2011 A Huge Year for Life Science Investing
As of mid-year the Rayno Life Science Biopharmaceutical Portfolio was up over 20% beating most ETF’s and Life Science mutual funds. Our two recommended biotech ETF’s for balancing and overweighting were FBT up 13.3% and IBB up 15.3%. Returns could have been much higher with rebalancing strategies and following our comments. For detailed analysis of ETF’s read our report on Investor Uprising. Click on the “Guide to Biotech Investing”at the right side of the page.
The biggest winners were:
Alexion up 18.6%
Biogen up 61%
Cephalon up 30% (acquired)
Cubist up 69%
Regeneron up 76%
Seattle Genetics up 39.6%
The biggest losers were:
Micromet down 29%
Nektar down 33%
Targacept down 18.5%
2010 | Price | Original | P | Price | % Ret | Price | Price | % Ret | |
7/2/10 | Recomm | YrEnd’10 | 2010 | 4/4/11 | 7/1/11 | YTD | |||
Alexion | ALXN | 50.45 | 2/2/09 | 35 | 80.55 | 130 | 100.79 | 47.51s | 18.6 |
Albany Molec | AMRI | 2/10/11 | 5 | added | 4.32 | 4.81 | 2.34 | ||
Ardea Biosci | RDEA | 19.5 | 2/2/09 | 12 | 26 | 117 | 28.75 | 26.56 | 0 |
Amgen | AMGN | 51.7 | 2/2/09 | 55 | 54.9 | 0 | 54 | 58.28 | 6.1 |
Biogen | BIIB | 49.42 | 2/2/09 | 49 | 67.05 | 37 | 73.25 | 108.5 | 61 |
Cephalon | CEPH | 55.95 | 2/2/09 | 77 | 61.72 | -19 | 76.92 | 80.18 | 30 |
Cubist | CBST | 20.7 | 2/2/09 | 22 | 21.4 | -3 | 28.35 | 36.24 | 69.3 |
Exelixis | EXEL | 9/2/10 | 3 | 8.21 | 148 | 11.12 | 9.17 | 11.7 | |
First Trust ETF | FBT | 30.4 | 4/15/10 | 38 | 39.11 | 3 | 41.3 | 44.33 | 13.3 |
Gilead | GILD | 34.9 | 2/2/09 | 51 | 36.24 | -29 | 42.81 | 41.95 | 15.8 |
iShares ETF | IBB | 76.6 | 2/2/09 | 71 | 93.42 | 32 | 101.14 | 107.7 | 15.3 |
Micromet | MITI | 6.28 | 2/2/09 | 4 | 8.12 | 103 | 5.46 | 5.78 | -29 |
Nektar | NKTR | 11.6 | 4/15/10 | 15 | 12.85 | -14 | 9.3 | 7.4 | -33 |
Optimer | OPTR | 2/18/11 | 12 | added | 13.8 | 11.96 | 0 | ||
Regeneron | REGN | 21.6 | 2/2/09 | 18 | 32.83 | 82 | 45.43 | 57.75 | 76 |
Seattle Gen. | SGEN | 11.85 | 2/2/09 | 10 | 14.95 | 57 | 15.72 | 20.86 | 39.6 |
Supergen | SUPG | 2 | 2/2/09 | 2 | 2.62 | 14 | 3.15 | 3 | 14.5 |
Targacept | TRGT | 19.42 | 2/2/09 | 2 | 26.5 | 1104 | 26.46 | 21.58 | -18.5 |
United Rx | UTHR | 48.7 | 2/2/09 | 34 | 63.22 | 86 | 68.14 | 55.68 | -11.9 |
ViroPharma | VPHM | 10.88 | 2/2/09 | 12 | 17.32 | 44 | 20.05 | 19.38 | 11.9 |