by Raynovich Rod | Nov 15, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 11/18…Healthcare stocks had a good week with the XLV up almost 1% to $134 despite choppiness. We are still facing MACRO headwinds and the FED so stay cautious. There was good tape action in mid-cap biopharmas. Medtech is looking better with the IHI up...
by Rod Raynovich | Nov 6, 2022 | Biopharmaceuticals
Update-1 Nov. 8..Volatile election day favors the bulls. IBB and XBI both up over 1%. TSY yields down and dollar down. UNH up 1.48%, Junior metals are hot with gold and silver. Crypto spat rattles markets. Amgen (AMGN) leads the way up over 5% to $290 level a record...
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 | 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...
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 | Oct 25, 2021 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 11am 10/28 Rally Time! NAZDAQ up 1.22% to 15422. This rally could be signaling Biden getting his economic bill approved without Medicare Drug legislation and less onerous taxes. We’ll see. Apparently all new benefits in the bill are paid for?!...
by Raynovich Rod | Jul 2, 2021 | 2024-25 Life Science Portfolios
Update-1 8:45am Vacation through Friday:Asia down, Futures down over 1% on growth concerns. Technicals look toppy on ARKG and XBI. New Mid-Cap Biotech Picks Momentum indicators for tracking and trading:ARKG and XBI. All three recent mid-cap biotech picks are up since...
by Raynovich Rod | Jun 18, 2021 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 6/18 On a Risk-Off Day with Selling at Close NASDAQ down 0.92% to 14030, ARKG down 0.62%,IBB down 0.185, XBI down 0.6%, XLV down 1.14% at $123.74. iShares Medical Device ETF (IHI) down 0.65% at $350.67. Focus Mid-Cap Life Science Stocks: CYRX down 1.77% to...
by Raynovich Rod | Aug 30, 2020 | Biopharmaceuticals, coronavirus vaccine, vaccines
Update-2 Downdraft surprises investors-momentum shift ! We have been talking about this for weeks, How much higher can the FAANG names go? The momentum is unprecedented. Bifurcated market. Well today the sell-off was in full swing with broad damage across the...
by Raynovich Rod | Jul 9, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro, Vaccines
Update-4 7/15 1:30P…Volatlity hits COVID vaccine players; BNTX, INO, NVAX down, MRNA up. Comment from CNBC contributor: “maybe vaccine news is priced in”, shows how hard it is to play daily news flow on coronavirus vaccine stocks. Strong Coronavirus...
