by Raynovich Rod | Jun 30, 2018 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Biotech Bull Market: Up 25.39% Over 2 Years With High Volatility XBI Outperforms Up 12% YTD; FBT is Comparable, IBB lags. Three Funds did well in H1 2018 (7-9%). Biotech stocks peaked in July 2015 and reached a bottom on 10/31/16 gradually clawing their way back to a...
by Raynovich Rod | Jan 4, 2018 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Life Science ETF's and Mutual Funds
Biotech ETF Performance Updates as of 4/11/18 YTD FBT First Trust NYSE Arca Biotech ETF is the leader in 2018. FBT up 7.45% Top Five Holdings are: AVXS, NKTR, XON, AGIO, TECH. The holdings are quite different than the large cap weighted FBIOX and IBB. XBI up 3.75% at...
by Raynovich Rod | Sep 22, 2017 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Biotech Bull Market: XBI is leader for 2017 and Over Five Years The FBT First Trust Arca Outperformed Up 157% Over Five Years In 2016 the Sector Underperformed After the 2015 Downdraft Here is our July 2013 review of several top Life Science Funds and ETFs . Over five...
by Raynovich Rod | Aug 7, 2017 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools
8/10 Red Screen in the Morning We cautioned on XBI at $78 on 7/31 and today it broke through support at $75 to $74.70. ======= 8/9 Update After Close: A Bit of Caution after Trump’s “Fire and Fury” Talk Investors are holding off as global risks rise...
by Raynovich Rod | Jan 13, 2016 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools
Green Screen Alert Market Update…IBB up 4% today erasing most of Wednesday’s Losses but we are still down 13.86% for the five day period. Nasdaq rallied 1.97%. Rayno Biopharma top winners: ABBV up 6.56%, ALXN up 5.93%, AMGN up 5.29%,BIIB up 4.98%, REGN up...
by Raynovich Rod | Jan 12, 2016 | 2024-25 Life Science Portfolios
J.P.Morgan Conference: Relief Rally in Life Science Stocks After Rough Start to 2016 Green screen day with improved macro and healthcare sector leading Who knew biotech stocks traded with energy? Over the next few days we will review themes and companies from...
by Raynovich Rod | Nov 19, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI up 1.92%, XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable...
by Raynovich Rod | Sep 24, 2014 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 …After 1.94% NASDAQ Sell-Off All three market indices got crushed today with a downdraft attributed to ending of QE, rising i rates in 2015, a rising dollar and just plain profit taking. A 3.8% hit on Apple (AAPL) did not help support the QQQ which also...
by Raynovich Rod | Dec 19, 2013 | 2024-25 Life Science Portfolios, Macro
Taper Lite With Zero Interest Rates The big FED Meeting with the Bernanke farewell concluded with “taper lite”, optimism on the economy and continued low inflation. The FED decision to roll back its economic stimulus was welcomed by investors boosting the...
by Raynovich Rod | Sep 24, 2013 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Life Science Sector at or Near YTD and All Time Highs Fidelity Fund (FBIOX) Outperform ETFs Over the past 3 years we reviewed how ETFs complement a biotechnology investment strategy and compared three of the largest and most liquid : FBT, IBB and XBI (see the...
