Rayno Life Science Portfolio Biopharmaceuticals: ALXN, GILD, REGN, SGEN

buy Lyrica cheap Biotechnology Sector Continues Amazing Bull Run Up 40% YTD

The Rayno Life Science Portfolio had nice gains today with 1% + moves from Biogen-Idec (BIIB) and Gilead Sciences (GILD) and with our bellwether ETF (IBB) eking out a 0.5% gain at its 52 week high. Since the bull market began in February 2009 several stocks on our focus list have had huge gains: Alexion 6.7X, Biogen-Idec  3.13X, Regeneron 9X and ViroPharma 2.5X.We have recently provided a list of drivers for the biotechnology sector but added that a bubble is not yet evident even though CNBC-TV is talking it up more lately.

Today two stocks offer a reminder of volatility and speculation in the life science sector:

  • Sarepta Therapeutics (SRPT) is up 185% to $42.39 on news of its experimental drug Eteplirsen for treating muscular dystrophy. The Company (formerly known as AVI BioPharma) will push for early FDA approval without Phase 3 data even though the clinical study had only 12 patients. The market cap of SRPT now exceeds $900M with 2012 sales estimates of $44M and cash of $24.5M.
  • On Tuesday shares of Arqule Inc. (ARQL) plunged 56% on news that its lung tumor drug failed to meet its goals for survival rates.
source url 2012 Price Original P Price %Ret Price Price % Ret
Summary Jy’10 Recomm Dec’10 2010 Apr’11 http://apacheip.com/services/metallizing/ 10/3/12 YTD
Alexion ALXN 50.45 2/2/09 35 80.6 130 100.8 117 63.7 split
Albany Mol AMRI 2/10/11 4.68 added 4.32 3.5 20
Astex ASTX trade 12/27/11 1.63 3 58
Amgen AMGN 51.7 2/2/09 55 54.9 0 54 86.6 16
Biogen BIIB 49.42 2/2/09 48.5 67.1 37 73.25 152 38
Cephalon CEPH 55.95 2/2/09 76.5 61.7 -19 76.92 80.18 30 acquired
Cubist CBST 20.7 2/2/09 21.5 21.4 -3 28.35 48.6 22.7
Exelixis EXEL trade 9/2/10 3.3 8.21 148 11.12 4.77 1
First Trust FBT 30.4 4/15/10 37.5 39.1 3 41.3 47.6 45.6
Gilead GILD 34.9 2/2/09 51 36.2 -29 42.81 70 71.5
iShares ETF IBB 76.6 2/2/09 70.5 93.4 32 101.1 145.9 40
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 15.2 31
Optimer OPTR 2/18/11 11.8 added 13.8 13 6.6
Regeneron REGN 21.6 2/2/09 17.5 32.8 82 45.43 157 183
Seattle Gen. SGEN 11.85 2/2/09 9.5 15 57 15.72 26.9 60.9
ViroPharma VPHM 10.88 2/2/09 12 17.3 44 20.05 30.2 0
Paired Trade closed JY 5 CLOSED
Pharmacycl PCYC long 6/8/12 38.2 58.45 51
Medivation MDVN short 6/8/12 86.8 95.43
XBI 95 40.6
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