by Raynovich Rod | Sep 23, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
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 | Jul 22, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 JY 24…Healthcare Stocks held up well during today’s technology sell-off. NASDAQ stocks took a big hit today with the QQQ down 3.59%.We can say it was caused by the Google earnings report as technology analysts tried to read beyond the actual...
by Raynovich Rod | May 28, 2024 | 2024-25 Life Science Portfolios, Life Science ETF's and Mutual Funds
Update: 6/7/24.,,Our model still looks good for experienced traders.Today for example GERON (GERN) soared 19% with approval of RYTELO for MDS associated anemia. We will summarize news from winning stocks over the weekend. XBI was weak today down about 1% to $91...
by Raynovich Rod | Mar 11, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 3/19..2:40p EDT..Stealth rally pre-FED day, call it an AI rally as all major indices are up. 10 year at 4.295%.If TSY yields stays down then small caps can follow: SMID Biotechs UP today are :CRBU, CBRX, CRMD,CYRX, PACB, SUPN etc with some buying in XBI at...
by Raynovich Rod | Feb 20, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 2/23/24. You know the story by now it’s all about AI and NVDA. As my friend said in the mid -90s “there is no end to chips Rod”. Overall one of the best weeks for the market but of course led by technology stocks. The equal weight small cap...
by Raynovich Rod | Nov 27, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
12/3…We will focus on SMID cap stocks in the coming week as tracked by the XBI with resistance at $80. Also track health care providers (IHF) in light of Cigna/ Human merger potential and UNH as the dominant player. Update-2 …XBI is cruising to $77 handle...
by Raynovich Rod | Jul 17, 2023 | 2024-25 Life Science Portfolios
Update-2 Jy 22 Catch-up Rally last week continues in MedTech and Diagnostics: ABT our top pick up 5.89% to $114.29, DHR up 6.38% to $255.88,IHI up 1.32% to $57.59,TMO up 6.89% to $562. New Pick Becton Dickinson (BDX) up 2.1% to $264.84. Earnings coming next week...
by Raynovich Rod | Jun 21, 2023 | Biopharmaceuticals
Healthcare Stocks Lag but Trading Action is Picking up in Biotech Large Cap Biopharma are core holdings: ABBV, LLY, MRK, REGN, VRTX etc. Healthcare is a laggard with XLV down YTD but UNH is still a core position. Lack of Momentum in SMID caps-XBI is still the key...
by Raynovich Rod | May 15, 2023 | 2024-25 Life Science Portfolios
Update-2…May 19 1015a in early trading, stocks are opening on the green side. Biopharma stocks are trying to firm up after a spate of weakness from the FTC action on the AMGN/Horizon deal: ABBV, GILD, LLY, REGN, RHHBY MRK, VRTX. Update-1 May 17 …Broad...
by Raynovich Rod | Oct 3, 2022 | 2025 Rayno Biopharmaceuticals Portfolio
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn “its another bear market rally.” 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally...
