by Raynovich Rod | Dec 23, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1…DEC 27 a low volume trading day and the sellers have come on early as investors and traders rebalance their portfolios.And tax considerations play a big role.But SMID biotechs are trading actively and yesterday despite the XBI up less than 1% we saw...
by Raynovich Rod | Nov 3, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
BIG Movers today from two of our longer term portfolio picks. Update-4…11:11am 11/24…ABBV down over 10% ,BMY up on Abbvie Phase2 Schizophrenia drug failure. MRK also weak down 2%. Update-3 11/7…Gilead Sciences (GILD) beats stock trending toward...
by Raynovich Rod | Oct 21, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
10/28/24….Movers from a new hot disease areas of kidney disease. Vera Therapeutics soars 15% on Phase 2b results for kidney drug. VERA is up 207% YTD. EyePointPharmaceuticals (EYPT) up 27% on interim data for Diabetic Macular Edema. 10/27/24…Update-2...
by Raynovich Rod | Oct 14, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 …10/17…Earnings Abbott (ABT) returns to growth in MEDTech: Raises EPS. a strong hold with DIV. of 1.88%. United Health (UNH) a core holding in any healthcare portfolio navigates increasing medical costs and cyberattack. Updated at 11:30a 10/18....
by Raynovich Rod | Sep 30, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
by Raynovich Rod | Aug 28, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Life Science Sector Update August 2024 Nothing seems be happening lately in the market as we wait for Nvidia earnings. It’s the slowest week of the year, we are at the market top and most earnings reports are good. And FED Chairman Powell recently indicated a...
by Raynovich Rod | Aug 13, 2024 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 8/19..11:15 am EDT…RALLY in SMID biotechs continue with moves in ARKG and XBI. UPDATE-1 12n AUG 15…MOmentum is picking up in our SMID trading list. We are long bellwether XBI and added ARK Genomic Revolution (ARKG) as a trade because this ETF has...
by Raynovich Rod | May 28, 2024 | 2024-25 Life Science Portfolios, Life Science ETF's and Mutual Funds
Update: 6/7/24.,,Our model still looks good for experienced traders.Today for example GERON (GERN) soared 19% with approval of RYTELO for MDS associated anemia. We will summarize news from winning stocks over the weekend. XBI was weak today down about 1% to $91...
by Raynovich Rod | May 13, 2024 | 2024-25 Life Science Portfolios
Update-4 5/23/24…XBI down 3% to $89 handle, rates up =risk off, But S&P hold 5200. NVDA rules nothing else in broad sell-off. Update-3 5/22…XBI is holding the $92 level and several SMID stocks show gains:ADPT, CRNX,CRSP, PACB, TXG. NTRA near 52 wet...
by Raynovich Rod | May 12, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Healthcare and Biotech Investing 101: What you need to know. What is your current allocation for healthcare stocks? Large cap stocks that pay dividends are the best positioned for growth plus value. Start with an ETF plus one Fund. If you have been reading our...