by Raynovich Rod | Sep 16, 2021 | 2024-25 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 | Jul 26, 2021 | 2025 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...
by Raynovich Rod | Jun 9, 2021 | 2025 Rayno Biopharmaceuticals Portfolio
Update 6/14 2p -EDT The ASCO Rally tailwind looks good whether you are a trader or long term investor. As we called it on May 31 we thought the timing was right to add positions to biotech stocks. The rally is a bit more spotty now after a ~10% + move in the XBI but...
by Raynovich Rod | Apr 30, 2021 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
5/7/21 10:30a EDT Nice Move in Regeneron (REGN). I finally made a good option trade . I wanted to own REGN which looks undervalued (PE about 12, P/S 6.30) among large cap biopharma. Q1 Results were good but concerns remain on Sanofi R&D relationship.The key to...
by Raynovich Rod | Apr 12, 2021 | 2025 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 | 2025 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 | 2025 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 | 2025 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 | 2024-25 Life Science Portfolios, 2025 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...
