by Raynovich Rod | Dec 31, 2020 | 2024-25 Life Science Portfolios
Happy New Year 2021! We had some technical issues with our WEB site that were compounded by holiday support availability. In the coming weeks we want to provide important life science market updates. As you know early January can be volatile from the earnings updates,...
by Raynovich Rod | Dec 21, 2020 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 12/21…a good day despite flat indices with the XBI up 1.68% to $150, IBB flattish at $156. Momentum still favors small cap speculation. Gene therapy stocks are running hard but I own EDIT up 29% to $84 ! Other big movers are CRSP,NTLA and SGMO....
by Raynovich Rod | Dec 14, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1. 12/15…With Biden being declared a winner the focus of macro turns to stimulus talks and the FED Meeting tomorrow. The market ebullience returned today with all major indices up over 1%. The Pfizer vaccine is rolling out with Moderna expected next. With...
by Raynovich Rod | Dec 6, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-4 12/10….Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease; Sangamo (SGMO) up 50% on Hemophilia A gene therapy. Gene therapy...
by Raynovich Rod | Nov 29, 2020 | 2024-25 Life Science Portfolios, Biopharmaceuticals
November Rally in Biotech and with Broadening to Other Sectors Small caps taking off including XBI up 12%, IWM up 16.5% (11.2% YTD). Healthcare lagging a bit with the XLV up only 3.35% vs SPY up 7.5% (12.6% YTD). Re-openng trade movers: XLI up 14.75% at $88.11; XLE...
by Raynovich Rod | Nov 14, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 11/16 …Healthcare Stocks Underperform-Rotation or Head- Fake? Many of our picks are up over 10% in two weeks so it is not surprising that momentum has eased.However the market has pivoted over the past few days on the expectation of COVID vaccine...
by Raynovich Rod | Nov 9, 2020 | 2024-25 Life Science Portfolios
Update-2 11/11…Reversal of reversal..Chips are strong, Techs are back..Biotechs holding (XBI) up 1%, (IBB) up 1%. Coronavirus stocks show gains:testing- ABT, CODX, GNMK,HOLX, OSUR, QDEL; vaccines-AZN, MRNA,NVAX ; TDOC. Biotech notable gainers: ALLO, BHVN,...
by Raynovich Rod | Nov 8, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Healthcare Stocks Rally Huge-Over 5% in One Week Uncertainty over election whipsaws healthcare stocks. Market Likes Gridlock from election? Legislative action on drug pricing unlikely. Focus should be on fighting the Pandemic and passing a Stimulus package. Over a two...
by Raynovich Rod | Oct 25, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 10/29. 1p EDT…Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN) holds $216 after beat, osteoporosis drug opportunity. Early...
by Raynovich Rod | Oct 19, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 10/21 11a EDT Another day with a brisk sell-off in momentum stocks. Coronavirus plays hit hard: BNTX, QDEL, NVAX, OSUR etc. Is this sentiment shift from lack of stimulus or just election anxiety? After the close: CRISPR Therapeutics (CRSP) down 12.95% to...
