by Raynovich Rod | Jun 30, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Innovation Drives Gains in SMID Biotech Stocks Our SMID Biotech Model continues to churn out winners- innovation resides in small cap stocks. ASCO data has confirmed Value of Precision Oncology, genomics and use of MRDs for tracking therapies. Drivers are clinical...
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 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 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 20, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update -3 Get ready for SMID cap biotech Q2/Q3 rally, historically strong because of ASCO. Here are several SMID stocks on our trading list that have made huge gains YTD with the XBI up 4.76%: APLs up 60%, CBIO up 55%, DNLI up 16%, DNTH up 103%, PTGX up 20%, SLDB up...
by Raynovich Rod | Apr 14, 2026 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 4/17/26…When the market is up because oil is down and the Straits may be open soon what can we say? A green screen day in SMID biopharma. Added to Illumina (ILMN) long at $132, Bought options in ABT stock believing that stock will come back by...
by Raynovich Rod | Apr 6, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 4/12/26…Will try to focus on Diagnosiics and Tools this week as Healthcare looked weak.. Hope for some clarity from Abbott (ABT) down 19.95% YTD, on Thursday. Look at Fidelity FSMEX down 27.3% YTD down 22% 1 yr. TMO a favorite, for many years down...
