Rayno Biopharmaceutical Portfolio 2011 Up 1.75% Today

buy prednisone online for humans 2011 Update

It looks like the mini-correction is over. Many stocks in our model portfolio are up 5% and more since 12/31/10 but we are still below peak values of mid-January .

Laggards are http://arthurproductions.com.au/?04b=c0 CEPH, MITI and NKTR. Look at doubling down on follow site Cephalon (CEPH) which is at its five year low and priced at ~2X Sales but with negative growth estimates. Nektar (NKTR) requires more detailed analysis and the technicals still do not look good.

New buys for 2011 are Albany Molecular (AMRI) and Optimer (OPTR).

2010 Price Original P Price % Ret Price
7/2/10 Recomm YrEnd’10 2010 3/3/11
Alexion ALXN 50.45 2/2/09 35 80.55 130 98.4
Albany Molec AMRI 2/10/11 4.7 added 4.55
Ardea Biosci RDEA 19.5 2/2/09 12 26 117 26.9
Amgen AMGN 51.7 2/2/09 55 54.9 0 52.15
Biogen BIIB 49.42 2/2/09 49 67.05 37 71.41
Cephalon CEPH 55.95 2/2/09 77 61.72 -19 57.75
Cubist CBST 20.7 2/2/09 22 21.4 -3 22
Exelixis EXEL 9/2/10 3.3 8.21 148 12.3
First Trust ETF FBT 30.4 4/15/10 38 39.11 3 38.83
Gilead GILD 34.9 2/2/09 51 36.24 -29 39.65
iShares ETF IBB 76.6 2/2/09 71 93.42 32 96.1
Micromet MITI 6.28 2/2/09 4 8.12 103 5.8
Nektar NKTR 11.6 4/15/10 15 12.85 -14 8.7
Optimer OPTR 2/18/11 12 added 11.65
Regeneron REGN 21.6 2/2/09 18 32.83 82 37.38
Seattle Genom. SGEN 11.85 2/2/09 9.5 14.95 57 14.93
Supergen SUPG 2 2/2/09 2.3 2.62 14 3
Targacept TRGT 19.42 2/2/09 2.2 26.5 1104 29.67
United Rx UTHR 48.7 2/2/09 34 63.22 86 69.78
ViroPharma VPHM 10.88 2/2/09 12 17.32 44 18.36
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