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 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 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...
by Raynovich Rod | Jan 1, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 Jan 5, 2021 Nice Reversal to the Upside! Energy stocks rock! NASDAQ moved up 1% and the S&P followed up 0.71% both near highs of the day. Energy stocks were a big gainer with the XLE up 4.5% and the metals ETF up 5%(XME) a new trend in materials and...
by Raynovich Rod | Dec 31, 2020 | 2024-25 Life Science Portfolios
Happy New Year 2021! We had some technical issues with our WEB site that were compounded by holiday support availability. In the coming weeks we want to provide important life science market updates. As you know early January can be volatile from the earnings updates,...
by Raynovich Rod | Dec 21, 2020 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 12/21…a good day despite flat indices with the XBI up 1.68% to $150, IBB flattish at $156. Momentum still favors small cap speculation. Gene therapy stocks are running hard but I own EDIT up 29% to $84 ! Other big movers are CRSP,NTLA and SGMO....
by Raynovich Rod | Dec 14, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1. 12/15…With Biden being declared a winner the focus of macro turns to stimulus talks and the FED Meeting tomorrow. The market ebullience returned today with all major indices up over 1%. The Pfizer vaccine is rolling out with Moderna expected next. With...
by Raynovich Rod | Dec 6, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-4 12/10….Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease; Sangamo (SGMO) up 50% on Hemophilia A gene therapy. Gene therapy...
by Raynovich Rod | Nov 29, 2020 | 2024-25 Life Science Portfolios, Biopharmaceuticals
November Rally in Biotech and with Broadening to Other Sectors Small caps taking off including XBI up 12%, IWM up 16.5% (11.2% YTD). Healthcare lagging a bit with the XLV up only 3.35% vs SPY up 7.5% (12.6% YTD). Re-openng trade movers: XLI up 14.75% at $88.11; XLE...
