by Raynovich Rod | Jan 1, 2021 | 2024-25 Life Science Portfolios, 2025 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 | 2024-25 Life Science Portfolios, 2025 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 | 2025 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 | 2025 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...
by Raynovich Rod | Oct 7, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/15 1;20P… Both the IBB and XBI are stalled at the current 2020 double top. Our new picks are holding OSUR at $14.65, PACB $14.42 and VIR at $42. 10/16 11 a BioNTech (BNTX) and Pfizer emerging as vaccine leaders.Data coming soon. ==============...
by Raynovich Rod | Mar 2, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-1 nice broad biotech rally on stimulus hopes with biotech now seen as possible solution https://www.barrons.com/articles/the-dow-is-up-900-points-after-congress-agrees-on-8-3-billion-package-to-battle-coronavirus-51583350527?mod=hp_LATEST XBI up over 3%to $93...
by Raynovich Rod | Feb 11, 2020 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceutical Companies – Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy ’15. FWD PEs of sector are still lower than the market with S&P-500 at 18.9x. Good growth expected. Our Top...
by Raynovich Rod | Jan 21, 2020 | Biopharmaceuticals
Update-1 We remain on hold for taking on new positions. Biotech and healthcare stocks have made nice gains so let’s get through the earnings cycle. Markets are jittery despite rush to new highs at opening, S&P 500 down 0.82%, as of mid-day trading over...
by Raynovich Rod | Jan 14, 2020 | Biopharmaceuticals, Clinical Diagnostics and Tools
JPM Notes #2 : Investors buy into Life science innovation After a lackluster day Monday the tape for JPM life science sector stocks picked up with a decent rally. Major ETFs reversed the trend from yesterday with the IBB up 1.64% and the XBI up 2.94% despite NASDAQ...
by Raynovich Rod | Nov 18, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 10/20…China Phase 1 deal stalled -curbs strong momentum in biopharma. Amarin (AMRN) getting beat up by an Oppenheimer skeptic who thinks Vascepa growth will be tepid. Despite tape slowing many stocks saw huge gains: ASND NKTR SRPT etc. Per comment on...
