Healthcare Subsector Review Part 2: Risky Seasonality Ahead but Plenty of Opportunities in Biotech…Update-3 Biotech movers….

by | Aug 4, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals

  Update -3 8/8/25. 2p EDT: ..Selected Biotech trades from our LIST continue to move despite lack of momentum in the bellwether XBI at $85.52. Gilead Sciences (GILD) is 8% today on a big earnings release. Q2 sales increased by 2% to  $7.1B. We cashed in on our...

ASCO Week Recap by the Numbers-some Good Progress with Longer Term Issues…Update-1 Biotechs remain strong

by | 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,...

With the Healthcare Sector in Turmoil Should You Rebalance Your Portfolio? Update-3…C’mon Back Biotech at ASCO!

by | 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...

Bear Market Rally Spurs Biotech Stocks: A Primer on Tariffs…Update-3…Pivot Day Confirmed

by | Apr 22, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools

Update-3 …ABBVIE (ABBV) beat with adj. EPS 2.46 earnings and revenues of $13.343B  an increase of 4%, but tariff issues lurking,,, I$10M investments will be made in U.S. Strong sales $6.264B of new immunology drugs Rinvoq and Skirizi an increase of 16.6%.  EPS...

Is it a Good Time to Trade Small Cap Biotech Stocks?– 3 Steps to Consider…Update-3 …How do NIH cutbacks affect ongoing clinical trials?

by | Apr 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro

UPDATE 4/15/25: Nice Rally in SMID BiOTECH on Monday then faded. UPDATE tomorrow with UNH Congress needs to do their job and prioritize cancer research funding especially for clinical trials. Update-3 4/13…We will summarize market performance for healthcare and...

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