by Raynovich Rod | Nov 18, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Macro
Update-1 11/20/24 …Can UNH save the healthcare sector, up 4.08% to $600+. Large cap biopharmas show some gains: ABBV up 0.71%, AMGN up 2.83%, GILD up 1%,LLY +0.3.24%, MRK+0.93%,VRTX+0.71%. XLV up 1.18% to $142.88. SMID caps: GEHC up 2.88%, NTRA up 3.57%, SUPN up...
by Raynovich Rod | Nov 7, 2024 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
11:11 am on 11/11/24….SMID rally continues led by ETFs and seasonally XBI up 0.85% to $105 level. STRONG MOVERS: ARKG, ADPT, CRBU, CRMD,CYRX, DNLI, EVH, PACB, VCYT etc SMID Biotech Stocks are Primed for GOOD GAINS With election uncertainty over and a benign...
by Raynovich Rod | Oct 29, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-2 11/1/24…Market recovered from big losses yesterday with some buying in to XBI to the $99 level again.IBB remains choppy but up about 1% for the week. LOTS of green among SMID caps today: ADPT, CRBU, CRSP, DNLI, ILMN, EXEL, PACB,TEM etc. KUDOS to...
by Raynovich Rod | Oct 21, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
10/28/24….Movers from a new hot disease areas of kidney disease. Vera Therapeutics soars 15% on Phase 2b results for kidney drug. VERA is up 207% YTD. EyePointPharmaceuticals (EYPT) up 27% on interim data for Diabetic Macular Edema. 10/27/24…Update-2...
by Raynovich Rod | Oct 14, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 …10/17…Earnings Abbott (ABT) returns to growth in MEDTech: Raises EPS. a strong hold with DIV. of 1.88%. United Health (UNH) a core holding in any healthcare portfolio navigates increasing medical costs and cyberattack. Updated at 11:30a 10/18....
by Raynovich Rod | Oct 7, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 10/11..3:30P SMID cap rally underway . Check list below for movers. ARKG up 3.9%.XBI up 2.25% off bottom. MOVERS: CRBU,CRMD, DNLI,ILMN,NTRA,SUPN,TEM ,TWST,PACB, VCEL, VCYT, etc. Strong earnings from banks supports bullish outlook through end of year....
by Raynovich Rod | Sep 30, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
by Raynovich Rod | Sep 23, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Tools and Diagnostics Portfolio
Update-1 9/26/24… SMID CAP trading list movers today: ADPT, ARKG, CRMD, PACB,RXRX, TEM, TXG, TWST, with IBB up 1.09%. We will summarize complete list over the weekend. Adaptive Biotechnologies (ADPT), soars 22% on European certification. CorMedix...
by Raynovich Rod | Sep 16, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 …Stocks Surge under FED’s new “Recalibration” Policy After some hesitation and whipsaw action yesterday the 50bps rate cut by the FED sparked a broad rally today with the NAZ leading up above 2.5 %. Many talking heads and economists...
by Rod Raynovich | Sep 2, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 9/11..Selective SMID biotechs ran up today along with the mid day reversal in the tech stocks showing speculative interest remains in the market. Watch ARKG and XBI for strength. Some big movers this week: ADPT,CRBU CRMD,DNLI, NTRA, ROIV,VCYT. But SUPN was...
