by Raynovich Rod | Jul 28, 2025 | Biopharmaceuticals
Vacation Week through Aug 1-Limited Postings Will update major biotech and earnings news. Will summarize healthcare subsectors at end of week. Update-1 7/29/25 2:42P EDT…Look for strength on a weak day like today: ABBV, INCY, RNA, VRTX. A new tax on PATENTS!?...
by Raynovich Rod | Jul 21, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 7/23/25…10:45 a BIOTECH rally continues with ARKG and XBI up on a GREEN SCREEN DAY: Finally — one of our new Trading LIST picks XENCOR (XNCR) shows Momentum at $9.80, undervalued with P/CASh. at 1.5,RSI is now soaring.,one new partnership will...
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 | 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 | Jun 29, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 7/3/25…FIVE Day % winners: AMGN 6.85%, BIIB 4.9%, GILD 3.4%, MRK up 2.66%, PFE 4.7%,REGN 5.06%, VRTX 3.66%. BIOPHARMA OUTperformed many TECH ETFS: QQQ up 1.83%,, SOXX up 1.79%,XLK up 2.35%. BMY up 0.58%.LLY down 1.82%, NVS up 1.3%. NEWs : REGENERON...
by Raynovich Rod | Jun 23, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 6/26 A good day overall with not much momentum in biotech.Will summarize the action on Friday.. Trading focus remains small cap biotechs to see if strong moves can hold….key indicators are ARKG and XBI. Its all about TECH and AI for now....
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 | Jun 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 6/10/25 …Post ASCO rally: Biotech stocks remained strong from the ASCO Conference with good momentum from SMID caps. ARKG and XBI led the rally. Most mid-caps from our trading list were up with 3+ % gains in: CRMD, CYTK, DNLI, EYPT, ILMN. SLDB, TWST,...
by Raynovich Rod | Jun 2, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI,...
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...
