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,...
by Raynovich Rod | May 27, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/3010a EDT….. WHIPSAWED. Changed course again after Trump comments on China roil markets-risk off. Renewed escalation in tensions with China. You have heard the magic word before “uncertainty”. Regeneron continues downward course after...
by Raynovich Rod | 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...
by Raynovich Rod | Apr 28, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2..4/29…3p EDT…Novartis (NVS) stock up over 1% on earnings beat raised guidance. Broad pipeline in four therapeutic areas. Good value with FWD PE of 14.9,PS of 4.3, Div.of 3.5%, RSI trending up. Added to stock today. Strong momentum in pharma,...
by Raynovich Rod | 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...
by Raynovich Rod | 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...
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...
