by Raynovich Rod | May 27, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Can Biotech Stocks Regain Momentum? Biotech has reached a nadir in political support and government resources have been drastically cut at FDA, CDC and NIH. Many SMID biotech stocks are trading near 52 week lows but there are many innovative companies. Follow ASCO...
by Raynovich Rod | May 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 5/22-23….. 10:50a EDT….VIGL continues to run on Sanofi acquisition.at $8/sh. Should spark our SMID biotech trading list but XBI is stuck at $78. Ahead of ASCO we should see more green shoots among SMID biotechs and soon some major news from...
by Raynovich Rod | May 6, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-4..5/13…3:15 p TECH and SEMI rally but nothing for biotech and UNH is a disaster. Too volatile for trading. XBI at $77+. Update-3…5/12..10a EDT. HUGE rally on China opening deal??…In the meantime SMID biotechs are soaring off the 2025 lows...
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 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...
