by Raynovich Rod | Nov 14, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 11/16 …Healthcare Stocks Underperform-Rotation or Head- Fake? Many of our picks are up over 10% in two weeks so it is not surprising that momentum has eased.However the market has pivoted over the past few days on the expectation of COVID vaccine...
by Raynovich Rod | Nov 9, 2020 | 2024-25 Life Science Portfolios
Update-2 11/11…Reversal of reversal..Chips are strong, Techs are back..Biotechs holding (XBI) up 1%, (IBB) up 1%. Coronavirus stocks show gains:testing- ABT, CODX, GNMK,HOLX, OSUR, QDEL; vaccines-AZN, MRNA,NVAX ; TDOC. Biotech notable gainers: ALLO, BHVN,...
by Raynovich Rod | Nov 8, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Healthcare Stocks Rally Huge-Over 5% in One Week Uncertainty over election whipsaws healthcare stocks. Market Likes Gridlock from election? Legislative action on drug pricing unlikely. Focus should be on fighting the Pandemic and passing a Stimulus package. Over a two...
by Raynovich Rod | Oct 25, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 10/29. 1p EDT…Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN) holds $216 after beat, osteoporosis drug opportunity. Early...
by Raynovich Rod | Oct 19, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 10/21 11a EDT Another day with a brisk sell-off in momentum stocks. Coronavirus plays hit hard: BNTX, QDEL, NVAX, OSUR etc. Is this sentiment shift from lack of stimulus or just election anxiety? After the close: CRISPR Therapeutics (CRSP) down 12.95% to...
by Raynovich Rod | May 25, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Momentum Continues 5/29…We will update the coronavirus trade tomorrow so sign up! Today the market recovered (NAZ up 1.4%) after Trump’s rant against China. With no new news like tariffs it’s back to “don’t fight the tape, don’t...
by Raynovich Rod | Feb 13, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 Mid-day trading 2/21 NAZ down 1.14%-Biotech stocks held their levels on a down day. Most large cap Raygent focus stocks are in green: ABBV,BMY,GILD up 4%, RHHBY. Mid-caps are mixed but BMRN is up 5%. Healthcare sector was a leader up 0.1% ============...
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 15, 2019 | 2024-25 Life Science Portfolios
Update-12/17. Amarin (AMRN)- A Sell on the News? AMRN stock tanked another 6.7% today on last weekend’s news of the FDA approval of VASCEPA. This is what happens with momentum stocks with a well know story.The stock moved from the $25 level at Friday’s...
by Raynovich Rod | Oct 28, 2019 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update 10/30 1:45 pm EDT Markets weak on China deal, PMI data Sold CRSP at $50.with 25% gain in 2 weeks; will get back in on weakness. XBI off 0.89%, IBB down 0.85%, NAZ off 0.44%. BMY up 1.5% near 52 week highs. Teledoc (TDOC) a top 2019 small cap pick up over 12% on...
