by Raynovich Rod | Sep 15, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Biotech Momentum Eased Slightly Last Week Many of our SMID BIOTECH Stock Picks are Doing Very Well: ADPT, CRMD, CRSP, EYPT, GH, NTRA, RNA, RZLT,TEM, SUPN, Best performers are in Precision Oncology and Next -GEN Diagnostics enabled by AI and genomics and...
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...
by Raynovich Rod | Aug 25, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
8/28/25 UPDATE-1 A small cap rally has helped SMID biotechs stabilize to some degree with the IWM up 5.4% over one month and 7.04% YTD but the anticipated big rally in general small caps has not yet developed.For example the ARKG is seriously lagging down over 3% MTD...
by Raynovich Rod | Aug 18, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 8/24 We will focus on Small cap biotechs from our trading list below over the next few weeks now that health care stocks have stabilized. If you have signed uo and are not getting our weekly updates please send an E mail to rod@rayno.com. Thank you....
by Raynovich Rod | Aug 11, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
UPDATE-2 8/17…Small cap biotechs from our trading list are on fire plus healthcare stocks are having a great week with the XLV up 4.65% and the IBB up 5.09%! Our next update is coming on Monday. Update-1 8/12 10:34a EDT— Small cap biotechs are rallying...
by Raynovich Rod | 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...
by Raynovich Rod | Jul 7, 2025 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2 …7/11/25…Momentum eases on tariiff threat with Canada. President Trump said tariffs on Canadian goods will go up to 35% next month. The market was at new highs on Thursday and this apparently gave Trump more leeway to launch stronger messages to...
by Raynovich Rod | Jun 16, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
6/18/25…FED on hold with economy ok but tariffs creating uncertainty-rates unchanged. Nice little rally in SMID biotechs with both ARKG and XBI holding. Modest gains in GH, LGND,NTRA, ROIV, RXRX, SDGR, SLDB, SUPN , TWST, TGX, VCYT, WVE. Optimism in biotechs...
by Raynovich Rod | 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,...
