by Raynovich Rod | Mar 9, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
What is your portfolio allocation by sector?
by Raynovich Rod | Mar 2, 2026 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 3/6/26… After the close learned that UBS upgraded biopharma stocks. Will review the sector over the weekend. XBI turned green and flat not down at the close. The IBB found buyers at $167. XNCR was up 1.35 at $11. Update-1 3/5/26 8:45A…Biotech...
by Raynovich Rod | Feb 18, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update 3/1/26: Get ready to rebalance your portfolio with War in Iran. Precious metals, energy, materials and Aerospace/ Defense stocks can be an initial focus. Check futures at 6P PST Sunday evening. Update-2 2/24/26,,,Fears of AI disruption continues to dominate...
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...
