by Raynovich Rod | Sep 1, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharma Stocks Did Well in August Biopharma stocks offer growth plus dividends.Standouts are ABBV, AZN and GILD. Comeback candidates for 2026: from LLY,REGN and VRTX. Risk remains from tariffs and pushback from Trump Administration policies on drug...
by Raynovich Rod | Aug 11, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
UPDATE-2 8/17…Small cap biotechs from our trading list are on fire plus healthcare stocks are having a great week with the XLV up 4.65% and the IBB up 5.09%! Our next update is coming on Monday. Update-1 8/12 10:34a EDT— Small cap biotechs are rallying...
by Raynovich Rod | Aug 4, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update -3 8/8/25. 2p EDT: ..Selected Biotech trades from our LIST continue to move despite lack of momentum in the bellwether XBI at $85.52. Gilead Sciences (GILD) is 8% today on a big earnings release. Q2 sales increased by 2% to $7.1B. We cashed in on our...
by Raynovich Rod | Jul 13, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
7/21…10:15a SMID biotech rally leads the way: ARKG at $26 and XBI. Watch for momentum continuing in: EYPT, COGT, MNMD, PACB, RXRX, XNCR-all longs 7/17/25.. 2.35P EDT…Calmer markets today with momentum coming back on selected SMID Biotechs: COGT, EYPT,...
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 | 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 | Sep 30, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
by Raynovich Rod | Sep 23, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
Update-1 9/26/24… SMID CAP trading list movers today: ADPT, ARKG, CRMD, PACB,RXRX, TEM, TXG, TWST, with IBB up 1.09%. We will summarize complete list over the weekend. Adaptive Biotechnologies (ADPT), soars 22% on European certification. CorMedix...
by Raynovich Rod | Sep 9, 2024 | Biopharmaceuticals
Large Cap Biopharma are Core Holdings and just off their highs for the Year Our top picks have been ABBV, LLY, MRK, REGN and VRTX all up more than 20% except MRK is lagging. AZN and PFE have been trades and PFE is still a good hold..GILD looks like a good long trade....
by Rod Raynovich | Sep 2, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 9/11..Selective SMID biotechs ran up today along with the mid day reversal in the tech stocks showing speculative interest remains in the market. Watch ARKG and XBI for strength. Some big movers this week: ADPT,CRBU CRMD,DNLI, NTRA, ROIV,VCYT. But SUPN was...
