by Raynovich Rod | Jan 17, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/22 …More Freefall on Friday Yesterday’s freefall action felt a lot like 2001 when the market was trying to digest the 1999 bubble days.As we have been saying for many months once the momentum slowed stay away from speculative stocks without financial...
by Raynovich Rod | Jan 9, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-5 Traders alert! a green tape showed up. Update-4… Biotech stocks continue to sink along with momentum driven overvalued tech stocks. Not much you can do but hold large cap dividend producing stocks. Or look for proven winners that were carried down with...
by Raynovich Rod | Jan 3, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/7/22…JPMorgan Healthcare Conference next week We will cover selected stocks . Watch key ETFs for trends: IBB, IHI, XBI, XLV. can small cap biotech rally? Even FBT 30 pts above its 3/20 lows? ====== Update-2 1/5/22…FED spook day. Biotech still looks...
by Raynovich Rod | Dec 21, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 12/27 Strong rally day with record closes S&P up 1.38%, NAZ up 1.39%. Megacaps rule AAPL,FB,GOOG, MSFT. Strongest sectors energy and tech. Santa Claus rally is finally here. Retail sales soar with strong consumer. Healthcare up 1.05% to $140 handle but...
by Raynovich Rod | Nov 28, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update=3 12/3…Another whipsaw day if you are in Tech stocks (Docusign?) or small cap growth. Blame profit taking ,omicron or tough taper talk. But large cap biopharma held up well: ABBV ABT BMY PFE UNH VRTX etc., but not the IBB – you have to be a stock...
by Raynovich Rod | Nov 22, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 11/29 …New Rule- after four downgrades at new lows a stock is a buy. VRTX up over 4% today to $191.5. Is an upgrade coming before or after JPMorgan Healthcare? Update-1 11/23/21… Large cap glam techs stocks take a hit in an another sector...
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?!...
