by Raynovich Rod | Nov 15, 2021 | 2024-25 Life Science Portfolios
11/18/21…UPDATE. 230p EDT Life Science Stocks Lag Techs and Semis.. Major Indices are flat. Small cap stocks have lost momentum in a market that favors big tech and new themes like digitalization of the economy, EVs and the metaverse. It is...
by Raynovich Rod | Nov 7, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Macro
11/9…at close..NASDAQ lower by 0.6% after 12 day win streak. IBB down 1.34% coinciding with Biden drug pricing proposal? Large caps mixed but no sell-off. Sold my ARKG and XBI trades at about 3% profit. Vaccine stocks weak. Mid-cap focus stocks weak. Mid-cap...
by Raynovich Rod | Oct 31, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 11:30 a EDT 11/5 …Disruption from Pfizer for Coronavirus Stocks: Pfizer shares up 8% on new experimental antiviral pill tea cuts hospitalization rates.Covid vaccine and diagnostics stocks hit hard : BNTX down 19%,MRNA down 21%, QDEL down 6%, REGN down...
by Raynovich Rod | Oct 25, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 11am 10/28 Rally Time! NAZDAQ up 1.22% to 15422. This rally could be signaling Biden getting his economic bill approved without Medicare Drug legislation and less onerous taxes. We’ll see. Apparently all new benefits in the bill are paid for?!...
by Raynovich Rod | Oct 18, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 …10/21Abbott (ABT) stock soars 7 points since earnings beat.Guidance raised. Update-1 10/19 …Healthcare Stocks Get a Lift from JNJ up 2.34% to $163 handle on an earnings beat with raised guidance.Is the JNJ vaccine the comeback kid because of mix...
by Raynovich Rod | Oct 11, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Macro
Update-3 10/15/21 10/15/21…9/20a Broad rally carries biotech stocks off recent bottom with IBB to $155 to $157.87…XBI up 1.67% to $127.10. But technology shares gave been stronger. Retail sales rise 0.7% despite supply chain issues. Pre-market looks good...
by Raynovich Rod | Oct 4, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals, vaccines
Update-2 10/7/21…Nice broad rally day with temporary relief from the political spat on the debt ceiling. All of our mid-cap focus stocks were up: CRSP CYRX PACB QDEL and VCYT. We need to get confirmation of bottom on small/mid caps in life science stocks with...
by Raynovich Rod | Sep 27, 2021 | 2024-25 Life Science Portfolios
Update-3 10/1 10:35a …Merck Oral COVID Drug disrupts markets.MRK up 9% vaccine stocks down. IBB down 3.2% to $156 handle. Update-3 (continued at 10/1 close) Merck oral COVID drug leads rally with all major Indices up, Dow Up 1.43%, S&P 500 up 1.15%, NAZ up...
by Raynovich Rod | Sep 20, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update 3…IBB teetering along SEP Support of $170: 9/24..A lot of red today XBI down 2%. Large caps down as well. BNTX down over 5%. Update-2 Another good day for life science stocks. Still expecting a Q4 biotech bounce in small/mid-cap stocks. FED Meeting...
by Raynovich Rod | Sep 16, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Biotech Bounce in Mid-Small Caps- life science stocks find buyers. Bellwether tickers : ARKG up 3% to $83.93, XBI up 1.44% to $132.88. Update-1 …Triple witching selling pressure again as expected but a little green at the end of day. DJI down 0.48%, NASDAQ down...
