by Raynovich Rod | Jan 23, 2023 | 2023-24 Life Science Portfolios, 2024 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 | 2023-24 Life Science Portfolios, 2024 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 | 2023-24 Life Science Portfolios, 2024 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 | Oct 17, 2022 | 2024 Rayno Biopharmaceuticals Portfolio
Update-2 10/21 … Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market...
by Raynovich Rod | Jan 17, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
1/22 …More Freefall on Friday Yesterday’s freefall action felt a lot like 2001 when the market was trying to digest the 1999 bubble days.As we have been saying for many months once the momentum slowed stay away from speculative stocks without financial...
by Raynovich Rod | Oct 31, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-2 11:30 a EDT 11/5 …Disruption from Pfizer for Coronavirus Stocks: Pfizer shares up 8% on new experimental antiviral pill tea cuts hospitalization rates.Covid vaccine and diagnostics stocks hit hard : BNTX down 19%,MRNA down 21%, QDEL down 6%, REGN down...
by Raynovich Rod | Oct 25, 2021 | 2023-24 Life Science Portfolios, 2024 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 | Oct 11, 2021 | 2023-24 Life Science Portfolios, Biopharmaceuticals, Macro
Update-3 10/15/21 10/15/21…9/20a Broad rally carries biotech stocks off recent bottom with IBB to $155 to $157.87…XBI up 1.67% to $127.10. But technology shares gave been stronger. Retail sales rise 0.7% despite supply chain issues. Pre-market looks good...
by Raynovich Rod | Sep 16, 2021 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Biotech Bounce in Mid-Small Caps- life science stocks find buyers. Bellwether tickers : ARKG up 3% to $83.93, XBI up 1.44% to $132.88. Update-1 …Triple witching selling pressure again as expected but a little green at the end of day. DJI down 0.48%, NASDAQ down...