by Raynovich Rod | Oct 16, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/20 Merck (MRK) pops over 2% to $102+ on ADC deal with Daiichi Sankyo. Collaboration combines Daiichi Sankyo’s proven ADC expertise and DXd technology with Merck’s deep experience in oncology and clinical development capabilities to advance and expand the...
by Raynovich Rod | Sep 26, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-4 10/7…We will update our biopharma playbook next week with a focus on large caps. Our current picks are: Abbvie (ABBV), Lilly (LLY), Regeneron (REGN), and Vertex (VRTX); Pfizer (PFE) is a contrarian trade for value and good news. Update-3 10/6…A...
by Raynovich Rod | Jul 24, 2023 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
Hot fun in the summertime! Will try to post a new article on Healthcare and Biotech tomorrow August 7. Update-4 Aug 3…Large cap biopharmas favored as spec stocks fade with XBI at $81 handle lacking momentum, near low for 30 days. Earnings looking good for...
by Raynovich Rod | Jul 17, 2023 | 2024-25 Life Science Portfolios
Update-2 Jy 22 Catch-up Rally last week continues in MedTech and Diagnostics: ABT our top pick up 5.89% to $114.29, DHR up 6.38% to $255.88,IHI up 1.32% to $57.59,TMO up 6.89% to $562. New Pick Becton Dickinson (BDX) up 2.1% to $264.84. Earnings coming next week...
by Raynovich Rod | Apr 20, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks-Brief Recap for the Week ending 4/28 A nice steady day holding on to gains with the Russell 2000 up 1.015, the NASDAQ up 0.69%,DOW 30 up 0.8% and the S&P 500 up 0.83%. Life science ETFs for the WEEK: XLV down 0.57% to $133..53, IBB down 2.21%...
by Raynovich Rod | Apr 10, 2023 | 2024-25 Life Science Portfolios, Biopharmaceuticals
4/19/23 1:30 P EDT…Update-3..Added to MedTech weighting in healthcare portfolios: ABT,HOLX, IHI. Talc liabilities weighing on JNJ shares, but sales growth up 5.6%, MedTech bright spot up 7.3%. Abbott (ABT) soars over 7% to $112 level on earnings with recovery...
by Raynovich Rod | Jan 23, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2… 1/31… Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3)...
by Raynovich Rod | Jan 17, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Biotech Stocks Rally During #JPM23 Favors Smaller Caps Bolt-On acquisitions expected to bolster product pipelines. Macro headwinds lessened with moderating inflation. Small and mid-cap biotechs provide an innovation narrative. Here are some takeaways from #JPM23:...
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...
