by Raynovich Rod | Feb 18, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Look for SMID Trades and Value in Mixed Markets Healthcare is stilll a Favorite Sector given Tech Volatility and High Valuations . Bull market for Biotech and SMID caps is intact, XBI up 1.44% yesterday.. Looking for a turnaround in MEDtech with Large caps. e.g MDT...
by Raynovich Rod | Feb 9, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 2/15/26…More rotation ahead or waiting for Trump ” State of the Nation?”. Biotech stocks peaked on1/22 with the XBI at the $131 handle and now at $122.86. Here are current sector trends YTD: Leaders: Energy Materials Consumer Staples;...
by Raynovich Rod | Feb 2, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-5 2/10…Evommune (EVMN) up over 70% to the $29 level on Ph.2 a proof of concept trial for moderate to severe atopic dermatitis. The Company completed an IPO at $16/sh in NOV. ’25 for proceeds of $172M. REGN was down on the announcement but...
by Raynovich Rod | Jan 29, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Healthcare Sector Review January 2026 This should be a good time to set markers in anticipation of earnings and after a sell-off in health insurance stocks as well as severe re-balancing in Technology and Precious metals trade. So with technology stocks hit by...
by Raynovich Rod | Jan 20, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-5 1/27/27…The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration’s posture to cut healthcare costs this should not be a surprise....
by Raynovich Rod | Jan 6, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Rayno BIObeat Day One : We will summarize at the end of the week. Today there was a nice recovery in Precision Oncology stocks and sequencing. 1/16/26….3p EST Traders are taking their profits after JPM26 and January effect but we still have earnngs and guidance...
by Raynovich Rod | Dec 22, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/5/26..A red screen day in biotech and biopharma : SMID caps brought two ETFS down about 1% but damage in SMIDs was contained off the lows. some stocks we own were actually up over 2%: CYRX up 2.82%,TEM up 3.75%, TMO up 3.15%,PSNL up 2.16%,QDEL up 4.44% …etc....
by Raynovich Rod | Dec 15, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 12/20/25….A recovery week for biotech with XBI up 0.24% at $123.43 after being down to the $119 level,, IBB u p0.46% at $170.20 after being down to $165,76. Many stocks were up big on Friday’ as the WH might be finished with DRUG PRICE...
by Raynovich Rod | Dec 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 12/13/25..Biotechs hold for the week as rotation moves out of Tech stocks; The IBB is down 0.51% but up 28% YTD at $169.42; XBI is down o.23% up 36.7% YTD at $123; ARKG down 2.36%, up 27.37% YTD at $30.20. Small cap performance also bodes well for SMID...
by Raynovich Rod | Nov 28, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 12/5/25…3:15 PST…EYPT still strong up another 5%;.ADPT down another big 14%-Benziga has a note on a Natera buyout that must be related to drop in ADPT stock. More later but more competition is coming to blood cancers so watch ASH-American Society...
