by Raynovich Rod | Apr 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 4/13…We will summarize market performance for healthcare and biotech on our next update: XLV was up %1.18% the past week, the XBI up 0.91% and the IBB was flat. YTD Healthcare is up about 6.5% YTD whereas Technology is down 11% YTD. But the bigger issue...
by Raynovich Rod | Mar 31, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 4/6/25 …Signposts at end of Hell Week, here are values: XLV at 135.28…down 6.39% week ,1.66% YTD, IBB at $117.16 down 10.08% week, 11.38% YTD, XBI at $73.66 down 12.73% % week, 18.21% YTD. DOW down 9.9% YTD, NASDAQ 100 down 17.2% YTD, S&P...
by Raynovich Rod | Mar 24, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 The answer is YES healhcare stocks are DEFENSIVE. SEE next post. Update-2 March 27 3P EDT….Large caps holding after brief SELL-OFF earlier this week. Added to VRTX today. Losing interest in PFE despite 6% dividend? MRK and REGN see hopeless. SMID caps...
by Raynovich Rod | Mar 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
update-3 3/14—A broad relief rally today after a miserable week took the NAZ up 2.61% and the Russell 2000 up 2.42% and the XBI was flat ending the week at the $87 level. And that was good, Our focus lately has been the SMID cap biotech stocks and they were...
by Raynovich Rod | Mar 3, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…3/7/25—The market was headed for more losses on Friday during a bad week from tariff chaos when Chairman Powell came on helping calm markets.The healthcare sector continue to avoid tariff issues but we have a few more rounds including...
by Raynovich Rod | Feb 17, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the largest healthcare holdings in our portfolio. Political crosscurrents are a...
by Raynovich Rod | Feb 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ….2/14/25…Happy Valentine’s Day!… RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29% in 5 days. Jumped into REGN too soon down 4.57% In 5...
by Raynovich Rod | Feb 3, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 …2/7 1;30 EST Risk off for SMID biotech caps on MACRO news and technicals. XBI down 2%.Renewed tariff threats. BIG tech feeling the heat on CHINA trade war? Consumer sentiment hits 7 month low. Update-1 2/4/25 315p EST…Nice little rally in...
by Raynovich Rod | Jan 30, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
update-2 2/4/25 SUPERNUS gets FDA approval for infusion device. Update-1 JAN 31..2:15 p EST.. BIG movers up 5% two of our large cap picks ABBV on stong immunology revenues and VRTX. up on FDA approval of non-opiate painkiller. SMID trades:IBB and XBI flat but...
by Raynovich Rod | Jan 27, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Looks Good for Biotech Stocks-Why we are bullish. Technicals and Relative Strength (RSI) are lined up for bullish trades and good momentum. Biopharmaceuticals offer good value and new themes such as obesity and neuroscience. Innovation and M&A will drive SMID caps...
