Rod Raynovich | TalkMarkets | Page 4
CEO of Raygent Associates
Contributor's Links: Raygent
Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a ...more

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Healthcare Sector Is Lagging As We Enter 2022 Earnings Season
The healthcare sector is perceived as defensive but in 2023 there is more investor appetite for risk based on the QQQ comeback and the XBI strength.
J.P.Morgan Healthcare Conference JPM23: Biotech Rally Favors Smaller Caps
Large cap biopharmas that outperformed in 2022 were generally weak last week from profit-taking and portfolio rebalancing.
Nice Gains During JPM23 Week: Benign CPI Report Brings Hope For A “Soft Landing”
Small-cap speculative biotech stocks regain interest with volatility.
Healthcare Portfolio Is Doing Well But Biotech Stocks Are Mired In Macro
The biotech sector has not done well in 2022 despite some strong runs. Small and mid-cap stocks are more “risk-off’ with interest rates rising and sentiment waning.
Uncertainty Grips Markets, On A Clear Day Maybe You Can See A Week Ahead
Healthcare stocks are now favored by many strategists because of their defensive nature and focus on US markets.
Can Biotech Stocks Continue Rallying In This Bear Market?
Despite a vicious bear market in 2022 biotech stocks have come back in October recovering with the XBI up 3.72% to $83.76 on Friday.
Steady As She Goes With Healthcare Stocks
Favorable seasonality lies ahead for Q4 with a caveat of Q3 earnings reports.
Choppy Days Lie Ahead So Why Fight The Fed?
We are in a bear market with choppy days over the next few months.
Large Cap Biopharmaceuticals: Core Holdings For Your Portfolio
Now that some clarity is apparent for drug pricing legislation you should have a few large-cap biopharmaceutical stocks in your portfolio.
Can Healthcare Stocks Continue To Outperform?
Large-cap healthcare and biotech stocks have been resilient amidst the market turmoil caused by rising rates and the global geopolitical crisis.
Healthcare Sector Still Looks Good But Lacks Momentum
The summer rally is over it’s a holiday weekend with low trading volume and bad news is pervasive. A decent jobs report on Friday brought in buyers in early hours until Russia intervened with a Nord Stream suspension of natural gas to Germany.
Whither Small Caps After Fed’s Tough Talk?
For now its better not to “Fight the Fed” because they are fighting the with the market. Now that everyone is scared of the Fed's rhetoric it would be better to wait a week or so as more data and earnings reports become available.
Check Your Portfolio For Small Cap Weighting: Growth, Innovation Or Speculation?
The SPDR S&P Biotech ETF remains our key indicator for small cap biotechs. It is up 14.55% over one month at $93.78 but is still down 16% YTD. The Russell 2000 is up 16.5% over one month mirroring biotech small cap performance.
Small Cap Biotechs Perk Up On Dealmaking
With M&A picking up we would think smaller deals make sense for large cap biopharma to expand pipelines and complement technology.
Broad Market Rallies Despite Currency Headwinds
HealthCare and Biotech shares have been strong over the past 30 days as investors have sought trades away from macro and earnings concerns. In times of volatility portfolio strategists may re-balance positions toward defensive healthcare stocks.
Small Cap Biotech Stocks Are Trending Well
Despite a little weakness last week, small cap biotechs are trending well for traders. For investors entering the trade on July 5 all of our. focus stocks are up except ChemoCentryx.
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