by Raynovich Rod | Jun 1, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Clinical Diagnostics and Tools
Update-3 6/7/26….Update after massive NASDAQ and Information Technology sell-off: The XLK fell 6.66% on 6/5 to $180.30.Strong support at $172. Strongest holdings AAPL and NVDA. Down 5.61% for week.Up 25.2% YTD. THe XLV was up 0.61% on 6/5 to $153.Strong support...
by Raynovich Rod | May 26, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/30….Another big week for tech stocks wowee more FOMO. As the TV journalist saiid just buy anything related to Data Centers. Here is the sector performance for the past week from State Street with Information Technology up again 4.62% and Healthcare up...
by Raynovich Rod | May 18, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2 5/23/26…Nice comeback for healthcare sector as the XLV is up 3.3% for the week but Technology continues to run with the XLK up 2.3%. But this was really a large cap rally with the PPH up 4.12% and the IBB and XBI trailing up about 1%. So we had some...
by Raynovich Rod | May 12, 2026 | Biopharmaceuticals
Update-3..5/18-10:36a EDT…IBB and XBI down 1% but tape still looks good with several movers up:CRMD up 3%, NTRA up 4.37%,PSNL up 8.5%, VCYT up 5.5%. Large cap biotechs poised for gains: ABBV, BMY,MRK, NVS .Detailed report coming. Regeneron Is down over 10% on...
by Raynovich Rod | May 4, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update-2…Digestion day after the huge run-up in AI semiconductor stocks yesterday. As one might expect few investors are paying attention to biotech stocks with the XBI down about 3% but holding a sight uptrend at $133. And the IWM is off its recent highs of...
by Raynovich Rod | Apr 29, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, Biopharmaceuticals
Update-3… 5/1/26 ..After such big moves in the market this could be a good time to enjoy your profits and review your portfolio . Here are several SMID cap biotech stocks that we own, are in the money but poised for more gains: ABSI, ABOS, AXSM, COGT, ILMN,...
by Raynovich Rod | Apr 20, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals
Update -3 Get ready for SMID cap biotech Q2/Q3 rally, historically strong because of ASCO. Here are several SMID stocks on our trading list that have made huge gains YTD with the XBI up 4.76%: APLs up 60%, CBIO up 55%, DNLI up 16%, DNTH up 103%, PTGX up 20%, SLDB up...
by Raynovich Rod | Apr 14, 2026 | 2025 Rayno Biopharmaceuticals Portfolio
Update-2 4/17/26…When the market is up because oil is down and the Straits may be open soon what can we say? A green screen day in SMID biopharma. Added to Illumina (ILMN) long at $132, Bought options in ABT stock believing that stock will come back by...
by Raynovich Rod | Apr 6, 2026 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2 4/12/26…Will try to focus on Diagnosiics and Tools this week as Healthcare looked weak.. Hope for some clarity from Abbott (ABT) down 19.95% YTD, on Thursday. Look at Fidelity FSMEX down 27.3% YTD down 22% 1 yr. TMO a favorite, for many years down...
by Raynovich Rod | Mar 30, 2026 | 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Macro
Update-4 ..4/2/26..uh oh back onto tariff talk again ! NOT good for the market. Tariffs aren’t good for business in general. BUT with our WAR in Iran ,and AI they create more chaos. Update-3 4/1/26…Another Green Day for biotech. If you are not in yet a...
