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,...
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...
