by Raynovich Rod | Sep 1, 2026 | Biopharmaceuticals, Healthcare stocks
Update-3 -9/11/26… A lot of changes this week especially healthcare with the XLV down about 4.5% wtd.The S&P 500 held up well down a little over 1% and the NASDAQ -100 (QQQ), down only 0.38% wtd. The XLK was up 0.93% wtd despite all the headline news against...
by Raynovich Rod | Aug 24, 2026 | Biopharmaceuticals, Healthcare stocks
Update-3,,,,8/29/26….Despite some big news this week, healthcare and biotech stocks reversed and sold off from the 2026 top. Revolution Medicine (RVMD) sold off 6% from its daily trading high on the news that the FDA approved its targeted therapy for pancreatic...
by Raynovich Rod | Aug 17, 2026 | Biopharmaceuticals, Healthcare stocks
8/21/26…Another big day for biotech makes me want to review my SMID Biotech Focus list in depth as many of our stocks are near YTD highs and both the IBB and XBI are within 2% of highs so a week-end of digestion could be good. Despite the WAR and issues in the...
by Raynovich Rod | Aug 10, 2026 | Biopharmaceuticals, Healthcare stocks
Update-2 …8/18/26. ….SMID Biotechs soar: Top PIck Xencor (XNCR) up 9.9% on improved P&L, more news on the way.. BridgeBio Pharma up 3.87% on financing, oversubscribed. SCRIBE (SCTX) surges 25% on analyst initiations; Gene editing drug for cardiology....
by Raynovich Rod | Jul 23, 2026 | Biopharmaceuticals, Energy, Healthcare stocks
Update 8/6..Energy is back with IRAN holding the cards. Healhcare still looks good without volatility . MedTECH looking better: ABT,BDX etc. Why is ILMN down today? Update-1 8/4/26 12:37P…Biotech in a broad rally today helped by NASDAQ up 2.47% and many stocks...
by Raynovich Rod | Jul 21, 2026 | Biopharmaceuticals, Clinical Diagnostics and Tools, Healthcare stocks, MedTECH
7/29/26…Earnings: GE Healthcare (GEHC) up 11.46% on a beat with EPS $1.13 on $5.3B revenue and record orders. 7/28/26…Rotation out of Tech and Chip stocks brings in buyers to the healthcare sector including depressed MedTechs. For example , Abbott Labs...
by Raynovich Rod | Jul 14, 2026 | 2024-25 Life Science Portfolios, Biopharmaceuticals
7/21/26…An unexpected SMID rally with the ARKG up 3.34%, XBI up 2.31% to $154.32. Crazy! Here are some of the 3% movers: from our focus list ARKG, ADPT, AMRX, AXSM, COGT, CRMD, CYRX, DNLI, DNTH, EYPT, ILMN, LGND, NBIX, PTGX,RCUS, VCYT, and of course XNCR. It...
by Raynovich Rod | Jun 30, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-4 7/10/26 11:45a Watch out for Friday afternoons. A sell-off is developing in SMID biotechs with the XBI down 4.35% to the $157 level and a red screen day in my model. 7/10/26 After the close: some whale decided to unload a bunch of XBI at the top after being...
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...
