by Raynovich Rod | Mar 6, 2023 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Update-2 3/9/23… Silicon Valley Bank Collapse triggers more selling in small cap biotechs.Sold XBI at $79 for 4% profit now at $75. Large cap biopharma holding up well in green. Jobs grew solidly but at a slower pace.So looking for a 25 bps rate increase. Risk...
by Raynovich Rod | Feb 20, 2023 | 2023-24 Life Science Portfolios
SMID Life Science Stocks: Investor or Trader? Despite choppy trading there is an upward tilt to life science stocks since 9/26/22 lows. Three stocks are strong holds: EVH,HOLX and QDEL. Can gene therapy break through in 2023? Our SMID (small and mid) life science...
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 22, 2023 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1…1/29/23 Risk On! Speculative small cap life science stocks continue to run with the XBI up 2.76% for the week. Movers for the week included: CRSP up 6.39%, CYRX up 6.07%, GERN up 4.7%, and VCYT up 4.58%. Some of the winners in our portfolio were losers...
by Raynovich Rod | Aug 14, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile seasonality and inflation data. Small cap strength:ARKG up 2.39%, IJR...
by Raynovich Rod | May 30, 2022 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks, Macro
Update-4 June 8 Sideways market with trading opportunities in Small cap biotechs. With markets so choppy day to day and volatile within day it is hard to trade. But in my most recent trades I am more hopeful with this buying window. The bellwether remains XBI which...
by Raynovich Rod | Nov 7, 2021 | 2023-24 Life Science Portfolios, Biopharmaceuticals, Macro
11/9…at close..NASDAQ lower by 0.6% after 12 day win streak. IBB down 1.34% coinciding with Biden drug pricing proposal? Large caps mixed but no sell-off. Sold my ARKG and XBI trades at about 3% profit. Vaccine stocks weak. Mid-cap focus stocks weak. Mid-cap...
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...
by Raynovich Rod | Sep 9, 2021 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Update-1 Five days of selling but looks like routine re-balancing at market highs. NASDAQ leads way down 0.7% Whether it is concerns about Washington or a seasonal buyers strike or even an extended summer vacation who knows? The 3.3% drop in AAPL on App Store ruling...
by Raynovich Rod | Jul 26, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Stocks Are Tracking Well-Indices are at Record Highs Look to Large Cap Biopharma earnings in coming weeks. Pfizer on Wednesday. Momentum in speculative small caps are lagging so may need to wait for Q4. Macro concerns lie ahead: China, Infrastructure deal...