by Raynovich Rod | Nov 12, 2019 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…One of the best days of the year for us; I will summarize later. Only laggard sector was speculative microcaps. Some of our best gains among healthcare/life science stocks: ABBV AMRN CRSP GILD ILMN TDOC UNH VCYT XBI ======= Update-1… Biotech gains...
by Raynovich Rod | Oct 15, 2019 | Biopharmaceuticals, Macro
Update-1 Large caps were mixed but our top picks are doing well: ABBV,BMY,MRK,RHHBY. But bad news from JNJ and BA may have curbed buyer’s sentiment. United Health (UNH) off Mondays lows of $220 to $245. In summary it looks like a good time fo adding larger cap...
by Raynovich Rod | Oct 2, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-2 10/4 Broad Rally day: all major averages up 1.4%, NAZ at 7982. Risk back on. But biotech lags major indices IBB up 0.75%, XBI up 0.21% to $76.82. Better trade for biotech has been large caps: ABBV, AMGN, MRK,RHHBY VRTX. Mid-cap movers: BLUE up 3.97%, GWPH up...
by Raynovich Rod | Sep 24, 2019 | Biopharmaceuticals, Macro
With biotech in a funk this timely article from Barron’s should help. Barron’s to the Rescue: Future of Biotech, article offers picks from a new Roundtable (above link may not open because requires subscription) Some of the picks ASND, MDCO,MGTX,NVTA,RGNX,...
by Raynovich Rod | Jul 11, 2019 | Biopharmaceuticals
Update-1 11a EDT, Large cap drugs and biotechs resume slide on drug pricing “reform” from Trump threats. IBB down 1.37%, XPH in downtrend tp $38.41. Laggards holding BIB, GILD. Winners losing MRK, RHHBY. LLY and PFE hit hard. Gene therapy green: BOLD,SGMO....
by Raynovich Rod | Jun 5, 2019 | Biopharmaceuticals, Macro
Update-3…6/7- 1p EDT… Broad Tech Rally Underway Hot stocks in life science: CRSP, GILD, GSK, ILMN, VRTX, XBI up 1.56%. Update-2 …Bit of a rally at the close on the day-to-day tariff drama- now softening on Mexican tariffs; way too much obsession and...
by Raynovich Rod | Apr 21, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 XLV up from bottom at $86 to $88.63. IBB holding but more choppy at $107 level. Update-2 12p EDT-IBB flattish at $106 as earnings on large caps come in-will be reviewed at end of week. ABBV down 0.8% on Humira concerns:, profit forecast raised EPS gains...
by Raynovich Rod | Apr 15, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-2 10:45a 4/17…XBI down 3.37% to FEB support at $86. Healthcare issues are spilling over to biotech.Red screen day and all biotechs hit very hard.Drug pricing models are under scrutiny. Update-1…NASDAQ ekes out small gains but large cap biotechs...
by Raynovich Rod | Apr 7, 2019 | Biopharmaceuticals
4/11 ALERT: Need to check out reasons for biotech sell-off; could be proposed drug pricing bills and “affordability board.” See STAT News . See 4/11 chart below for XBI. Choppy pattern returns at resistance with no breakthrough highs. Biopharma stocks...
by Raynovich Rod | Mar 29, 2019 | Biopharmaceuticals, Clinical Diagnostics and Tools
Update-4. 4/3 11:45A… Mid and Small Cap biotechs are momentum leaders: XBI hits 2019 high at $92.50. Update-3 4/2/19… Biotechs Outperform Major Market Indices Gene therapy stocks rally big: SGMO 28.96%, VYGR 7.38%, CRSP 6.91% NTLA 4.9% MGTX up 4.6%,...
