by Raynovich Rod | Sep 22, 2025 | Biopharmaceuticals
Update-1 9/24/25…A quiet day in biotech except for uniQure N.V.(QURE) soaring over 247% tp $47.50 on a potential gene therapy (AMT-130) cure for Huntington’s Disease!. Huntington’s disease is an inherited condition in which nerve cells in the brain break...
by Raynovich Rod | Sep 4, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Small Cap Biopharma Stocks: Momentum Looks Good for Gains Our bellwether ETFs for this group are: Ark Genomic Revolution (ARKG) up 3% 1m and 5% YTD; S&P SPDR Biotech( XBI) up 7.66% 1m and 3.79% YTD. Most of these picks have been screened for analyst ratings (buy...
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 | 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 2, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Update-3 ..6/6/25 11:45a. Green screen rally in SMID biotechs ! TECH stocks strong. 330p EDT: I dont know why the SMID biotechs are taking off today but some of it is ETF buying (XBI) here is a shortlist of big movers we hold that are up 3 % + today: ADPT, ABSI,...
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 | 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 | Feb 17, 2025 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
SMID Biotech Stocks Rallied Nicely the Week of 2/13/25 Selected SMID life science stocks had a good week in a bifurcated market. Large cap biopharmas earnings have been strong and comprise the largest healthcare holdings in our portfolio. Political crosscurrents are a...
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...
