by Raynovich Rod | Apr 16, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, Macro
Update-2 4/21/25…11a EDT..XBI trying to bounce in mid 70s up 1% at $76 handle. SMID biotech movers: EYPT RYTM RZLT WVE GPCR etc. Update-1 4/17/25–UNH shares crash over 20% on earnings release due to higher medical costs. Unbelievable surprise because this...
by Raynovich Rod | Apr 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
UPDATE 4/15/25: Nice Rally in SMID BiOTECH on Monday then faded. UPDATE tomorrow with UNH Congress needs to do their job and prioritize cancer research funding especially for clinical trials. Update-3 4/13…We will summarize market performance for healthcare and...
by Raynovich Rod | Dec 10, 2024 | Biopharmaceuticals
UPDATE-3 12/20…Back for the CHRISTMAS RALLY Well we are back from holiday and today was a nice 1% plus rally on huge volume led by usual suspects AAPL, AVGO, GOOGL and JPM etc.plus a broader rally with the equal weight S&P 500 (RSP) up 1.4%. EVEN healthcare...
by Raynovich Rod | Mar 31, 2024 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-3 4/5/24 Steady gains with a lot of green. Small cap life science 2+% gains: CRMD, CRNX, CYTK,GERN, NTRA,RXRX,TWST. XBI holding at $90 level. Update-2 4/4/24 Stocks reversed after some early strength as small caps and momentum trades took a hit. Selling picked...
by Raynovich Rod | Mar 25, 2024 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 MRK up 5% to $131.81 on FDA approval of PAH (Pulmonary Arterial Hypertension) Drug. ABBV and LLY get small gains SUPN up 3.88%. Nice pick-up in momentum from our SMID trading list: ABOS, CPRX, CRMD, CYRX, PACB, ROIV,, VCEL, VCYT, etc, XBI up 2.38%. XLV...
by Raynovich Rod | Feb 26, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
3/1/24…Still plenty of good biotech trades around as XBI recovers over 3% to $101.53. Big movers today were: ABOS, CRMD, DNLI, GERN, IMTX, SUPN. https://www.nasdaq.com/market-activity/etf/xbi/advanced-charting 2/29 at close ..MOmentum is easing with volatility...
by Raynovich Rod | Dec 4, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biden vs Biopharmaceutical industry: “March in on Patents”.. https://x.com/PeterKolchinsky/status/1732852724675273103?s=2 Will the Administration take back licensing rights with government funded research to control drug prices? ======= ASH this past week....
by Raynovich Rod | Jan 26, 2018 | Biopharmaceuticals
Update-1 10:40am EST, NASDAQ off 0.75%, S&P 500 off 0.82% Caution in biotech and healthcare stocks with disruptive announcement from J.P.Morgan, Amazon and Berkshire Hathaway with XLV down 2%. The three companies announced Tuesday that they would form an...
by Raynovich Rod | Jun 22, 2017 | Biopharmaceuticals
6/27/17 Red Screen Day: Sell-Off in Biotechs Possibly Due to Senate Delay in Healthcare Vote IBB down 1.54% at $314.80. Momentum stocks are weak; NASDAQ down 1.2%. Take profits on XBI trade at $78 range after 34% move YTD. Allow time for arm twisting by Republicans...
