by Raynovich Rod | Jul 7, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 …7/11/25…Momentum eases on tariiff threat with Canada. President Trump said tariffs on Canadian goods will go up to 35% next month. The market was at new highs on Thursday and this apparently gave Trump more leeway to launch stronger messages to...
by Raynovich Rod | Jun 29, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 7/3/25…FIVE Day % winners: AMGN 6.85%, BIIB 4.9%, GILD 3.4%, MRK up 2.66%, PFE 4.7%,REGN 5.06%, VRTX 3.66%. BIOPHARMA OUTperformed many TECH ETFS: QQQ up 1.83%,, SOXX up 1.79%,XLK up 2.35%. BMY up 0.58%.LLY down 1.82%, NVS up 1.3%. NEWs : REGENERON...
by Raynovich Rod | Jun 23, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 6/26 A good day overall with not much momentum in biotech.Will summarize the action on Friday.. Trading focus remains small cap biotechs to see if strong moves can hold….key indicators are ARKG and XBI. Its all about TECH and AI for now....
by Raynovich Rod | Jun 16, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
6/18/25…FED on hold with economy ok but tariffs creating uncertainty-rates unchanged. Nice little rally in SMID biotechs with both ARKG and XBI holding. Modest gains in GH, LGND,NTRA, ROIV, RXRX, SDGR, SLDB, SUPN , TWST, TGX, VCYT, WVE. Optimism in biotechs...
by Raynovich Rod | Jun 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 6/10/25 …Post ASCO rally: Biotech stocks remained strong from the ASCO Conference with good momentum from SMID caps. ARKG and XBI led the rally. Most mid-caps from our trading list were up with 3+ % gains in: CRMD, CYTK, DNLI, EYPT, ILMN. SLDB, TWST,...
by Raynovich Rod | Jun 2, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI,...
by Raynovich Rod | May 27, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/3010a EDT….. WHIPSAWED. Changed course again after Trump comments on China roil markets-risk off. Renewed escalation in tensions with China. You have heard the magic word before “uncertainty”. Regeneron continues downward course after...
by Raynovich Rod | May 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 5/22-23….. 10:50a EDT….VIGL continues to run on Sanofi acquisition.at $8/sh. Should spark our SMID biotech trading list but XBI is stuck at $78. Ahead of ASCO we should see more green shoots among SMID biotechs and soon some major news from...
by Raynovich Rod | May 16, 2025 | Biopharmaceuticals
Stocks Show Resilence off early April Lows A nice week despite uncertainty from tariffs with the S&P 500 up 5% and NASDAQ up 7%. Healthcare and biotech stocks were still selling off until the recent 2 day snap back . Tech stocks were huge winners and AI is back...
by Raynovich Rod | May 6, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4..5/13…3:15 p TECH and SEMI rally but nothing for biotech and UNH is a disaster. Too volatile for trading. XBI at $77+. Update-3…5/12..10a EDT. HUGE rally on China opening deal??…In the meantime SMID biotechs are soaring off the 2025 lows...
