by Raynovich Rod | Jun 30, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2..7/7/26…Rolling roller coaster as today they sell chips buy energy and defensive including biopharma: GILD, LLY, JNJ all nice movers . PTCT up 4.4% at $89.20. Update-1 …M&A is good for biotech but this $10B deal had VRTX down after hours. VRTX...
by Raynovich Rod | Jun 23, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
6/29/26….We will update SMID cap biotechs tomorrow but you should review our January summary post after the JPMorgan Healthcare Conference. 6/27/26 ,,,Update-4: A Big Week for Biotech and Healthcare in a down market with the XLK down 5.4%. XBI up 10.4%, IBB up...
by Raynovich Rod | Jun 15, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 …7/19/26….A bit of a roller coaster week but ending on a positive note.Stocks come back strong after a brief Wednesday sell-off; market assumes worst is over with IRAN War and Crude is down leaving energy sector weak. Technology stocks are...
by Raynovich Rod | Jun 10, 2026 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2…6/11/26–11:25 AM…Green Screen Day in SMID Biotechs: XBI up over 2%, IWM up1.3%, ARKG up 0.8% …bingo! Some 2%+ SMID movers: ADPT, AMRX, AXSM, CYTK, DNTH, INCY. XNCR. Large cap 2.5% + movers: GILD, PFE, NVS...
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 26, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/30….Another big week for tech stocks wowee more FOMO. As the TV journalist saiid just buy anything related to Data Centers. Here is the sector performance for the past week from State Street with Information Technology up again 4.62% and Healthcare up...
by Raynovich Rod | May 18, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/23/26…Nice comeback for healthcare sector as the XLV is up 3.3% for the week but Technology continues to run with the XLK up 2.3%. But this was really a large cap rally with the PPH up 4.12% and the IBB and XBI trailing up about 1%. So we had some...
by Raynovich Rod | May 12, 2026 | Biopharmaceuticals
Update-3..5/18-10:36a EDT…IBB and XBI down 1% but tape still looks good with several movers up:CRMD up 3%, NTRA up 4.37%,PSNL up 8.5%, VCYT up 5.5%. Large cap biotechs poised for gains: ABBV, BMY,MRK, NVS .Detailed report coming. Regeneron Is down over 10% on...
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 | Apr 29, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-3… 5/1/26 ..After such big moves in the market this could be a good time to enjoy your profits and review your portfolio . Here are several SMID cap biotech stocks that we own, are in the money but poised for more gains: ABSI, ABOS, AXSM, COGT, ILMN,...
