by Raynovich Rod | Jul 13, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
7/15/25…caution on red tape today as all major biotech indices are down: ARKG off 3.7%, XBI off 2.8%. Dont see any news but sell-off is broad. Could it be bond market weakness or CPI up 0.3%. Large Cap Biopharma Stocks Shows Gains for the Week Buying and...
by Raynovich Rod | Jun 29, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 7/3/25…FIVE Day % winners: AMGN 6.85%, BIIB 4.9%, GILD 3.4%, MRK up 2.66%, PFE 4.7%,REGN 5.06%, VRTX 3.66%. BIOPHARMA OUTperformed many TECH ETFS: QQQ up 1.83%,, SOXX up 1.79%,XLK up 2.35%. BMY up 0.58%.LLY down 1.82%, NVS up 1.3%. NEWs : REGENERON...
by Raynovich Rod | Jun 23, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 6/26 A good day overall with not much momentum in biotech.Will summarize the action on Friday.. Trading focus remains small cap biotechs to see if strong moves can hold….key indicators are ARKG and XBI. Its all about TECH and AI for now....
by Raynovich Rod | Jun 16, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
6/18/25…FED on hold with economy ok but tariffs creating uncertainty-rates unchanged. Nice little rally in SMID biotechs with both ARKG and XBI holding. Modest gains in GH, LGND,NTRA, ROIV, RXRX, SDGR, SLDB, SUPN , TWST, TGX, VCYT, WVE. Optimism in biotechs...
by Raynovich Rod | Jun 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 6/10/25 …Post ASCO rally: Biotech stocks remained strong from the ASCO Conference with good momentum from SMID caps. ARKG and XBI led the rally. Most mid-caps from our trading list were up with 3+ % gains in: CRMD, CYTK, DNLI, EYPT, ILMN. SLDB, TWST,...
by Raynovich Rod | Jun 2, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI,...
by Raynovich Rod | May 27, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/3010a EDT….. WHIPSAWED. Changed course again after Trump comments on China roil markets-risk off. Renewed escalation in tensions with China. You have heard the magic word before “uncertainty”. Regeneron continues downward course after...
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...
