by Raynovich Rod | Apr 12, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 A Bit of a Rally despite the JNJ Vaccine Setback We have the best day for life science stocks in weeks despite a “pause” in distribution of the JNJ vaccine due to blood clots. Many experts don’t think it is a major problem just a...
by Raynovich Rod | Feb 28, 2021 | Biopharmaceuticals, Clinical Diagnostics and Tools
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of an improving economy.The Ten Year Treasury Yield dropped to 1.446% off...
by Raynovich Rod | Feb 15, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 2/17-11a…Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with slight gains for the DOW, Financials were strong with TSY yields...
by Raynovich Rod | Jan 25, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody mirroring the therapeutic potential of the Lilly (LLY) developments....
by Raynovich Rod | Jan 13, 2021 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
JPMorgan Healthcare Conference Notes #1: Current Portfolio Positions Focus is Coronavirus diagnostics and vaccines. Gene therapy is poised for next wave: The Conference boosted many stocks as you might expect in a bull market for biotech. We reviewed rather quickly...
by Raynovich Rod | Jan 10, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio
Best Biotech Trades of 2020. We were on vacation over the past week and that combined with all the crazy mob news from the Capitol combined with the worsening pandemic makes it hard to focus . Nonetheless stocks are booming and many financial writers and analysts feel...
by Raynovich Rod | Jan 1, 2021 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 Jan 5, 2021 Nice Reversal to the Upside! Energy stocks rock! NASDAQ moved up 1% and the S&P followed up 0.71% both near highs of the day. Energy stocks were a big gainer with the XLE up 4.5% and the metals ETF up 5%(XME) a new trend in materials and...
by Raynovich Rod | Dec 6, 2020 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-4 12/10….Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease; Sangamo (SGMO) up 50% on Hemophilia A gene therapy. Gene therapy...
by Raynovich Rod | Nov 22, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 11/27 12p EST….Biotech rally underway with XBI at $130. Momentum market.IBB at 142.94.Small caps outpacing large caps. Vaccine stocks continue to run: BNTX, MRNA, NVAX. Gene editing movers : CRSP, EDIT, NTLA; mid caps strong. Large caps winners: AMGN...
by Raynovich Rod | Nov 1, 2020 | 2024 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 11/4/20…Huge rally in Biotech and Healthcare -Call it the gridlock rally. Biotech Green Wave? As we picked them on Sunday evening the large cap biotech and healthcare stocks soared. Looks like the big stimulus trade has waned hurting industrials and...