by Raynovich Rod | Jun 30, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Innovation Drives Gains in SMID Biotech Stocks Our SMID Biotech Model continues to churn out winners- innovation resides in small cap stocks. ASCO data has confirmed Value of Precision Oncology, genomics and use of MRDs for tracking therapies. Drivers are clinical...
by Raynovich Rod | Jun 23, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
6/29/26….We will update SMID cap biotechs tomorrow but you should review our January summary post after the JPMorgan Healthcare Conference. 6/27/26 ,,,Update-4: A Big Week for Biotech and Healthcare in a down market with the XLK down 5.4%. XBI up 10.4%, IBB up...
by Raynovich Rod | Jun 15, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-3 …7/19/26….A bit of a roller coaster week but ending on a positive note.Stocks come back strong after a brief Wednesday sell-off; market assumes worst is over with IRAN War and Crude is down leaving energy sector weak. Technology stocks are...
by Raynovich Rod | Jun 10, 2026 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-2…6/11/26–11:25 AM…Green Screen Day in SMID Biotechs: XBI up over 2%, IWM up1.3%, ARKG up 0.8% …bingo! Some 2%+ SMID movers: ADPT, AMRX, AXSM, CYTK, DNTH, INCY. XNCR. Large cap 2.5% + movers: GILD, PFE, NVS...
by Raynovich Rod | Jun 1, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/7/26….Update after massive NASDAQ and Information Technology sell-off: The XLK fell 6.66% on 6/5 to $180.30.Strong support at $172. Strongest holdings AAPL and NVDA. Down 5.61% for week.Up 25.2% YTD. THe XLV was up 0.61% on 6/5 to $153.Strong support...
by Raynovich Rod | May 4, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…Digestion day after the huge run-up in AI semiconductor stocks yesterday. As one might expect few investors are paying attention to biotech stocks with the XBI down about 3% but holding a sight uptrend at $133. And the IWM is off its recent highs of...
by Raynovich Rod | Apr 29, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-3… 5/1/26 ..After such big moves in the market this could be a good time to enjoy your profits and review your portfolio . Here are several SMID cap biotech stocks that we own, are in the money but poised for more gains: ABSI, ABOS, AXSM, COGT, ILMN,...
by Raynovich Rod | Apr 20, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update -3 Get ready for SMID cap biotech Q2/Q3 rally, historically strong because of ASCO. Here are several SMID stocks on our trading list that have made huge gains YTD with the XBI up 4.76%: APLs up 60%, CBIO up 55%, DNLI up 16%, DNTH up 103%, PTGX up 20%, SLDB up...
by Raynovich Rod | Apr 6, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 4/12/26…Will try to focus on Diagnosiics and Tools this week as Healthcare looked weak.. Hope for some clarity from Abbott (ABT) down 19.95% YTD, on Thursday. Look at Fidelity FSMEX down 27.3% YTD down 22% 1 yr. TMO a favorite, for many years down...
by Raynovich Rod | Mar 20, 2026 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds, Macro
Update-4 The market continued in its sell-off to the Fifth Week as the WAR in Iran pervades all thinking.If crude is up then stocks will be down. The latest timeline for the War with Iran for any sort of clarity of outcome is around six weeks.In the meantime that...
