by Raynovich Rod | Jan 29, 2020 | medtech
New Buy Ideas for 2020-Biopharma and MedTech New Buy Idea -Glaukos (GKOS) for ophthalmic disease therapies If you have been reading my recent posts I have been cautious on adding new positions since the JPMorgan Healthcare Conference. After the nice Q4 run-up it would...
by Raynovich Rod | Jan 26, 2020 | Biopharmaceuticals
Update-2 1/30 a Mid-day trading- Bearish pattern emerging Many of our indicators have turned bearish: XBI down 1.8% under $90, red screen in mid-caps, large caps at lows for the day, IWM at day lows etc. Fears about coronavirus causing buyers strike? Risk-off, even...
by Raynovich Rod | Jan 22, 2020 | Biopharmaceuticals
Update-1 Jan. 23 With IHI down 0.86% but most medical device stocks are near one year highs. Notable movers up today: Interactive Surgical (ISRG) up 0.78% on earnings report, iRhythm Technologies (IRTC) up 3.69 % to $89.27, Teledoc (TDOC) up 1.36% to $102.80....
by Raynovich Rod | Jan 21, 2020 | Biopharmaceuticals
Update-1 We remain on hold for taking on new positions. Biotech and healthcare stocks have made nice gains so let’s get through the earnings cycle. Markets are jittery despite rush to new highs at opening, S&P 500 down 0.82%, as of mid-day trading over...
by Raynovich Rod | Jan 16, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Momentum is Easing in Biotech -Is the JPMorgan rally Over? We need to see which stocks hold up when momentum decelerates. it has been a good run for the week but not too frothy.We are “content challenged” in that we sat through three days of interesting...
by Raynovich Rod | Jan 14, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
JPM Notes #2 : Investors buy into Life science innovation After a lackluster day Monday the tape for JPM life science sector stocks picked up with a decent rally. Major ETFs reversed the trend from yesterday with the IBB up 1.64% and the XBI up 2.94% despite NASDAQ...
by Raynovich Rod | Jan 13, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 1/14/2 12:30 EDT…Very Bullish Tape today–Update at Close IBB up 1.27% , XBI up 2.47%. Gene therapy stocks are on a tear even before BLUE and EDIT (both up >5%) present later today and tomorrow. ===== J.P.Morgan Healthcare Conference Notes #1:...
by Raynovich Rod | Jan 6, 2020 | Biopharmaceuticals, Macro
Update-1 1/9/20 “Sigh of Relief” rally for second day -Don’t Fight the FED Dont confuse a momentum rally with fundamental analysis as we are at new highs with market PEs>18. Large cap biiopharmas are at new highs Mid-cap 2%+ winners today: ACAD,...
by Raynovich Rod | Dec 22, 2019 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 January 2 , 2020. 12:11 EST….. Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and small caps are weak despite NAZ up 0.66%. Russell 2000 is down 0.79%....
by Raynovich Rod | Dec 17, 2019 | Biopharmaceuticals
update 12/21…Looks like all problems have been cleared and content visible. ====== You may have experienced site problems yesterday related to hosting but all content should be available today; update later today.
