. SMIDs in the red. Vaccines losing ground BNTX, NVAX MRNA. Energy financials and...
by Raynovich Rod | Feb 28, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 3/2…Broad rally takes all sectors higher. Powell confirms 0.25% rate incr and talks the talk.A bit of rotation to the re-opening trade with industrials, ag and rails moving up. Core large caps up:ABBV, GILD, JNJ, REGN,VRTX. Med-tech up:...
by Raynovich Rod | Feb 14, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 2/25 Broad Rally Includes Materials XLB, Financials XLF and Healthcare XLV. Dow leads up 2.44%.Investors seek safety of large caps with dividends. XLV up 3% to $130.93. IBB up 1% XBI up 0.43%, QQQ up 1.3%. Large cap leaders: UNH and PFE up over 4%, AMGN AZN...
by Raynovich Rod | Feb 8, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
At close 2/11: Another crappy day now with Ukraine Crisis coming to fore. But some large cap biopharmas get green: BMY. GILD, REGN up 3.27%, and PFE. Nibbled on NeuroCrine (NBIX) at $85. Update-3 2/11 12p EST…Small caps fight the headwinds but “hold the...
by Raynovich Rod | Feb 1, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Another Roller Coaster Week helped by AMZN earnings and jobs report.. Healthcare SPDR Sector (XLV) up 1.39% for week, (4.19%) YTD; IBB up 2.08% for week, (14.4%) YTD; XBI up 2.49% for week, (18.9%) YTD. Large cap healthcare stock leaders over 52 weeks: UNH,...
by Raynovich Rod | Jan 31, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Feb 6 After a little pop up on Friday we have identified a few trades on technicals. We noticed on screening small cap biotechs that about 90% are at the bottom of their 52 week range. From ARKG holdings two trades and former high fliers: PACB and TDOC. Also...
by Raynovich Rod | Jan 23, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 AAPL ignited rally? Either by oversold conditions or good earnings by AAPL and MSFT we have lift -off from the bottom. If your speculative biotech stocks did not go up today you may want to dump it. Our mid-cap focus list saw nice gains except for CRSP. ARKG...
by Raynovich Rod | Jan 17, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/22 …More Freefall on Friday Yesterday’s freefall action felt a lot like 2001 when the market was trying to digest the 1999 bubble days.As we have been saying for many months once the momentum slowed stay away from speculative stocks without financial...
by Raynovich Rod | Jan 9, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-5 Traders alert! a green tape showed up. Update-4… Biotech stocks continue to sink along with momentum driven overvalued tech stocks. Not much you can do but hold large cap dividend producing stocks. Or look for proven winners that were carried down with...
by Raynovich Rod | Jan 3, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/7/22…JPMorgan Healthcare Conference next week We will cover selected stocks . Watch key ETFs for trends: IBB, IHI, XBI, XLV. can small cap biotech rally? Even FBT 30 pts above its 3/20 lows? ====== Update-2 1/5/22…FED spook day. Biotech still looks...
