by Raynovich Rod | Oct 18, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 …10/21Abbott (ABT) stock soars 7 points since earnings beat.Guidance raised. Update-1 10/19 …Healthcare Stocks Get a Lift from JNJ up 2.34% to $163 handle on an earnings beat with raised guidance.Is the JNJ vaccine the comeback kid because of mix...
by Raynovich Rod | Oct 11, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Macro
Update-3 10/15/21 10/15/21…9/20a Broad rally carries biotech stocks off recent bottom with IBB to $155 to $157.87…XBI up 1.67% to $127.10. But technology shares gave been stronger. Retail sales rise 0.7% despite supply chain issues. Pre-market looks good...
by Raynovich Rod | Oct 4, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals, vaccines
Update-2 10/7/21…Nice broad rally day with temporary relief from the political spat on the debt ceiling. All of our mid-cap focus stocks were up: CRSP CYRX PACB QDEL and VCYT. We need to get confirmation of bottom on small/mid caps in life science stocks with...
by Raynovich Rod | Sep 20, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update 3…IBB teetering along SEP Support of $170: 9/24..A lot of red today XBI down 2%. Large caps down as well. BNTX down over 5%. Update-2 Another good day for life science stocks. Still expecting a Q4 biotech bounce in small/mid-cap stocks. FED Meeting...
by Raynovich Rod | Sep 16, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Biotech Bounce in Mid-Small Caps- life science stocks find buyers. Bellwether tickers : ARKG up 3% to $83.93, XBI up 1.44% to $132.88. Update-1 …Triple witching selling pressure again as expected but a little green at the end of day. DJI down 0.48%, NASDAQ down...
by Raynovich Rod | Sep 9, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 Five days of selling but looks like routine re-balancing at market highs. NASDAQ leads way down 0.7% Whether it is concerns about Washington or a seasonal buyers strike or even an extended summer vacation who knows? The 3.3% drop in AAPL on App Store ruling...
by Raynovich Rod | Aug 23, 2021 | Healthcare stocks, vaccines
Update-2 Powell talks taper as market rises. All indices were up in early trading with NASDAQ up 0.96%.Cyclicals were leading with energy XLE up 3%, industrials XLI up 0.88%, and XLF up 0.9%. A “risk-on” trade was developing with the IWM up 2.5% and the...
by Raynovich Rod | Aug 16, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 8/20 After a choppy week, many smaller caps turn green ! Small cap life science stocks have been in a steady sell-off but the tape looks better today. All of our recent top picks are up: CRSP, CYRX and VCYT. Indicators for momentum are also up: ARKG and XBI....
by Raynovich Rod | Jul 26, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks Are Tracking Well-Indices are at Record Highs Look to Large Cap Biopharma earnings in coming weeks. Pfizer on Wednesday. Momentum in speculative small caps are lagging so may need to wait for Q4. Macro concerns lie ahead: China, Infrastructure deal...
