2014 J.P.Morgan Healthcare Conference Update #4-Rayno Biopharmaceutical Picks
Biotechnology started off with a roar and major indices were up 10% or more. Much of it can be attributed to the excitement and anticipation of the JPMorgan Conference with 10,000 attendees in San Francisco. Many are forecasting another good year for biotech but it will be hard to come close to the 62% sector return in 2013.
As you can see below in the last two columns several stocks were up more than 20% YTD!
Pharmacyclics (PCYC) Up 33%
Exelixis (EXEL) Up 31.8%
Achillion (ACHN) up 24%
Seattle Genetics (SGEN) 20.2%
Alkermes (ALKS) Up 18.6%
See our original recommendation dates and prices in the third and fourth columns. WE are in a hold mode with all of these picks. No new buys since Vertex (VRTX) in November.
WE will post our Diagnostics and Tools Portfolio later today.
RAYNO Biopharmaceutical Portfolio
| 2014 | Original | P | Price | Price | Price | % Ret | Price | %Ret | ||
| Summary | Recomm | Apr’11 | Dec’12 | 1-Nov | YTD’13 | 1/20/14 | YTD 2014 | |||
| Achillion | ACHN | 3/4/13 | 8.6 | 2.53 | -68 | 4.12 | 24 | |||
| Alexion | ALXN | 2/2/09 | 35 | 100.8 | 95.4 | 123.4 | 2.26 | 139.71 | 5.1 | |
| Alkermes | ALKS | 3/22/13 | 23 | 18.5 | 35.6 | 59.29 | 48.23 | 18.6 | ||
| Albany Mol | AMRI | 2/10/11 | 4.68 | 4.32 | 5.3 | 13.2 | 140.7 | 10.88 | 7.9 | |
| Astex | ASTX* | 12/27/11 | 1.63 | 2.7 | 8.5 | 49.48 | acq | |||
| Amgen | AMGN | 2/2/09 | 55 | 54 | 87.4 | 118.7 | 13.1 | 119.15 | 4.4 | |
| Biogen | BIIB | 2/2/09 | 48.5 | 73.25 | 149 | 243 | 48.85 | 297.48 | 6.4 | |
| Cephalon | CEPH* | 2/2/09 | 76.5 | 76.92 | 80.18 | 30 | acq | |||
| Cubist | CBST | 2/2/09 | 21.5 | 28.35 | 42.4 | 61.9 | 19.2 | 74.56 | 8.3 | |
| Exelixis | EXEL | 9/2/10 | 3.3 | 11.12 | 4.58 | 4.97 | 1.97 | 8.08 | 31.8 | |
| First Trust | FBT | 4/15/10 | 37.5 | 41.3 | 46 | 64.6 | 29.6 | 76.24 | 10.1 | |
| Gilead | GILD | 2/2/09 | 51 | 42.81 | 72.7(s) | 71 | 40.67 | 78.4 | 4.4 | |
| iShares ETF | IBB | 2/2/09 | 70.5 | 101.1 | 137.8 | 206 | 29.9 | 247.43 | 9 | |
| SPDR Bio | XBI | 86.38 | 119.6 | 23.7 | 156.66 | 20.3 | ||||
| Fido Biotech | FBIOX | 207 | 15 | |||||||
| ImmunoGen | IMGN | 12/22/11 | 12.4 | 12.5 | 16.3 | 34.8 | 16.14 | 10 | ||
| Optimer | OPTR* | 2/18/11 | 11.8 | 13.8 | 9.2 | 12.8 | 60 | acq | ||
| Pharmacycl | PCYC | 6/8/12 | 38.2 | 58 | 122 | 47.8 | 140.64 | 33 | ||
| Regeneron | REGN | 2/2/09 | 17.5 | 45.43 | 173 | 286 | 34.5 | 292 | 6 | |
| SeattleGen. | SGEN | 2/2/09 | 9.5 | 15.72 | 23.3 | 39 | 41 | 47.95 | 20.2 | |
| Vertex | VRTX | 11/15/13 | 62.8 | 82 | 10.5 | |||||
| ViroPharma | VPHM* | 2/2/09 | 12 | 20.05 | 22.9 | 39 | 29.4 | 50(acq) | ||
| *acquired | ||||||||||