by Raynovich Rod | Feb 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ….2/14/25…Happy Valentine’s Day!… RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29% in 5 days. Jumped into REGN too soon down 4.57% In 5...
by Raynovich Rod | Feb 3, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 …2/7 1;30 EST Risk off for SMID biotech caps on MACRO news and technicals. XBI down 2%.Renewed tariff threats. BIG tech feeling the heat on CHINA trade war? Consumer sentiment hits 7 month low. Update-1 2/4/25 315p EST…Nice little rally in...
by Raynovich Rod | Jan 27, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Looks Good for Biotech Stocks-Why we are bullish. Technicals and Relative Strength (RSI) are lined up for bullish trades and good momentum. Biopharmaceuticals offer good value and new themes such as obesity and neuroscience. Innovation and M&A will drive SMID caps...
by Raynovich Rod | Jan 20, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 1/23/25…Biotech SMIDs continue to rally: Added to BMY with a 4% yield and strong technicals. Momentum ETFS in biotech up :ARKG XBI. Check SMID trading list: ADPT, BBIO, EXEL,GH, PTGX etc. LARGE CAPS look solid: BMY, GSK, LLY, NVS,...
by Raynovich Rod | Jan 13, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 1/14/25…Further Updates from JPM Healthcare will be delayed due to WEB Publishing issues (hacks) and travel plans. 1/15/25…10a EST –Core CPI is 0.2% lower than 0.3% expected so its a GREEN SCREEN Day— RISK ON. JPM Healthcare Conference...
by Raynovich Rod | Jan 6, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 1/12/25….It’s JPM Healthcare Week with markets under pressure from rising rates and so many changes going on. XLV stalled at $140 level down over 0.945 over one year, XBI and IBB actually down over one year. Bank earnings an and inflation data in...
by Raynovich Rod | Dec 30, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 1/3/25…10:55 EST. SMID biotechs bounce with all tracking ETFs up: ARKG, IBB, XBI. Select Winners over 12 mos. from our trading list: ADPT up 39%, CPRX up 25%, CRMD up 119%, EXEL up 41%, GH up 21%. NTRA up 165%, PTGX up 69%, SUPN up 32%, TWST up 35%,...
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 10, 2024 | Biopharmaceuticals
UPDATE-3 12/20…Back for the CHRISTMAS RALLY Well we are back from holiday and today was a nice 1% plus rally on huge volume led by usual suspects AAPL, AVGO, GOOGL and JPM etc.plus a broader rally with the equal weight S&P 500 (RSP) up 1.4%. EVEN healthcare...
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...
