by Raynovich Rod | Nov 7, 2024 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
11:11 am on 11/11/24….SMID rally continues led by ETFs and seasonally XBI up 0.85% to $105 level. STRONG MOVERS: ARKG, ADPT, CRBU, CRMD,CYRX, DNLI, EVH, PACB, VCYT etc SMID Biotech Stocks are Primed for GOOD GAINS With election uncertainty over and a benign...
by Raynovich Rod | Sep 23, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Tools and Diagnostics Portfolio
Update-1 9/26/24… SMID CAP trading list movers today: ADPT, ARKG, CRMD, PACB,RXRX, TEM, TXG, TWST, with IBB up 1.09%. We will summarize complete list over the weekend. Adaptive Biotechnologies (ADPT), soars 22% on European certification. CorMedix...
by Raynovich Rod | May 2, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Tools and Diagnostics Portfolio
Update-5 SMIDS are running today. Added NVAX to list. ADPT RXRX XBI are movers. UPDATE-4…AT close…XBI tried to rally back to $90 but closed at $88+. XBI drives SMID biotechs and as you can see it’s a red screen day if you are tracking our spec...
by Raynovich Rod | Feb 26, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...
by Raynovich Rod | Feb 5, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Healthcare and Life Science Funds and ETFs Healthcare stocks usually provide a defensive posture to a stock portfolio. SMID biotech stocks have been in a bear market since late 2021 but they are coming back since late 2023. So the weighting of large cap biophharma...
by Raynovich Rod | Jan 31, 2024 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Update-4. 2/15….2:30p EST XBI pushing for new 52 weeks highs at $93.61. Biotechs/medtechs strong: CRBU, CRMD, CRSP, CPRX, CYRX, ILMN,SUPN, TWST, VCEL. Update-3 2/6..3P EST Some of my SMID caps are coming alive as the XBI ticks up to $89 level: strength among my...
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 | 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 | Jul 24, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Tools and Diagnostics Portfolio
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 | Jan 22, 2023 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1…1/29/23 Risk On! Speculative small cap life science stocks continue to run with the XBI up 2.76% for the week. Movers for the week included: CRSP up 6.39%, CYRX up 6.07%, GERN up 4.7%, and VCYT up 4.58%. Some of the winners in our portfolio were losers...
