Rayno Life Science Stock Picks Beat The Market
Everybody now knows about the bull market in biotech stocks. Innovative products, favorable clinical news, M&A (see below) and breakthrough genomic technologies and targeted therapies have driven most life science stocks to all time highs. The IBB ($226) is up 221% over 10 years. The biopharmaceutical sector will do well in 2014 but expect a correction in Q1. In 2013 you did not need to pick stocks. Just buy a fund and an ETF and go on cruise control. Our recommended fund was the Fidelity Select Biotechnology Fund (FBIOX $181.38) and it is up 63% YTD . We are fine tuning our valuation model for mid-cap stocks to pick winners and losers in 2014 as there will be a shakeout.
Sign up now to get our new stock picks for 2014. (Will be out by Feb. 1)
Here is a brief review of our current focus stocks.As always we recommend a diversified portfolio or just buy an ETF. Click on the link below for a detailed review.
Rayno Biopharmaceutical Portfolio-Performance YTD
Large Caps-Benchmark IBB Up 65% YTD
Amgen (AMGN $113) up 31%
Biogen Idec (BIIB $282) up 92%
Gilead (GILD $75) up 104%
Regeneron (REGN) up 62%
*Vertex (VRTX) New, added 11/15 at $62.50, up 17.6% YTD.
Mid Caps-Benchmark XBI up 48% YTD
Alexion (ALXN $131) up 40%
Alkermes (ALKS $41) up 122%
Cephalon (CEPH $80) acquired for 43% since 2/2/09.
Cubist (CBST $66) up 58%
Pharmacyclics (PCYC $108) up 87%
Seattle Genetics (SGEN $40) up 73%
*ViroPharma (VPHM) acquired for 450% since 2/2/09 and 119% YTD.
Achillion (ACHN $3.38) down 57%
Albany Molecular (AMRI $10.2) up 93%
*Astex (ASTX) acquired for 520% return since 12/27/11
Exelixis (EXEL $6) up 30.4%
ImmunoGen (IMGN $14.72) up 15%
*Optimer (OPTR) acquired for 6% return since 2/18/11
We will provide a review of our 2013 Diagnostics and Tools portfolio on 12/30.