by Raynovich Rod | Nov 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Biotech Stocks Transform Healthcare Sector with Dealmaking Deals revive healthcare sector with XLV up over10% YTD SMID stocks continue to run hot with new 2025 highs in IBB and XBI. Large caps are doing well, have low forward PE’s and show gains from...
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...
by Raynovich Rod | Nov 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
An abrupt reversal from “Risk-Off” sentiment launched a rally in some SMID biotechs, precious metals and AI / Semiconductor stocks. The NAZ was up 2.25%. Health Science stocks did well today: Precision oncology, biopharmaceuticals weight-loss /obesity A...
by Raynovich Rod | Oct 23, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
HEALTHCARE Stocks Are Coming Back Led by Biopharma so what’s next? The XLV portfolio weighting has shifted to LargeCap Biopharma which has performed well (see our articles). Biotech has shown strong momentum in Q3 with SMID caps leading: IBB up 16.3% YTD and...
by Raynovich Rod | Oct 15, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 10/22/25,,,Small cap biotech momentum rally fizzles on profit taking. Healthcare investors should look at Medtech and US Medical Devices with the IHI and health sciences sector with FSMEX. Update at end of the day. TMO up 19% MTD at $563. Healthcare sector...
by Raynovich Rod | Oct 7, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 10/14…A volatile mixed day with a slight shift away from large cap tech to speculative small caps favoring biotechs. Regional banks strong. Rare earth conflicts with China .Looking at our SMID cap trading list today: XNCR down 11% on profit taking after...
by Raynovich Rod | Sep 29, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 10/2/25… MAJOR Market Indexes compared to biotech: QQQ up 18.48% at $605.73, S&P 500 (SPY) up 14.19% at $669.22, DJI up 9.34% at 46,519. Ark Genomic Revolution (ARKG) up 26.58% ytd at $29.81. iShares biotechnology ETF (IBB) up 13.17% ytd at...
by Raynovich Rod | Sep 15, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-1 9/19/25. It was Huge Week for Small Cap Biotech with all major biotech tracking ETFs UP: Unfortunately traders took profits on Friday. We will review our trades over the weekend. The IWM also led the way peaking Thursday afternoon, but still up 1.95% for...
by Raynovich Rod | Sep 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-1 SMID biotechs rally underway as all there of our tracking ETFs are up ARKG up 5.6% , IBB, up 1.57%, XBI up 1.345 as a broad based rally pullls many stocks to new highs. Interest rate cut is “baked in”. New small cap picks are all up: CBIO, PSNL,...
by Raynovich Rod | Sep 4, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Small Cap Biopharma Stocks: Momentum Looks Good for Gains Our bellwether ETFs for this group are: Ark Genomic Revolution (ARKG) up 3% 1m and 5% YTD; S&P SPDR Biotech( XBI) up 7.66% 1m and 3.79% YTD. Most of these picks have been screened for analyst ratings (buy...
