by Raynovich Rod | Jun 21, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 June 22…Market ends trading day flattish with usual choppiness focused on macro after Powell speaks. Recession fears dominate with energy stocks down again. Bright spot is healthcare sector led by large caps with nibbling in beaten- up small caps. Like...
by Raynovich Rod | Jun 13, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 6/20 10:30p PDT…. Futures are up poised for a nice rally tomorrow. Last week even healthcare stocks hit new YTD lows with the XLV down 14.91% YTD now at $119.89. Even large cap biopharma stocks have sold off over the past month. ==== Update-1 FED raises...
by Raynovich Rod | May 30, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks, Macro
Update-4 June 8 Sideways market with trading opportunities in Small cap biotechs. With markets so choppy day to day and volatile within day it is hard to trade. But in my most recent trades I am more hopeful with this buying window. The bellwether remains XBI which...
by Raynovich Rod | Apr 4, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 …4/6 In volatile end of day trading with Tech stocks and the NASDAQ hit hard down 2.2%, healthcare stocks were winners with the XLV up 1.5%. Other sector winners were staples, energy, real estate and utilities. As one pundit put it, ” the FED is...
by Raynovich Rod | Mar 28, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
4/1/22 Blah market but biotech and healthcare holds.Rally at last 30 min. Spec small caps on a green screen with both ARKG and XBI up. We are trading these stocks off a bottom. IWM up 0.9% to $207 level. Gene therapy stocks rallying: CRSP, EDIT, NTLA. Large caps...
by Raynovich Rod | Mar 21, 2022 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
3/25 2:30 p EDT Large cap core holdings near 52 week highs: ABBV, BMY, MRK, REGN, RHHBY, VRTX. Recent trades doing well: EDIT, EVH. Sold MRNA at a small profit. XBI stalled near $90. SMIDs in the red. Vaccines losing ground BNTX, NVAX MRNA. Energy financials and...
by Raynovich Rod | Mar 7, 2022 | 2024-25 Life Science Portfolios
Broad Market Rally-Russell 2000 up 1.69*% ,small caps soar off bottom. Update-4 March 17 Strong week trading rally favors beaten down momentum stocks: CRSP, CYRX, TDOC, PACB, VCYT. And led by momentum small cap ETFs like ARKG and XBI. Evolent Health (EVH) is up 20%...
by Raynovich Rod | Feb 1, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Another Roller Coaster Week helped by AMZN earnings and jobs report.. Healthcare SPDR Sector (XLV) up 1.39% for week, (4.19%) YTD; IBB up 2.08% for week, (14.4%) YTD; XBI up 2.49% for week, (18.9%) YTD. Large cap healthcare stock leaders over 52 weeks: UNH,...
by Raynovich Rod | Jan 31, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Feb 6 After a little pop up on Friday we have identified a few trades on technicals. We noticed on screening small cap biotechs that about 90% are at the bottom of their 52 week range. From ARKG holdings two trades and former high fliers: PACB and TDOC. Also...
by Raynovich Rod | Jan 23, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 AAPL ignited rally? Either by oversold conditions or good earnings by AAPL and MSFT we have lift -off from the bottom. If your speculative biotech stocks did not go up today you may want to dump it. Our mid-cap focus list saw nice gains except for CRSP. ARKG...
