by Raynovich Rod | May 2, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Tools and Diagnostics Portfolio
Trading Window Is Open For SMID Life Science Trades Green screen day as FED risk fades although rate cuts are on pause. Data dependent on inflation and labor. XBI bellwether romps off bottom now up over 5% but tracking toward $90. Model below is still under...
by Raynovich Rod | Apr 15, 2024 | 2023-24 Life Science Portfolios
Update-2…4/18…Sellers may be going away but buyers are still in hiding. XLV flat at $138.49, IBB down 0.99%, XBI down 1.385 at $83.48.UNH continues recovery up 2.96% at $493. Choppy tape with a reddish screen. Noted weakness in chip stocks with AMAT down...
by Raynovich Rod | Mar 11, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 3/19..2:40p EDT..Stealth rally pre-FED day, call it an AI rally as all major indices are up. 10 year at 4.295%.If TSY yields stays down then small caps can follow: SMID Biotechs UP today are :CRBU, CBRX, CRMD,CYRX, PACB, SUPN etc with some buying in XBI at...
by Raynovich Rod | Mar 4, 2024 | 2023-24 Life Science Portfolios
Update-3 3/6/2..The XBI huffed and puffed but could not break out from $100 today so my call stands that speculating in SMID biotechs is risk off. The less volatile IBB held near the $138 level. I’ll update our trading list at the end of the week but for now...
by Raynovich Rod | Feb 26, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...
by Raynovich Rod | Jan 22, 2024 | 2024 Rayno Biopharmaceuticals Portfolio
Update -5 1/28/24…Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA cap earnings and biopharma large caps – LLY, MRK,REGN,...
by Raynovich Rod | Jan 15, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 1/19/24 2:45 EST ……XBI trying to bottom at $87 handle, but consider test providers in light of pick up in patient utilization of healthcare DHR ,TMO. NAZ up 1.5% on huge tech rally. AMD at all time high at $170. Update-2 1/18/24,,,11:15 EST…...
by Raynovich Rod | Jan 9, 2024 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/11/24 10:21 A EST …..Small cap biotch rally fading fast with CPI at 3.4% and market focus on crude disruption in Middle East and Bitcoin launch. XBI down 2.5%. Healthcare Playbook: JPM 24 Day Two The rally ebbed today as TSY yields rose yet there were good...
by Raynovich Rod | Jan 8, 2024 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Healthcare Playbook -JPM Day One 1//24 Momentum resumed in many small cap biotech stocks today helped by dealmaking. The IBB was up 2.4% to $139.39 and the equal weighted small cap XBI was up 4.6% to $93.42. Among the big movers on our SMID Focus list below are:...
by Raynovich Rod | Dec 26, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-4 1/3/23-1p EST,…Shift in biopharma toward large cap biotechs. Review small cap trades for profit taking. Our favorite large caps are: ABBV, GILD, LLY, MRK, REGN, VRTX; more speculative picks are BBII and PFE. We will update our Large Cap Biopharma...