by Raynovich Rod | Mar 20, 2026 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds, Macro
Update-4 The market continued in its sell-off to the Fifth Week as the WAR in Iran pervades all thinking.If crude is up then stocks will be down. The latest timeline for the War with Iran for any sort of clarity of outcome is around six weeks.In the meantime that...
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 | 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 | 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...
by Raynovich Rod | Dec 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 12/13/25..Biotechs hold for the week as rotation moves out of Tech stocks; The IBB is down 0.51% but up 28% YTD at $169.42; XBI is down o.23% up 36.7% YTD at $123; ARKG down 2.36%, up 27.37% YTD at $30.20. Small cap performance also bodes well for SMID...
by Raynovich Rod | Nov 28, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 12/5/25…3:15 PST…EYPT still strong up another 5%;.ADPT down another big 14%-Benziga has a note on a Natera buyout that must be related to drop in ADPT stock. More later but more competition is coming to blood cancers so watch ASH-American Society...
by Raynovich Rod | Nov 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
11/24/25…Update-4—11:00a EST—–GREEN SCREEN DAY in early trading with both IBB and XBI at new 2025 highs, laggard ARKG catching up at $29.34 up over 3%. Many 4% movers from our trading list—DNTH new buy, ADPT, ABOS, DNLI, GH, PACB,...
by Raynovich Rod | Nov 13, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 11/15 Merck buys Cedara for $9.2B for long acting Flu drug. An alternative to vaccines? CDTX up 105% IBB at $164.30 approaching highs of AUG 2021 of $177. Large Cap Biopharma Stocks Lead the Way for Healthcare Investors Biopharma stocks offer growth plus...
