by Raynovich Rod | Oct 16, 2023 | 2024-25 Life Science Portfolios, 2025 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 | 2024-25 Life Science Portfolios, 2025 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 | 2024-25 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 | 2024-25 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,...
by Raynovich Rod | Aug 29, 2023 | 2024-25 Life Science Portfolios
Update-1 9/2 Biotechs nudge off bottom with IBB at 3 month high at $130 level. FTC concedes Amgen fight over Horizon deal. XBI finds an uptick of 2.44% to $81 handle on Friday. MedTech still sluggish with IHI in low fifties in choppy trading all year. Novartis joins...
by Raynovich Rod | Jul 24, 2023 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
Hot fun in the summertime! Will try to post a new article on Healthcare and Biotech tomorrow August 7. Update-4 Aug 3…Large cap biopharmas favored as spec stocks fade with XBI at $81 handle lacking momentum, near low for 30 days. Earnings looking good for...
by Raynovich Rod | Jul 17, 2023 | 2024-25 Life Science Portfolios
Update-2 Jy 22 Catch-up Rally last week continues in MedTech and Diagnostics: ABT our top pick up 5.89% to $114.29, DHR up 6.38% to $255.88,IHI up 1.32% to $57.59,TMO up 6.89% to $562. New Pick Becton Dickinson (BDX) up 2.1% to $264.84. Earnings coming next week...
by Raynovich Rod | Jul 5, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4 JY 12…Some biotech strength in usual suspects but exciting news drives smaller more speculative stocks. Recursion pharmaceuticals (RXRX) up 78% on $50M Nvidia drug discovery deal. As rumored AI meets biotech.Trading rally for sure as more AI plays...
by Raynovich Rod | Jun 12, 2023 | 2024-25 Life Science Portfolios, Macro
Update-2 6/18…11 a EDT, Medtech Rally: FSMEX , IHI, ABT, BSX etc. Update-1 2P EDT 6/14…FED day brings volatility and easing of momentum. Don’t fight the tape with small caps weak. XBI is down 2%, Russell 2000 is down 1.65%. We started selling and...
by Raynovich Rod | Jun 5, 2023 | 2024-25 Life Science Portfolios, Biopharmaceuticals
FOCUS on SMID biotech stocks. Update-2 ..more rotation out of tech and large cap biopharma and healthcare (UNH, XLV still weak) into value and cyclicals; energy very strong we’ll see. We still prefer SMID in biotech per our Life Science Portfolio. Today XBI was...
