by Raynovich Rod | Dec 20, 2017 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for...
by Raynovich Rod | Dec 14, 2017 | Biopharmaceuticals
Update 12/18 Market Rockets to Records But Biotechs Left Behind Ebullience reigned today stoked by tax cuts around the corner. Although many talking heads have said that the tax cuts are “baked in” it seems that a new view has emerged that equities still...
by Raynovich Rod | Dec 7, 2017 | Biopharmaceuticals
Update 12/12/17 Biotech Rally Stalls at Resistance Celgene (CELG) holds $109. Mid-caps red especially INCY PTLA RDUS. Mixed market on low volume. Alexion (ALXN) trying to bounce. =============== Update 12/10/17 Can the biotech rally continue this week with ASH news?...
by Raynovich Rod | Nov 29, 2017 | Biopharmaceuticals, Life Science ETF's and Mutual Funds, Macro
MegaCap Tech Stocks Take a Big Hit-Volatility Rising in a Sector Shift Market Rotation Supports Overall Market-S&P 500 Stable today up 17% YTD Sluggish Biotech Now Just a Market Performer With IBB up 17% YTD The booming tech sector sold off today with the XLK...
by Raynovich Rod | Nov 20, 2017 | Biopharmaceuticals
11/29/17 Market Reversal in Early Trading 11:35a -FAANG sell-off Stocks show a rotation out of technology and into financials and cyclical consumer goods. XLK is down 2.2%, XLV up 0.66%, IBB up 0.42% with large caps holding. 11/28/17 Biotechs Treading Water But Many...
by Raynovich Rod | Nov 16, 2017 | Biopharmaceuticals
Biotech Correction: Sell-Off Has Reached 10% over Three Months Biotechs under pressure-has revenue growth slowed? Technicals-a break through bottom channel. Need a bounce today. Celgene is a bellwether. A buy in the $102 range. Biotech stocks have been weak since Q4...
by Raynovich Rod | Nov 13, 2017 | Biopharmaceuticals
Biotech Hangover from Earnings Clouds Outlook Healthcare sector (XLV) lagging technology (QQQ) and FAANG stocks. No earnings catalysts until Jan 2018 but Q4 has seen strong seasonality. Technicals rule as sellers predominate. Bull market is intact. On October 16 we...
by Raynovich Rod | Nov 6, 2017 | 2025 Rayno Biopharmaceuticals Portfolio
Update 11/8/17 …Per comments on Monday. Celgene (CELG) technicals are holding at $102-103 so we will add CELG to the Rayno Portfolio at a price of ~$102.5. The stock was battered on earnings news so we see good value and potential for long term growth. Forward...
by Raynovich Rod | Nov 1, 2017 | Biopharmaceuticals
BioBeat Market Update…Technicals Firming Up 11/3/17 11am A lot of green screen today so time to nibble but I would prefer to pick stocks rather than play the ETF game. Recent trades we made are: sell XBI at $87, buy PFE at $35 and today buy CELG at $100. No...
by Raynovich Rod | Oct 16, 2017 | Biopharmaceuticals
Risks Rising for Healthcare Sector As Harsh Political Rhetoric Returns Trump returns to drug pricing attacks. Healthcare sector lags. Opioid crisis blames drug distribution companies for easy access. Sector on hold awaiting Q3 earnings: XLV down 0.44% today near its...
