by Raynovich Rod | Apr 11, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/13 11;36 AM EDT….GSK buys Sierra Oncology (SRRA) for $1.9B https://www.bizjournals.com/sanjose/news/2022/04/13/glaxosmithkline-to-buy-sierra-oncology-for-19b.html?ana=yahoo XBI up 2.48% to $89 handle, ARKG up 2.35%. Large caps lag except REGN up. ABBV...
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 | Jun 27, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update-1 June 29 The Momentum indicators for biotech: ARKG was flat at $9310, XBI down 1.53% to $135.74. COVID Dx stocks were stronger ABT up 1.31% to $117.21, QDEL up 3.97% to $132.12. COVID Vaccine stocks CVAC, MRNA and NVAX were strong. Our new mid-cap picks were...
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 | May 18, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
May 20 The IBB was up over 2% and most biotechs were up. Momentum is expected to improve through July. We added to our bottom fishing on ARKG today at $78 level. Large caps perked up as well: BMY up 2.2%, AZN up 1,95%, RHHBY up 1.68%,LLY up 1.54%,...
by Raynovich Rod | Apr 7, 2021 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 4/9…Another weak day for biotech, looks like S&P 500 and Tech are the place to be. Tougher FDA and Drug pricing legislation weighing on sector? ARKG down 1.06%, IBB down 0.44% to $148.73, XBI down 2.22% to $129.63, IWM flat at $222.59. XLV up 1.10%...
by Raynovich Rod | Oct 25, 2020 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 10/29. 1p EDT…Earnings reports stabilize biopharma stocks. Vaccine stocks strong. Gilead Sciences (GILD) beats but lowers guidance.Needs clinical news on deals. Stock lower. Amgen (AMGN) holds $216 after beat, osteoporosis drug opportunity. Early...
by Raynovich Rod | Sep 7, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 Choppy Day but Investors coming Back to Healthcare and Biopharma. IBB and XLV up a tad. XBI flat. Rotation out of high flying tech into healthcare and industrials. Large caps winners : AMGN and GILD then AZN,RHHBY,MRK looking for large caps that have Dx and...
by Raynovich Rod | Jun 8, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/16/20 at opening…Futures up on 18% increase in Retail Sales and New Potential coronavirus treatment-Dexamethasone. Low dose steroid treatment is a major breakthrough and can save lives. Coronavirus stocks take a hit: GNMK INO MRNA QDEL, but XBI up...
by Raynovich Rod | Feb 11, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceutical Companies – Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy ’15. FWD PEs of sector are still lower than the market with S&P-500 at 18.9x. Good growth expected. Our Top...
