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


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