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 | 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...
by Raynovich Rod | Apr 26, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 4/29 12:15p Mid-day trading -Healthcare weak as Investors rebalance to other sectors. Gilead Sciences (GILD) up over 6% and. boosts overall market with positive remdesivir data. NAZ up 2.84%, IBB up 1.3%, IJR break-out? Technology, financials and energy show...
by Raynovich Rod | Jan 12, 2018 | Biopharmaceuticals
J.Morgan Healthcare Conference: Companies to Watch We are still reviewing 2018 J.P.Morgan Healthcare presentations for inclusion in our portfolio but here are two longer term opportunities to track for milestones and growth: Accelerate Diagnostics and Denali...
by Raynovich Rod | Dec 20, 2017 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Clinical Diagnostics and Tools: Big Winners Are In Genomics and Personalized Medicine Slower growth in routine clinical diagnostics, tools are favored. Hologic has a unique business model for women’s health and diagnostics. Gene sequencing is important for...
by Raynovich Rod | Dec 20, 2016 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Life Science Sector: What’s Going On With Dx and Tools Stocks? We dropped coverage of Life Science diagnostics and tools stocks in January 2016 just after the severe market correction began. Of course the downdraft opened up great values in several stocks.We...
by Raynovich Rod | Sep 6, 2016 | Clinical Diagnostics and Tools
M&A Deal of the Day: Cepheid (CPHD) up 50% Over Friday Close on Cash Buyout We have been spending too much time on biopharma. It is time to dust off our Dx and Tools portfolio, which is on hold, and find some value stocks for Q4 moves. We did an update in Q4 of...
by Raynovich Rod | Jan 13, 2016 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
Green Screen Alert Market Update…IBB up 4% today erasing most of Wednesday’s Losses but we are still down 13.86% for the five day period. Nasdaq rallied 1.97%. Rayno Biopharma top winners: ABBV up 6.56%, ALXN up 5.93%, AMGN up 5.29%,BIIB up 4.98%, REGN up...
by Raynovich Rod | Sep 16, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August....
