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 13, 2025 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
7/21…10:15a SMID biotech rally leads the way: ARKG at $26 and XBI. Watch for momentum continuing in: EYPT, COGT, MNMD, PACB, RXRX, XNCR-all longs 7/17/25.. 2.35P EDT…Calmer markets today with momentum coming back on selected SMID Biotechs: COGT, EYPT,...
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 | 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 | Sep 30, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-1 10/4/24…Strong jobs data boost stocks in a broad market rally, 10 yr. yield climbs back toward 4%. Geopolitical risk rises to new level with Israel invading Lebanon searching for Hezbollah leaders .East Coast Port strike averted for now. DJI up 0.81% to...
by Raynovich Rod | Sep 23, 2024 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios
Update-1 9/26/24… SMID CAP trading list movers today: ADPT, ARKG, CRMD, PACB,RXRX, TEM, TXG, TWST, with IBB up 1.09%. We will summarize complete list over the weekend. Adaptive Biotechnologies (ADPT), soars 22% on European certification. CorMedix...
by Raynovich Rod | Sep 9, 2024 | Biopharmaceuticals
Large Cap Biopharma are Core Holdings and just off their highs for the Year Our top picks have been ABBV, LLY, MRK, REGN and VRTX all up more than 20% except MRK is lagging. AZN and PFE have been trades and PFE is still a good hold..GILD looks like a good long trade....
by Rod Raynovich | Sep 2, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 9/11..Selective SMID biotechs ran up today along with the mid day reversal in the tech stocks showing speculative interest remains in the market. Watch ARKG and XBI for strength. Some big movers this week: ADPT,CRBU CRMD,DNLI, NTRA, ROIV,VCYT. But SUPN was...
by Raynovich Rod | Aug 5, 2024 | 2025 Rayno Biopharmaceuticals Portfolio
8/12/24…COMING SOON MARKET DATA ON BIOTECH STOCKS UPDATE on Large Caps since ASCO. Did you buy or add to ABBV, GILD,LLY? Which SMID biotechs still have Momentum? ADPT,CPRX,NTRA etc. ===== Update-2 8/9/24 10:45 a EDT: EVH soars on revenue beat with an increase...
by Raynovich Rod | Jul 8, 2024 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-3 …7/11…SMID biotechs rally on a big rotation day out of MEGA Cap tech.XBI up 2.67% “kissing” the $98 level.Nibble on our Life Science trading list as it is another “green screen ” day. Even the IBB broke through $140 today...
