by Raynovich Rod | Oct 31, 2022 | Biopharmaceuticals
Update 2..-11/3…Powell curbs enthusiasm for stocks with harsh rhetoric. Get whipsawed? We get it, rates are going up Recent trades: bought HOLX, sold MRNA, bought more IHI. Biotech movers: BMY up 1.39%, LLY up 1.96%, ROIV up 6.655, VCYT up 24.25%. Veracyte grows...
by Raynovich Rod | Oct 24, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/28… Broad rally after Megacaps sell-off -AMZN, META and MSFT. it almost look like the BIG tech money got spread around to energy, financials, and healthcare. In the meantime the DOW is up 5.69% for the week and 10.73% for the month led by AAPL...
by Raynovich Rod | Oct 17, 2022 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 10/21 … Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market...
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...
by Raynovich Rod | Sep 26, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still...
by Raynovich Rod | Sep 5, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
9/12/22…Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today could account for biotech strength. Biden Issues Executive Order on...
by Raynovich Rod | Aug 28, 2022 | 2024-25 Life Science Portfolios, Macro
Update-1 Third Day this week of flailing around in the red, even AAPL down 1%. Small cap winners: EVH,MRTX, QDEL speculative ETFs: ARKG up 1.31%, XBI up 0.72% at $83.70 IBB flat at $121.46, XLV down 0.64% at $124.76. Notable biotech movers: CYTK up 3.78% at $52.96,...
by Raynovich Rod | Aug 17, 2022 | 2025 Rayno Biopharmaceuticals Portfolio
9/1/22. Biopharmaceuticals rally…another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN and GSK are weak. XLV up 1.64% to $126.81. Technician are looking at...
by Raynovich Rod | Aug 14, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile seasonality and inflation data. Small cap strength:ARKG up 2.39%, IJR...
