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 | May 4, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…Digestion day after the huge run-up in AI semiconductor stocks yesterday. As one might expect few investors are paying attention to biotech stocks with the XBI down about 3% but holding a sight uptrend at $133. And the IWM is off its recent highs of...
by Raynovich Rod | Jan 20, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-5 1/27/27…The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration’s posture to cut healthcare costs this should not be a surprise....
by Raynovich Rod | Dec 15, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 12/20/25….A recovery week for biotech with XBI up 0.24% at $123.43 after being down to the $119 level,, IBB u p0.46% at $170.20 after being down to $165,76. Many stocks were up big on Friday’ as the WH might be finished with DRUG PRICE...
by Raynovich Rod | Nov 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
11/24/25…Update-4—11:00a EST—–GREEN SCREEN DAY in early trading with both IBB and XBI at new 2025 highs, laggard ARKG catching up at $29.34 up over 3%. Many 4% movers from our trading list—DNTH new buy, ADPT, ABOS, DNLI, GH, PACB,...
by Raynovich Rod | Oct 27, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-6 11/10/25…SMID Biotechs in a romp!…Cogent Biosciences (COGT) up 130% on Phase 3 Study. XBI up 1.5% at $110 level. Update-5…11:11a 11/7/25…XBI slices thru support of 20 day down 2.4% to $106 level-a red screen day. Moreover all SMID...
by Raynovich Rod | Oct 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 10/14…A volatile mixed day with a slight shift away from large cap tech to speculative small caps favoring biotechs. Regional banks strong. Rare earth conflicts with China .Looking at our SMID cap trading list today: XNCR down 11% on profit taking after...
by Raynovich Rod | Sep 15, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 9/19/25. It was Huge Week for Small Cap Biotech with all major biotech tracking ETFs UP: Unfortunately traders took profits on Friday. We will review our trades over the weekend. The IWM also led the way peaking Thursday afternoon, but still up 1.95% for...
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 | Aug 18, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 8/24 We will focus on Small cap biotechs from our trading list below over the next few weeks now that health care stocks have stabilized. If you have signed uo and are not getting our weekly updates please send an E mail to rod@rayno.com. Thank you....
