by Raynovich Rod | Oct 27, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 10/28… Earnings Update: UNH beats Q3, raises guidance full year e $14.90, revenue of $113B misses with YoY 12% growth, but looks like a safe hold. Regeneron beats earnings and Revenue Q3 $3.75B, EPS $13.62.. New FDA approval- Libtayo,s, a new dividend,...
by Raynovich Rod | Oct 26, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 …10/27…SMID BIOTECH rally on a green screen day.. many hot biotechs in Russell 2000: AXSM, BBIO,CYTK, CRNX, TEM etc Today we read on Bloomberg at 10a about a deal that said Novartis (NVS) will buy Avidity Biosciences (RNA) for $72 share....
by Raynovich Rod | Oct 23, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
HEALTHCARE Stocks Are Coming Back Led by Biopharma so what’s next? The XLV portfolio weighting has shifted to LargeCap Biopharma which has performed well (see our articles). Biotech has shown strong momentum in Q3 with SMID caps leading: IBB up 16.3% YTD and...
by Raynovich Rod | Oct 15, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 10/22/25,,,Small cap biotech momentum rally fizzles on profit taking. Healthcare investors should look at Medtech and US Medical Devices with the IHI and health sciences sector with FSMEX. Update at end of the day. TMO up 19% MTD at $563. Healthcare sector...
by Raynovich Rod | Oct 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 10/14…A volatile mixed day with a slight shift away from large cap tech to speculative small caps favoring biotechs. Regional banks strong. Rare earth conflicts with China .Looking at our SMID cap trading list today: XNCR down 11% on profit taking after...
by Raynovich Rod | Sep 29, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/2/25… MAJOR Market Indexes compared to biotech: QQQ up 18.48% at $605.73, S&P 500 (SPY) up 14.19% at $669.22, DJI up 9.34% at 46,519. Ark Genomic Revolution (ARKG) up 26.58% ytd at $29.81. iShares biotechnology ETF (IBB) up 13.17% ytd at...
by Raynovich Rod | Sep 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 SMID biotechs rally underway as all there of our tracking ETFs are up ARKG up 5.6% , IBB, up 1.57%, XBI up 1.345 as a broad based rally pullls many stocks to new highs. Interest rate cut is “baked in”. New small cap picks are all up: CBIO, PSNL,...
by Raynovich Rod | Sep 4, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Small Cap Biopharma Stocks: Momentum Looks Good for Gains Our bellwether ETFs for this group are: Ark Genomic Revolution (ARKG) up 3% 1m and 5% YTD; S&P SPDR Biotech( XBI) up 7.66% 1m and 3.79% YTD. Most of these picks have been screened for analyst ratings (buy...
by Raynovich Rod | Sep 1, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Large Cap Biopharma Stocks Did Well in August Biopharma stocks offer growth plus dividends.Standouts are ABBV, AZN and GILD. Comeback candidates for 2026: from LLY,REGN and VRTX. Risk remains from tariffs and pushback from Trump Administration policies on drug...
by Raynovich Rod | Aug 25, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
8/28/25 UPDATE-1 A small cap rally has helped SMID biotechs stabilize to some degree with the IWM up 5.4% over one month and 7.04% YTD but the anticipated big rally in general small caps has not yet developed.For example the ARKG is seriously lagging down over 3% MTD...
