by Raynovich Rod | Sep 26, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still...
by Raynovich Rod | Sep 15, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 …9/22…3P EDT–Healthcare stocks trying to hold up: XLV up 0.69% up from recent lows of $122. NASDAQ down 1.62%. Weak sectors Consumer Discretionary, Financials , Industrials, Large cap biopharma and HC strong: ABBV, BMY, JNJ, MRK,PFE, REGN,...
by Raynovich Rod | Aug 28, 2022 | 2024-25 Life Science Portfolios, Macro
Update-1 Third Day this week of flailing around in the red, even AAPL down 1%. Small cap winners: EVH,MRTX, QDEL speculative ETFs: ARKG up 1.31%, XBI up 0.72% at $83.70 IBB flat at $121.46, XLV down 0.64% at $124.76. Notable biotech movers: CYTK up 3.78% at $52.96,...
by Raynovich Rod | Aug 14, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile seasonality and inflation data. Small cap strength:ARKG up 2.39%, IJR...
by Raynovich Rod | Aug 6, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 on JY 11 We will offer 3 updates in coming days: Healthcare Model, Large Cap Biopharma and Small/mid caps. Here are some notes on today’s market action: Momentum appears to be ebbing on profit taking.A bit of sector rotation into energy today with XLE...
by Raynovich Rod | Jul 19, 2022 | 2024-25 Life Science Portfolios
Broad Market Rallies Despite Currency Headwinds Healthcare (XLV) was down 2.11% yesterday but stabilized today at $129 handle. MedTech (IHI) is up 2.8%. a must have sector in your healthcare portfolio. Small Cap Biotech very strong with XBI up 4%. HealthCare and...
by Raynovich Rod | Jul 17, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 JY/21…Small Cap Rally Intact especially with Speculative Stocks Ok we got our nice small cap rally. Most of these stocks are somewhat isolated from macro and financials. But they need fresh news with pipeline updates. Mirati Therapeutics up over 15%...
by Raynovich Rod | Jul 11, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-3 JY 15 3:30p… Broad rally led by DOW up 1.91%. Healthcare rally XLV up 2%, led by vaccine stocks as variants like BA.5 infection case counts pick up. MRNA, BNTX, NVAX all up over 3%. Novavax (NVAX) vaccine approved yesterday . Boosters being urged....
by Raynovich Rod | Jul 5, 2022 | 2024-25 Life Science Portfolios
UPDATE-1 JY7 Biotech rally intact. The rally from the June 15 bottom and breakthrough technicals on June 23 is confirmed. Biotechs were so beaten down with valuations at cash levels. Our new picks among smaller cap biotechs have done well this week. We will summarize...
by Raynovich Rod | Jun 27, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 July 5 11a EDT Rally in speculative biotech stocks with XBI up1.85% to $77 handle. Early movers: AGEN, CRSP, CYRX, DNA, QDEL, ROIV, VCYT all on our focus list. Added to Moderna (MRNA) at $153. Market indices in red on recession fears with S%P 500 down 1.9%...
