by Raynovich Rod | Sep 1, 2026 | Biopharmaceuticals, Healthcare stocks
Update-1 ..9/5/26…Stay with the following sectors for trades: Technology, Healthcare and Energy. The XLE was up 2.2% for the week at 64.15 just above the highs YTD. . From State Street: The climb in the energy sector came as crude oil futures also rose on the...
by Raynovich Rod | Jun 30, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 7/10/26 11:45a Watch out for Friday afternoons. A sell-off is developing in SMID biotechs with the XBI down 4.35% to the $157 level and a red screen day in my model. 7/10/26 After the close: some whale decided to unload a bunch of XBI at the top after being...
by Raynovich Rod | Jun 10, 2026 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2…6/11/26–11:25 AM…Green Screen Day in SMID Biotechs: XBI up over 2%, IWM up1.3%, ARKG up 0.8% …bingo! Some 2%+ SMID movers: ADPT, AMRX, AXSM, CYTK, DNTH, INCY. XNCR. Large cap 2.5% + movers: GILD, PFE, NVS...
by Raynovich Rod | Jun 1, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/7/26….Update after massive NASDAQ and Information Technology sell-off: The XLK fell 6.66% on 6/5 to $180.30.Strong support at $172. Strongest holdings AAPL and NVDA. Down 5.61% for week.Up 25.2% YTD. THe XLV was up 0.61% on 6/5 to $153.Strong support...
by Raynovich Rod | Aug 25, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
8/28/25 UPDATE-1 A small cap rally has helped SMID biotechs stabilize to some degree with the IWM up 5.4% over one month and 7.04% YTD but the anticipated big rally in general small caps has not yet developed.For example the ARKG is seriously lagging down over 3% MTD...
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 | May 28, 2024 | 2024-25 Life Science Portfolios, Life Science ETF's and Mutual Funds
Update: 6/7/24.,,Our model still looks good for experienced traders.Today for example GERON (GERN) soared 19% with approval of RYTELO for MDS associated anemia. We will summarize news from winning stocks over the weekend. XBI was weak today down about 1% to $91...
by Raynovich Rod | May 13, 2024 | 2024-25 Life Science Portfolios
Update-4 5/23/24…XBI down 3% to $89 handle, rates up =risk off, But S&P hold 5200. NVDA rules nothing else in broad sell-off. Update-3 5/22…XBI is holding the $92 level and several SMID stocks show gains:ADPT, CRNX,CRSP, PACB, TXG. NTRA near 52 wet...
by Raynovich Rod | May 2, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
Update-5 SMIDS are running today. Added NVAX to list. ADPT RXRX XBI are movers. UPDATE-4…AT close…XBI tried to rally back to $90 but closed at $88+. XBI drives SMID biotechs and as you can see it’s a red screen day if you are tracking our spec...
by Raynovich Rod | Feb 20, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 2/23/24. You know the story by now it’s all about AI and NVDA. As my friend said in the mid -90s “there is no end to chips Rod”. Overall one of the best weeks for the market but of course led by technology stocks. The equal weight small cap...
