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...
by Raynovich Rod | Feb 6, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/10…Rally has expanded to mid-caps:ALNY ACAD GWPH ICPT SRPT Etc. ======= Update-1 2/7. 2p …Abbvie (ABBV) Another one of our top large cap picks ABBV is up 6% o the $92 handle as of mid-day trading on earnings and Allergan acquisition. Full year...
by Raynovich Rod | Dec 22, 2019 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 January 2 , 2020. 12:11 EST….. Biotechs and Healthcare lagging a bit in the New Year. Watch rotation into other sectors -tech, financial, energy; update at end of week. Many mid and small caps are weak despite NAZ up 0.66%. Russell 2000 is down 0.79%....
by Raynovich Rod | Oct 28, 2019 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update 10/30 1:45 pm EDT Markets weak on China deal, PMI data Sold CRSP at $50.with 25% gain in 2 weeks; will get back in on weakness. XBI off 0.89%, IBB down 0.85%, NAZ off 0.44%. BMY up 1.5% near 52 week highs. Teledoc (TDOC) a top 2019 small cap pick up over 12% on...
by Raynovich Rod | Oct 23, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 10/25 at close…A Good Day on Low Volume-NASDAQ up 0.7%, S&P is up 20.56% YTD! Large caps mixed with IBB down a tad 0.29%;leaders are BIIB,BMY,RHHBY NASDAQ-100 at record high; QQQ up 0.8% to $195.64. Gilead Sciences (GILD) a big loser on earnings...
by Raynovich Rod | Oct 21, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 10/22. Some follow through in biotech rally but sold off mirroring the NASDAQ about 2p,Maybe BREXIT related but we’ll see later this week after many earnings reports. Large caps have been leading and although the IBB was up 1.66% it sold off from $107...
by Raynovich Rod | Oct 15, 2019 | Biopharmaceuticals, Macro
Update-1 Large caps were mixed but our top picks are doing well: ABBV,BMY,MRK,RHHBY. But bad news from JNJ and BA may have curbed buyer’s sentiment. United Health (UNH) off Mondays lows of $220 to $245. In summary it looks like a good time fo adding larger cap...
