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 17, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-2 …3/19/25…Another rally day makes 3/4 for SMID caps. ARKG and XBI both up over 1%. 70% of our life science trading stocks are green with nice winners on our focused trades: CRMD,TEM,TWST, PACB, RNA, etc. New buy ADMA at $20 specialty biologics. All...
by Raynovich Rod | Mar 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
update-3 3/14—A broad relief rally today after a miserable week took the NAZ up 2.61% and the Russell 2000 up 2.42% and the XBI was flat ending the week at the $87 level. And that was good, Our focus lately has been the SMID cap biotech stocks and they were...
by Raynovich Rod | Mar 3, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…3/7/25—The market was headed for more losses on Friday during a bad week from tariff chaos when Chairman Powell came on helping calm markets.The healthcare sector continue to avoid tariff issues but we have a few more rounds including...
by Raynovich Rod | Feb 24, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
2/28/25. Upate 2 2/28…Market recovers despite heated Trump/Zelensky exchange. Healthcare still leads the way but importantly buys come into NAZ stocks in last hour up 1.67%. Some nibbles on SMID lifescience stocks with XBI up 1.85% to $88.71: CPRX, CRNX, NVAX,...
by Raynovich Rod | Feb 10, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Macro
Update-3 ….2/14/25…Happy Valentine’s Day!… RISK ON for MOMENTUM Trades in SMID Life Science List.-Big MOVERS: ABSI, ARKG, BBIO, CRSP, DNLI,,GH, MNMD,PACB, RXRX,TEM, VCYT. We missed TEM up 29% in 5 days. Jumped into REGN too soon down 4.57% In 5...
by Raynovich Rod | Jan 30, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
update-2 2/4/25 SUPERNUS gets FDA approval for infusion device. Update-1 JAN 31..2:15 p EST.. BIG movers up 5% two of our large cap picks ABBV on stong immunology revenues and VRTX. up on FDA approval of non-opiate painkiller. SMID trades:IBB and XBI flat but...
by Raynovich Rod | Jan 27, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Looks Good for Biotech Stocks-Why we are bullish. Technicals and Relative Strength (RSI) are lined up for bullish trades and good momentum. Biopharmaceuticals offer good value and new themes such as obesity and neuroscience. Innovation and M&A will drive SMID caps...
by Raynovich Rod | Jan 20, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 1/23/25…Biotech SMIDs continue to rally: Added to BMY with a 4% yield and strong technicals. Momentum ETFS in biotech up :ARKG XBI. Check SMID trading list: ADPT, BBIO, EXEL,GH, PTGX etc. LARGE CAPS look solid: BMY, GSK, LLY, NVS,...
