by Raynovich Rod | Feb 20, 2024 | 2023-24 Life Science Portfolios, 2024 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 | 2023-24 Life Science Portfolios, 2024 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 | 2023-24 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 | 2023-24 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 | 2024 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...
by Raynovich Rod | Dec 6, 2021 | 2024 Rayno Biopharmaceuticals Portfolio
12/10/21Update-1 A good week with S&P At New Highs despite inflation at 40 year highs at 6.8%. Infotech leading way up. Small cap biotech still lagging near lows for the year. XBI at $110 could not hold mid-week gains. Same pattern for ARKG now at $60.74 near lows...
by Raynovich Rod | Sep 27, 2021 | 2023-24 Life Science Portfolios
Update-3 10/1 10:35a …Merck Oral COVID Drug disrupts markets.MRK up 9% vaccine stocks down. IBB down 3.2% to $156 handle. Update-3 (continued at 10/1 close) Merck oral COVID drug leads rally with all major Indices up, Dow Up 1.43%, S&P 500 up 1.15%, NAZ up...
by Raynovich Rod | Feb 7, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark Diagnostics (GNMK) up 33% to $22.46 on rumors of being acquired, but...
by Raynovich Rod | Jan 31, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics 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. ======...
