by Raynovich Rod | Mar 20, 2026 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds, Macro
Update-4 The market continued in its sell-off to the Fifth Week as the WAR in Iran pervades all thinking.If crude is up then stocks will be down. The latest timeline for the War with Iran for any sort of clarity of outcome is around six weeks.In the meantime that...
by Raynovich Rod | Feb 18, 2026 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio, Biopharmaceuticals, Healthcare stocks
Update 3/1/26: Get ready to rebalance your portfolio with War in Iran. Precious metals, energy, materials and Aerospace/ Defense stocks can be an initial focus. Check futures at 6P PST Sunday evening. Update-2 2/24/26,,,Fears of AI disruption continues to dominate...
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 | Apr 16, 2025 | 2024 Rayno Tools and Diagnostics Portfolio, Macro
Update-2 4/21/25…11a EDT..XBI trying to bounce in mid 70s up 1% at $76 handle. SMID biotech movers: EYPT RYTM RZLT WVE GPCR etc. Update-1 4/17/25–UNH shares crash over 20% on earnings release due to higher medical costs. Unbelievable surprise because this...
by Raynovich Rod | Jan 22, 2024 | 2025 Rayno Biopharmaceuticals Portfolio
Update -5 1/28/24…Weekly Summary Healthcare Sector: XLV flat for week down 0.14% to $139.27, IBB up 0.13% to $135.35, XBI up 1.37% to $88.24. Pivotal week coming up with FED day Wednesday and MEGA cap earnings and biopharma large caps – LLY, MRK,REGN,...
by Raynovich Rod | Nov 6, 2023 | 2024-25 Life Science Portfolios
Update-2 11/10/23…Reversal from yesterday’s bad tape, back to TECH stocks and NAZ up 2%. Small caps up but lagging same for biopharma. Hologic a big winner, other SMID winners: CRSP, QDEL,SUPN, VCYT–ILMN a big loser. IBB up 0.48%. Update-1 2:15 P...
by Raynovich Rod | Aug 29, 2023 | 2024-25 Life Science Portfolios
Update-1 9/2 Biotechs nudge off bottom with IBB at 3 month high at $130 level. FTC concedes Amgen fight over Horizon deal. XBI finds an uptick of 2.44% to $81 handle on Friday. MedTech still sluggish with IHI in low fifties in choppy trading all year. Novartis joins...
by Raynovich Rod | Aug 7, 2023 | 2025 Rayno Biopharmaceuticals Portfolio
Update-4 Healthcare stocks hit hard with XLV down 0.77% to $133 handle. But CVS is down 8.43% on Caremark PBM trouble as Blue Shield moves to Amazon. UNH down 1.93% on disruption scenario with PBMs? Healthcare providers ETF IHF down 2.28% to $250: ==== Update-3 8/16...
by Raynovich Rod | Jan 23, 2023 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
Update-2… 1/31… Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3)...
by Raynovich Rod | Jan 22, 2023 | 2024-25 Life Science Portfolios, Clinical Diagnostics and Tools
Update-1…1/29/23 Risk On! Speculative small cap life science stocks continue to run with the XBI up 2.76% for the week. Movers for the week included: CRSP up 6.39%, CYRX up 6.07%, GERN up 4.7%, and VCYT up 4.58%. Some of the winners in our portfolio were losers...
