by Raynovich Rod | Nov 1, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 11/4/20…Huge rally in Biotech and Healthcare -Call it the gridlock rally. Biotech Green Wave? As we picked them on Sunday evening the large cap biotech and healthcare stocks soared. Looks like the big stimulus trade has waned hurting industrials and...
by Raynovich Rod | Oct 25, 2020 | 2023-24 Life Science Portfolios, 2024 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 | Oct 7, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/15 1;20P… Both the IBB and XBI are stalled at the current 2020 double top. Our new picks are holding OSUR at $14.65, PACB $14.42 and VIR at $42. 10/16 11 a BioNTech (BNTX) and Pfizer emerging as vaccine leaders.Data coming soon. ==============...
by Raynovich Rod | Sep 28, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/6…Apparently a Momentum Market needs constant feeding. Politics are in the forefront. And the COIVID pandemic lingers. Small caps did better IWM down only 0.25%, IJR flat. Large cap biotech was not a place to hide either. Coronavirus winners today...
by Raynovich Rod | Sep 13, 2020 | Biopharmaceuticals
Update-3 Coronavirus stocks are back led by testing boom and near term clinical news on CPOVID vaccine. Keep in mind it was a “triple witching” day.Here is a look-back to where we were with Coronavirus stocks on June 28. All pure play testing stocks are up...
by Raynovich Rod | Sep 7, 2020 | 2024 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 | 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 | Aug 18, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
We took profits on many longs and shorts in the coronavirus sector so I will need to look at new trades for Q4. Our small longs for now are ABT, AZT, GNMK, GILD, MRNA, MRK, OSUR and TDOC. However We are also long many large caps in addition to above: ABBV, BMY, JNJ,...
by Raynovich Rod | Jun 23, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3…June 25-Re-opening Paused in FLA and TX-but stocks rally anyway. NASDAQ leads up 11% YTD. Trading remains volatile e.g. VIR. Bullish trend intact for biotech IBB up 1.11%. Vaccine stocks continue strong: BNTX INO NVAX ; MRNA lagging. Diagnostic leaders...
by Raynovich Rod | Jun 8, 2020 | 2024 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...