by Raynovich Rod | Mar 21, 2022 | Biopharmaceuticals, Life Science ETF's and Mutual Funds
3/25 2:30 p EDT Large cap core holdings near 52 week highs: ABBV, BMY, MRK, REGN, RHHBY, VRTX. Recent trades doing well: EDIT, EVH. Sold MRNA at a small profit. XBI stalled near $90. SMIDs in the red. Vaccines losing ground BNTX, NVAX MRNA. Energy financials and...
by Raynovich Rod | Feb 14, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 2/25 Broad Rally Includes Materials XLB, Financials XLF and Healthcare XLV. Dow leads up 2.44%.Investors seek safety of large caps with dividends. XLV up 3% to $130.93. IBB up 1% XBI up 0.43%, QQQ up 1.3%. Large cap leaders: UNH and PFE up over 4%, AMGN AZN...
by Raynovich Rod | Feb 1, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Another Roller Coaster Week helped by AMZN earnings and jobs report.. Healthcare SPDR Sector (XLV) up 1.39% for week, (4.19%) YTD; IBB up 2.08% for week, (14.4%) YTD; XBI up 2.49% for week, (18.9%) YTD. Large cap healthcare stock leaders over 52 weeks: UNH,...
by Raynovich Rod | Jan 31, 2022 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 Feb 6 After a little pop up on Friday we have identified a few trades on technicals. We noticed on screening small cap biotechs that about 90% are at the bottom of their 52 week range. From ARKG holdings two trades and former high fliers: PACB and TDOC. Also...
by Raynovich Rod | Jan 23, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 AAPL ignited rally? Either by oversold conditions or good earnings by AAPL and MSFT we have lift -off from the bottom. If your speculative biotech stocks did not go up today you may want to dump it. Our mid-cap focus list saw nice gains except for CRSP. ARKG...
by Raynovich Rod | Jan 17, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/22 …More Freefall on Friday Yesterday’s freefall action felt a lot like 2001 when the market was trying to digest the 1999 bubble days.As we have been saying for many months once the momentum slowed stay away from speculative stocks without financial...
by Raynovich Rod | Jan 3, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
1/7/22…JPMorgan Healthcare Conference next week We will cover selected stocks . Watch key ETFs for trends: IBB, IHI, XBI, XLV. can small cap biotech rally? Even FBT 30 pts above its 3/20 lows? ====== Update-2 1/5/22…FED spook day. Biotech still looks...
by Raynovich Rod | Dec 29, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
Update-1 2:30P EST 12/30 …Countertrend rally in small cap biotechs. Who is buying? Daytraders, ETFs or funds? Or just tax loss selling is over. Omicron news dominates healthcare complex. Bounce in ARKG and XBI. Green screen flashes in smaller caps:CYRX, CRSP,...
by Raynovich Rod | Dec 13, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
Update-3 12/17…10:51 EDT Good day for a pivot up? Nibbled on some IBB and XBI. Our top large cap pick VRTX continue to run. NAZ up now 0.22%.Volatility rules. Update-2…Powell transitions FED talk through pivot with 2x taper. Potential for 3 rate hikes in...
by Raynovich Rod | Dec 6, 2021 | 2025 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...
