by Raynovich Rod | Apr 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 4/13…We will summarize market performance for healthcare and biotech on our next update: XLV was up %1.18% the past week, the XBI up 0.91% and the IBB was flat. YTD Healthcare is up about 6.5% YTD whereas Technology is down 11% YTD. But the bigger issue...
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...
by Raynovich Rod | Feb 24, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
2/28/25. Upate 2 2/28…Market recovers despite heated Trump/Zelensky exchange. Healthcare still leads the way but importantly buys come into NAZ stocks in last hour up 1.67%. Some nibbles on SMID lifescience stocks with XBI up 1.85% to $88.71: CPRX, CRNX, NVAX,...
by Raynovich Rod | Feb 20, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharmaceuticals- Performance Metrics The best performing biopharma stocks YTD were: ABBV up 8.5%, AMGN up 11.8%, AZN up 12%, GILD up 12.7%, LLY up 9.4%, VRTX up 14%. The worst performing biopharmas YTD were: BMY down 4.7%, BIIB, down 10.2%, MRK down...
by Raynovich Rod | Feb 17, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the largest healthcare holdings in our portfolio. Political crosscurrents are a...
by Raynovich Rod | Feb 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ….2/14/25…Happy Valentine’s Day!… RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29% in 5 days. Jumped into REGN too soon down 4.57% In 5...
