by Raynovich Rod | Apr 30, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/4/24: a great week for SMID biotechs here are some winners; From our trading list stocks near 52 week highs: ADMA, ADPT, BBIO, CPRX, EXEL, GH, RYTM. XBI at $83.50 down 7.28% YTD, up 3.6% past month in an uptrend, 12 mo. high $104.18. New buy and adds/holds...
by Raynovich Rod | Apr 28, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2..4/29…3p EDT…Novartis (NVS) stock up over 1% on earnings beat raised guidance. Broad pipeline in four therapeutic areas. Good value with FWD PE of 14.9,PS of 4.3, Div.of 3.5%, RSI trending up. Added to stock today. Strong momentum in pharma,...
by Raynovich Rod | Apr 22, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
Update-3 …ABBVIE (ABBV) beat with adj. EPS 2.46 earnings and revenues of $13.343B an increase of 4%, but tariff issues lurking,,, I$10M investments will be made in U.S. Strong sales $6.264B of new immunology drugs Rinvoq and Skirizi an increase of 16.6%. EPS...
by Raynovich Rod | Apr 16, 2025 | Biopharmaceuticals
Amidst the tariff chaos we may get clues from one of the most defensive sectors of the market-healthcare stocks. Recently we provided a playbook of positions for those actively managing their LIFE SCIENCE portfolios. However in the midst of tariff chaos and...
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 | Mar 31, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 4/6/25 …Signposts at end of Hell Week, here are values: XLV at 135.28…down 6.39% week ,1.66% YTD, IBB at $117.16 down 10.08% week, 11.38% YTD, XBI at $73.66 down 12.73% % week, 18.21% YTD. DOW down 9.9% YTD, NASDAQ 100 down 17.2% YTD, S&P...
by Raynovich Rod | Mar 24, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 The answer is YES healhcare stocks are DEFENSIVE. SEE next post. Update-2 March 27 3P EDT….Large caps holding after brief SELL-OFF earlier this week. Added to VRTX today. Losing interest in PFE despite 6% dividend? MRK and REGN see hopeless. SMID caps...
by Raynovich Rod | Mar 17, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 …3/19/25…Another rally day makes 3/4 for SMID caps. ARKG and XBI both up over 1%. 70% of our life science trading stocks are green with nice winners on our focused trades: CRMD,TEM,TWST, PACB, RNA, etc. New buy ADMA at $20 specialty biologics. All...
by Raynovich Rod | Mar 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
update-3 3/14—A broad relief rally today after a miserable week took the NAZ up 2.61% and the Russell 2000 up 2.42% and the XBI was flat ending the week at the $87 level. And that was good, Our focus lately has been the SMID cap biotech stocks and they were...
by Raynovich Rod | Mar 3, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…3/7/25—The market was headed for more losses on Friday during a bad week from tariff chaos when Chairman Powell came on helping calm markets.The healthcare sector continue to avoid tariff issues but we have a few more rounds including...
