by Raynovich Rod | Jan 31, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals 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 | 2024-25 Life Science Portfolios, 2025 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 | 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 | 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 | Jan 22, 2023 | 2024-25 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...
by Raynovich Rod | Apr 26, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools, vacciines
Biotech Week in Review 4/19-4/23 2021 Healthcare stocks led in an up and down week.XLV up 9% YTD. Major indices buffeted by potential capital-gains tax increases. Biopharma held recent bottom with gains for the week. It was a good week to take a vacation and hold our...
by Raynovich Rod | Apr 7, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 4/9…Another weak day for biotech, looks like S&P 500 and Tech are the place to be. Tougher FDA and Drug pricing legislation weighing on sector? ARKG down 1.06%, IBB down 0.44% to $148.73, XBI down 2.22% to $129.63, IWM flat at $222.59. XLV up 1.10%...
by Raynovich Rod | Mar 29, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 April 5 12:45p EDT…Biotech sector lags strong market today as S&P and DOW hit new highs as of mid-day trading.NASDAQ up 1.49%! It looks like re-opening stocks are favored over long-term plays in biopharma that have few catalysts.Tech is strong as...
by Raynovich Rod | Feb 28, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of an improving economy.The Ten Year Treasury Yield dropped to 1.446% off...
by Raynovich Rod | Jan 31, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO, NVAX: MRNA downgrade by BofA. Bipartisan stim talks ongoing. ======...
