by Raynovich Rod | Nov 2, 2026 | Biopharmaceuticals, Healthcare stocks
Update-2 …11/9/26-10:45am EST.. XENCOR… one of our top SMID cap biotech picks is trading at new highs;$37+ with a market cap of only $2.68B presented data at the ACR for an engineered bispecific Antibody in Phase 1b study for Rheumatoid Arthritis. Nice...
by Raynovich Rod | Oct 19, 2026 | Biopharmaceuticals, Healthcare stocks
10/27/26…….Update-5..Momentum continues as AI rolls on from Anthropic buzz with chip stock strength. SMH up over 3% and QQQs up over 1%. But biotechs get pulled along with tape and seasonality favors SMID biotechs thru early January. IBB up 1.63% in...
by Raynovich Rod | Sep 28, 2026 | Biopharmaceuticals, Healthcare stocks
Update-5…10/9/26..3:17p EDT ALERT: Out of Nowhere comes a GREEN SCREEN in biotech!! IBB and XBI up 3%. Update-4 10/726 …Massive selling in ARKG yesterday took many genomics stocks down , now trading at about $50, down 7.58% over 5 days. Still In...
by Raynovich Rod | Sep 15, 2026 | Biopharmaceuticals, Healthcare stocks
Update-1 SMID biotech movers today-Morgan Stanley Healthcare presentation- from our Focus Trading List: Many of these stocks are in the Cathy Wood managed ETF (ARKG). A green screen day in GENOMICS. We are long all of them. Adaptive Biotechnologies (ADPT) up 7.67% to...
by Raynovich Rod | Sep 1, 2026 | Biopharmaceuticals, Healthcare stocks
Update-3 -9/11/26… A lot of changes this week especially healthcare with the XLV down about 4.5% wtd.The S&P 500 held up well down a little over 1% and the NASDAQ -100 (QQQ), down only 0.38% wtd. The XLK was up 0.93% wtd despite all the headline news against...
by Raynovich Rod | Aug 24, 2026 | Biopharmaceuticals, Healthcare stocks
Update-3,,,,8/29/26….Despite some big news this week, healthcare and biotech stocks reversed and sold off from the 2026 top. Revolution Medicine (RVMD) sold off 6% from its daily trading high on the news that the FDA approved its targeted therapy for pancreatic...
by Raynovich Rod | Aug 17, 2026 | Biopharmaceuticals, Healthcare stocks
8/21/26…Another big day for biotech makes me want to review my SMID Biotech Focus list in depth as many of our stocks are near YTD highs and both the IBB and XBI are within 2% of highs so a week-end of digestion could be good. Despite the WAR and issues in the...
by Raynovich Rod | Aug 10, 2026 | Biopharmaceuticals, Healthcare stocks
Update-2 …8/18/26. ….SMID Biotechs soar: Top PIck Xencor (XNCR) up 9.9% on improved P&L, more news on the way.. BridgeBio Pharma up 3.87% on financing, oversubscribed. SCRIBE (SCTX) surges 25% on analyst initiations; Gene editing drug for cardiology....
by Raynovich Rod | Jul 23, 2026 | Biopharmaceuticals, Energy, Healthcare stocks
Update 8/6..Energy is back with IRAN holding the cards. Healhcare still looks good without volatility . MedTECH looking better: ABT,BDX etc. Why is ILMN down today? Update-1 8/4/26 12:37P…Biotech in a broad rally today helped by NASDAQ up 2.47% and many stocks...
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...
