by Raynovich Rod | Dec 19, 2023 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Licensing and M&A Through the JPM Meeting in Early January 2024 Should Support Gains Update-3 12/22 ,,,Added Catalyst (Pharmaceuticals (CPRX)at 16+, is focused on rare neurological and epileptic diseases. Karuna Therapeutics (KRTX) up 47% to $316 handle on...
by Raynovich Rod | Dec 11, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-3 12/15 2P EDT. Crazy week so take some profits. Update-2 …12/13/23… Dont fight the tape as momentum rally continues with a little help from the FED. Broad rally takes all indices up over 1.3% with small cap Russell 2000 (IWM) up 3.39%! Biotechs...
by Raynovich Rod | Nov 27, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
12/3…We will focus on SMID cap stocks in the coming week as tracked by the XBI with resistance at $80. Also track health care providers (IHF) in light of Cigna/ Human merger potential and UNH as the dominant player. Update-2 …XBI is cruising to $77 handle...
by Raynovich Rod | Nov 20, 2023 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-1 11/22…Another good day but as the S&P 500 approaches 4,600 we are near the top of the range from Aug 1, when the recent sell-off began. The QQQ hit a new high at 390 exceeding the JUL 19 high of 385. Small cap biotechs that we track continue to have...
by Raynovich Rod | Nov 6, 2023 | 2023-24 Life Science Portfolios
Update-2 11/10/23…Reversal from yesterday’s bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN, VCYT–ILMN a big loser. IBB up 0.48%. Update-1 2:15 P...
by Raynovich Rod | Oct 31, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-2 11/4/23…Small caps starting to show momentum after a big week with QQQ up over 6%, IWM up 7.56%, IJR up 7.45%. Seasonality of Q4 gains off to a good start. Broad market rally was sparked by lower bond yields. Even MRNA launches off bottom after...
by Raynovich Rod | Oct 16, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in oncology and clinical development capabilities to advance and expand the...
by Raynovich Rod | Oct 9, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 10/17…JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a gain of $21 B from the spin-off of its consumer health unit Kenvue....
by Raynovich Rod | Sep 18, 2023 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1 We bought a little GEHealth (GEHC) and will add Ii our MedTech prospect list.. GEHC is leader in medical imaging and should benefit from healthcare demographics and advances in software a[plications for disease diagnosis and monitoring.. P/S is 1.54 with a...
by Raynovich Rod | Sep 12, 2023 | 2023-24 Life Science Portfolios
9/14/23..Update…TECH stocks and AI remains the resilient theme of the market, all indices up, with successful ARM IPO up over 24% and good ADBE earnings. Healthcare remains a laggard so review portfolio link at bottom from JY 1. Biopharma strength today: ABBV,...
