by Raynovich Rod | Oct 7, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/15 1;20P… Both the IBB and XBI are stalled at the current 2020 double top. Our new picks are holding OSUR at $14.65, PACB $14.42 and VIR at $42. 10/16 11 a BioNTech (BNTX) and Pfizer emerging as vaccine leaders.Data coming soon. ==============...
by Raynovich Rod | Sep 28, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/6…Apparently a Momentum Market needs constant feeding. Politics are in the forefront. And the COIVID pandemic lingers. Small caps did better IWM down only 0.25%, IJR flat. Large cap biotech was not a place to hide either. Coronavirus winners today...
by Raynovich Rod | Aug 18, 2020 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
We took profits on many longs and shorts in the coronavirus sector so I will need to look at new trades for Q4. Our small longs for now are ABT, AZT, GNMK, GILD, MRNA, MRK, OSUR and TDOC. However We are also long many large caps in addition to above: ABBV, BMY, JNJ,...
by Raynovich Rod | Aug 10, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Vaccines
August 15..Update -3…Momentum slows to a walk but XBI holds the $110 handle. XLV flat at $107 level, IBB down 0.86% to $133.30. Coronavirus stocks still within 10% of 52 week highs: HOLX,REGN; weak 2020 momentum: CEMI, INO. Vaccine stock leaders: NVAX, MRNA. Gov...
by Raynovich Rod | Jul 17, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-4 JY 23 Midday trading: Reiterate-take Profits on COVID Vaccine stocks Big Sell-Off Today: BNTX, INO, MRNA, NVAX. Antiviral stocks REGN VIR holding up. Review and update after the close. XBI weak but holding in channel. Update-3 July 21 Momentum is easing a bit...
by Raynovich Rod | Jul 9, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro, Vaccines
Update-4 7/15 1:30P…Volatlity hits COVID vaccine players; BNTX, INO, NVAX down, MRNA up. Comment from CNBC contributor: “maybe vaccine news is priced in”, shows how hard it is to play daily news flow on coronavirus vaccine stocks. Strong Coronavirus...
by Raynovich Rod | Jun 28, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, coronavirus vaccine, vaccines
Update-5 JY 7 After close with NASDAQ down 0.86%, but biotechs hold. Genmark (GNMK) up 10.33% AH to $17.22 on Preliminary q2 Results. Revs of $40.1M, a 118% increase over Q2 2019, Placed 71 new ePlex analyzers for a total installed base of 650. Added to VIR Bio (VIR)...
by Raynovich Rod | Jun 23, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3…June 25-Re-opening Paused in FLA and TX-but stocks rally anyway. NASDAQ leads up 11% YTD. Trading remains volatile e.g. VIR. Bullish trend intact for biotech IBB up 1.11%. Vaccine stocks continue strong: BNTX INO NVAX ; MRNA lagging. Diagnostic leaders...
by Raynovich Rod | Jun 17, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 6/20…Strong finish for biotech on Friday with XBI up 2.83% to $108.85, up 5.64% for week; and one year high. Coronavirus strong stocks for the week: GNMK HOLX NVAX RGEN TDOC VIR . Quidel (QDEL) rests at $210 handle after rocketing from $170 level on...
by Raynovich Rod | Jun 8, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/16/20 at opening…Futures up on 18% increase in Retail Sales and New Potential coronavirus treatment-Dexamethasone. Low dose steroid treatment is a major breakthrough and can save lives. Coronavirus stocks take a hit: GNMK INO MRNA QDEL, but XBI up...
