by Raynovich Rod | Nov 6, 2023 | 2023-24 Life Science Portfolios
Update-2 11/10/23…Reversal from yesterday’s bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN, VCYT–ILMN a big loser. IBB up 0.48%. Update-1 2:15 P...
by Raynovich Rod | Oct 31, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-2 11/4/23…Small caps starting to show momentum after a big week with QQQ up over 6%, IWM up 7.56%, IJR up 7.45%. Seasonality of Q4 gains off to a good start. Broad market rally was sparked by lower bond yields. Even MRNA launches off bottom after...
by Raynovich Rod | Oct 23, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-2 10/30…10:30a EDT Rally or not? I will post tomorrow to see if rally holds from gloomy sentiment driven by MACRO. Stocks we follow that are up on opening: ABBV, LLY, MRK. SMID biotech and MEDTECH stocks are still not tradeable: DHR an TMO are red...
by Raynovich Rod | Oct 16, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in oncology and clinical development capabilities to advance and expand the...
by Raynovich Rod | Oct 9, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 10/17…JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a gain of $21 B from the spin-off of its consumer health unit Kenvue....
by Raynovich Rod | Aug 21, 2023 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Best stock picks in large cap biopharma.
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 | Jul 5, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4 JY 12…Some biotech strength in usual suspects but exciting news drives smaller more speculative stocks. Recursion pharmaceuticals (RXRX) up 78% on $50M Nvidia drug discovery deal. As rumored AI meets biotech.Trading rally for sure as more AI plays...
by Raynovich Rod | Jun 26, 2023 | 2024 Rayno Biopharmaceuticals Portfolio
Update-2 Flashback from 1/19 and 2018 Performance. Big winner in 2018 was MRK up 33% to $76.41 but 2018 was a bad year with the XBI down 15% to $71.75. But Regeneron was a bargain on 1/19 at $373. Update-1 6/27…A bad day for Biotech but a nice rally day for Tech...
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...