Rayno Biopharmaceuticals Portfolio 2/09/09-1/27/12

follow Rayno Life Science Biopharmaceutical Picks Beat All Sector Averages

Life Science Market  Hits 10 Year High Tracked by IBB ($115.51), and Up 46% Over 5 years

http://fantastic-ideas.com/date/2011/09 Highlights of Rayno Biopharma Portfolio

  • Biggest winners over 3 years were Alexion, Biogen, Micromet, Regeneron, Targacept and Viropharma.
  • Targacept was at one time was a 20X return but is still almost 3X.
  • Returns do not include trades and additions.
  • Cephalon and Micromet were acquired.
  • 2011 “January Effect” Trades were up more than 50%: Albany, Astex, and Dendreon.
  • IBB ETF returned 64% since 2/09/09.
  • Only losers since inception were Albany Molecular and Gilead (but made money with re-iterated buys).

 

2012 Price Original P Price % Ret Price http://versatilegrannyflats.com.au/cropped-sitelogo1/ Price % Ret
Summary 7/2/10 Recomm Dec’10 2010 4/4/11 1/27/12 Tot
Alexion ALXN 50.45 2/2/09 35 80.55 130 100.79 75.3 428 split
Albany Molec AMRI 2/10/11 4.68 added 4.32 3.18 -24
Astex ASTX New 12/27/11 1.63 2.45 50
Amgen AMGN 51.7 2/2/09 55 54.9 0 54 68.7 25
Biogen BIIB 49.42 2/2/09 48.5 67.05 37 73.25 108.5 244
Cephalon CEPH 55.95 2/2/09 76.5 61.72 -19 76.92 80.18 30 acquired
Cubist CBST 20.7 2/2/09 21.5 21.4 -3 28.35 39.7 84
Dendreon DNDN New 11/15/11 8 14.7 83
Exelixis EXEL 9/2/10 3.3 8.21 148 11.12 5.66 71
First Trust ETF FBT 30.4 4/15/10 37.5 39.11 3 41.3 44.33 39 use IBB
Gilead GILD 34.9 2/2/09 51 36.24 -29 42.81 48.6 -3
iShares ETF IBB 76.6 2/2/09 70.5 93.42 32 101.14 115.5 64
Micromet MITI 6.28 2/2/09 4 8.12 103 5.46 10.91 272 acquired
ImmunoGen IMGN New 12/22/11 12.4 13.11 5
Optimer OPTR 2/18/11 11.8 added 13.8 12.77 7
Regeneron REGN 21.6 2/2/09 17.5 32.83 82 45.43 85 485
Seattle Gen. SGEN 11.85 2/2/09 9.5 14.95 57 15.72 19.67 107
Targacept TRGT 19.42 2/2/09 2.2 26.5 1104 26.46 6.03 274
ViroPharma VPHM 10.88 2/2/09 12 17.32 44 20.05 29.48 246
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