by Raynovich Rod | Jun 2, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI,...
by Raynovich Rod | Jun 3, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Biopharma rally moves to SMID caps as momentum picks up ADPT, NVAX, TWST etc XBI over $93. Large caps steady with REGN over $1000. POST ASCO large cap core portfolio picks: ABBV, AZN, LLY, MRK, REGN. VRTX. Pfizer had good results but the stock could not...
by Raynovich Rod | Mar 20, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 JY 20 at the close after Powell and the FED announced rates remain unchanged with 3 planned rate cuts expected in 2024. Inflation remains sticky in a strong economy. All major indices hit new highs. XBI held the $94 anticipated support up 0ver 1% to $95 at...
by Raynovich Rod | Jun 12, 2023 | 2024-25 Life Science Portfolios, Macro
Update-2 6/18…11 a EDT, Medtech Rally: FSMEX , IHI, ABT, BSX etc. Update-1 2P EDT 6/14…FED day brings volatility and easing of momentum. Don’t fight the tape with small caps weak. XBI is down 2%, Russell 2000 is down 1.65%. We started selling and...
by Raynovich Rod | May 30, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update -1 3/31 2P EDT. With momentum easing in Chip and IT trades this can be a good entry point for large cap biopharma stocks ahead of ASCO June 2: GILD, MRK so stay tuned. Also for value “bottom fishers” Pfizer offers a good yield of 4.4% with a FWD...
by Raynovich Rod | May 22, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 5/27/23… Not a great week for healthcare stocks or anything other than IT and the QQQ up 3.59%. S&P 500 Healthcare down 2.93%, Materials down 3.14%, Staples down 3.21%. No debt ceiling deal, recession watch is on. So Karen Firestone, former manager...
by Raynovich Rod | May 30, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks, Macro
Update-4 June 8 Sideways market with trading opportunities in Small cap biotechs. With markets so choppy day to day and volatile within day it is hard to trade. But in my most recent trades I am more hopeful with this buying window. The bellwether remains XBI which...
by Raynovich Rod | Apr 4, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 …4/6 In volatile end of day trading with Tech stocks and the NASDAQ hit hard down 2.2%, healthcare stocks were winners with the XLV up 1.5%. Other sector winners were staples, energy, real estate and utilities. As one pundit put it, ” the FED is...
by Raynovich Rod | Jun 21, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-1 6/22 Mixed day with a few nice moves. Vaccine stocks are up:BNTX,MRNA ,NVAX. Our Recent Mid-Cap Picks: CRISPR Therapeutics (CRSP( of 0.32%, Cryoport (CYRX) up 8.47% to $66 on Partnership deal. Veracyte (VCYT) up 1.45% to $38.56. ARKG up 0.35 to $87.68....
by Raynovich Rod | Jun 11, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
6/16 At close: Benign reaction from FED meeting. Maybe investors have accepted reality that low interest rates are not going to last forever and are less ebullient. Market needs a few days to digest Chairman Powell’s remarks. Rate hikes pushed out til 2023 but...
