by Raynovich Rod | Feb 28, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of an improving economy.The Ten Year Treasury Yield dropped to 1.446% off...
by Raynovich Rod | Feb 22, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 2/25…Correction seems more real just after market indices hit new highs yesterday: QQQ down 3.49% piercing 200 MA at $312.83. An unusual down day when both bonds and stocks take a hit over concerns about rapidly rising 10 yr TSY rates now yielding...
by Raynovich Rod | Feb 15, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/17-11a…Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with slight gains for the DOW, Financials were strong with TSY yields...
by Raynovich Rod | Feb 7, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark Diagnostics (GNMK) up 33% to $22.46 on rumors of being acquired, but...
by Raynovich Rod | Jan 31, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO, NVAX: MRNA downgrade by BofA. Bipartisan stim talks ongoing. ======...
by Raynovich Rod | Jan 25, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody mirroring the therapeutic potential of the Lilly (LLY) developments....
by Raynovich Rod | Jan 19, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 Biotech Momentum Slows but Holding Near Top-XBI at $152. Most of the market focus has been on COVID vaccines supply and distribution but major earnings calls roll out next week. Vaccine stocks rally today as market is hopeful of more product coming: AZN,...
by Raynovich Rod | Jan 16, 2021 | Biopharmaceuticals, vaccines
J.P. Morgan Healthcare Conference On a Rally Week-COVID Vaccines based on mRNA Platform COVID Vaccine availability drives the market and the global economy. The Vaccine market is huge with a long term need because of more viruses. The U.S COVID vaccine rollout is a...
by Raynovich Rod | Jan 13, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you might expect in a bull market for biotech. We reviewed rather quickly...
by Raynovich Rod | Jan 10, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Best Biotech Trades of 2020. We were on vacation over the past week and that combined with all the crazy mob news from the Capitol combined with the worsening pandemic makes it hard to focus . Nonetheless stocks are booming and many financial writers and analysts feel...
