by Raynovich Rod | Dec 22, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
1/5/26..A red screen day in biotech and biopharma : SMID caps brought two ETFS down about 1% but damage in SMIDs was contained off the lows. some stocks we own were actually up over 2%: CYRX up 2.82%,TEM up 3.75%, TMO up 3.15%,PSNL up 2.16%,QDEL up 4.44% …etc....
by Raynovich Rod | Dec 15, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 12/20/25….A recovery week for biotech with XBI up 0.24% at $123.43 after being down to the $119 level,, IBB u p0.46% at $170.20 after being down to $165,76. Many stocks were up big on Friday’ as the WH might be finished with DRUG PRICE...
by Raynovich Rod | Dec 8, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 12/13/25..Biotechs hold for the week as rotation moves out of Tech stocks; The IBB is down 0.51% but up 28% YTD at $169.42; XBI is down o.23% up 36.7% YTD at $123; ARKG down 2.36%, up 27.37% YTD at $30.20. Small cap performance also bodes well for SMID...
by Raynovich Rod | Nov 28, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-3 12/5/25…3:15 PST…EYPT still strong up another 5%;.ADPT down another big 14%-Benziga has a note on a Natera buyout that must be related to drop in ADPT stock. More later but more competition is coming to blood cancers so watch ASH-American Society...
by Raynovich Rod | Nov 19, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
11/24/25…Update-4—11:00a EST—–GREEN SCREEN DAY in early trading with both IBB and XBI at new 2025 highs, laggard ARKG catching up at $29.34 up over 3%. Many 4% movers from our trading list—DNTH new buy, ADPT, ABOS, DNLI, GH, PACB,...
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...
