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 | 2024 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 | 2024 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 | 2024 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...
by Raynovich Rod | May 31, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
June 6… see if the Rotation Trend continues through the Week of June 8 Week Ending June 6 Performance Leaders Energy, Financials, Europe. Laggards: Staples, Healthcare. IBB off 1.95%, XBI off 1%. Stocks to watch: GILD, GSK, VIR June 5…Midday...
by Raynovich Rod | May 18, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, vaccines
Race to Develop a Coronavirus Vaccine Has $BB Funding with Several Major Players Update-3 5/20…Reversal to upside from yesterday’s sell-off. However the cynics are starting to come out questioning the timelines of some of the major COVID vaccine players...
by Raynovich Rod | Apr 30, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, vaccines
5/11/20 330p EDT Crazy market running up again in healthcare, life sciences and biotech; cyclicals continue to lag. XBI break-out to new highs at $104 up 4.7%. IBB up 3.94% to $133. This run reminds me of JY 2015 last big blowoff and speculative frenzy. But small...