by Raynovich Rod | Aug 18, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics 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 | 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 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 | 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 13, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 1/14/2 12:30 EDT…Very Bullish Tape today–Update at Close IBB up 1.27% , XBI up 2.47%. Gene therapy stocks are on a tear even before BLUE and EDIT (both up >5%) present later today and tomorrow. ===== J.P.Morgan Healthcare Conference Notes #1:...
by Raynovich Rod | Aug 6, 2019 | Clinical Diagnostics and Tools
8/10/19…XBI up 1.8% to $84.04 for 5 days, QQQ up 1.9% to $185.81 over 5 days.A good week for life science stocks with following stocks near 52 week highs: BDX BIO DHR GH HOLX NVTA 8/8/19 9:45a EDT Life Science Movers…Stocks to Watch…XBI up 0.61% to...
by Raynovich Rod | Apr 15, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 10:45a 4/17…XBI down 3.37% to FEB support at $86. Healthcare issues are spilling over to biotech.Red screen day and all biotechs hit very hard.Drug pricing models are under scrutiny. Update-1…NASDAQ ekes out small gains but large cap biotechs...
by Raynovich Rod | Apr 7, 2019 | Biopharmaceuticals
4/11 ALERT: Need to check out reasons for biotech sell-off; could be proposed drug pricing bills and “affordability board.” See STAT News . See 4/11 chart below for XBI. Choppy pattern returns at resistance with no breakthrough highs. Biopharma stocks...
by Raynovich Rod | Jan 8, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1…1/21/19 Liquid Biopsy I attended a Panel Session on Cancer Liquid Biopsy and although progress is being made on molecular diagnostics there are no newsworthy breakthroughs nor actual data showing a hard timeline. Here is an article from BIO 2016. There...
by Raynovich Rod | Aug 23, 2018 | 2023-24 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
8/24/18 After Close: Rally Continues with 10/11 Sectors Higher XLV finishes at all time high at $91.89 FED’s Powell Defends Gradual Interest Rate Policy despite Trump pressure Oil Surges 15 to $68.57 on supply concerns with Iran sanctions Major indices hit 52...