by Raynovich Rod | Mar 11, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 3/19..2:40p EDT..Stealth rally pre-FED day, call it an AI rally as all major indices are up. 10 year at 4.295%.If TSY yields stays down then small caps can follow: SMID Biotechs UP today are :CRBU, CBRX, CRMD,CYRX, PACB, SUPN etc with some buying in XBI at...
by Raynovich Rod | Feb 26, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...
by Raynovich Rod | Feb 20, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 2/23/24. You know the story by now it’s all about AI and NVDA. As my friend said in the mid -90s “there is no end to chips Rod”. Overall one of the best weeks for the market but of course led by technology stocks. The equal weight small cap...
by Raynovich Rod | Feb 12, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1..2/15/24…Post from 9/23 biotech bottom when we picked ABBV,GEHC. Near/at new 52 wk. highs : ABBV, LLY, MRK, VRTX, XPH etc. Update- -2/12/24….Gilead Sciences responds immediately to recent trial disappointment to buy CymaBay,a $4.3B deal expanding...
by Raynovich Rod | Feb 5, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are coming back since late 2023. So the weighting of large cap biophharma...
by Raynovich Rod | Jan 31, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Update-4. 2/15….2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my...
by Raynovich Rod | Jan 22, 2024 | 2024 Rayno Biopharmaceuticals Portfolio
Update -5 1/28/24…Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA cap earnings and biopharma large caps – LLY, MRK,REGN,...
by Raynovich Rod | Jan 15, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 1/19/24 2:45 EST ……XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST…...
by Raynovich Rod | Jan 9, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/11/24 10:21 A EST …..Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day Two The rally ebbed today as TSY yields rose yet there were good...
by Raynovich Rod | Jan 8, 2024 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Healthcare Playbook -JPM Day One 1//24 Momentum resumed in many small cap biotech stocks today helped by dealmaking. The IBB was up 2.4% to $139.39 and the equal weighted small cap XBI was up 4.6% to $93.42. Among the big movers on our SMID Focus list below are:...
