by Raynovich Rod | Jul 23, 2026 | Biopharmaceuticals, Energy, Healthcare stocks
Update -1 7/25/26 Baseline for Portfolio allocation: DOW 51947, DIA Up 7.95% YTD S&P 500 7411.98, SPY Up 8.36% YTD NASDAQ 24975.8 QQQ Up 11.38% YTD XLV 162.57, Up 5.02% YTD IBB 188.14, Up 11.48% YTD ARKG 37.81, Up 30.51% YTD XBI 150.63, Up 23.42% YTD XLE 59.62,...
by Raynovich Rod | Jul 21, 2026 | Biopharmaceuticals, Clinical Diagnostics and Tools, Healthcare stocks, MedTECH
7/29/26…Earnings: GE Healthcare (GEHC) up 11.46% on a beat with EPS $1.13 on $5.3B revenue and record orders. 7/28/26…Rotation out of Tech and Chip stocks brings in buyers to the healthcare sector including depressed MedTechs. For example , Abbott Labs...
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 | Dec 2, 2024 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
ASH Coming up this week. Midday Movers: ABBV up 0.65%, PFE up 1.87%, REGN up1.5%, UNH up 0.64%, VRTX up 2.6%. Update-3 12/9..1:35…ABBVIE’s Parkinson’s drug shows promising results. Update-3 12/9…11:32a Healthcare sell-off looks overdone.MOVING...
by Raynovich Rod | Jun 10, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update-4…6/29….I’m back but I did not miss much in biotech trades, but a lot of “3 day wonders'” you know stocks that get momentum then quickly fade. The XBI is still holding above the $90 support level with a range of $89.13 to $94.88...
by Raynovich Rod | Apr 3, 2023 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/5/23…2:20p EDT..Healthcare and other defensive groups continue to run up as concerns grow about rising rates in a slowing economy. Biopharma +2% movers:AZN, GSK, LLY, MRK,PFE, RHHBY, VRTX. UNH up 3.48% to $510,XLV up 1.79% to $133.28. SMID lagging...
by Raynovich Rod | May 30, 2022 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks, Macro
Update-4 June 8 Sideways market with trading opportunities in Small cap biotechs. With markets so choppy day to day and volatile within day it is hard to trade. But in my most recent trades I am more hopeful with this buying window. The bellwether remains XBI which...
by Raynovich Rod | Apr 17, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
4/26 The constellation of bad news is overwhelming the market: China lock-down, War in Ukraine, commodity prices and WTI up and a horrible tape. MSFT earnings should help us tomorrow but we are in a bear mindset. IBB down 3.86% to $119.39 a 52 week low and the XBI...
by Raynovich Rod | Apr 11, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 4/13 11;36 AM EDT….GSK buys Sierra Oncology (SRRA) for $1.9B https://www.bizjournals.com/sanjose/news/2022/04/13/glaxosmithkline-to-buy-sierra-oncology-for-19b.html?ana=yahoo XBI up 2.48% to $89 handle, ARKG up 2.35%. Large caps lag except REGN up. ABBV...
by Raynovich Rod | Feb 28, 2022 | 2025 Rayno Biopharmaceuticals Portfolio, Healthcare stocks
Update-2 3/2…Broad rally takes all sectors higher. Powell confirms 0.25% rate incr and talks the talk.A bit of rotation to the re-opening trade with industrials, ag and rails moving up. Core large caps up:ABBV, GILD, JNJ, REGN,VRTX. Med-tech up:...
