2017 Life Science Review #1: Big Biotech Gains for First Half

Big Biotech Gains for Stocks in First Half

Rayno Life Science Picks

  • Top Winners YTD: Foundation Medicine (FMI) up 124.6%, bluebird bio (BLUE) up 70.26%, XBI up 20.9%.
  • Large cap winners since inception: Abbvie (ABBV) and Roche ADR (RHHBY).
  • 6/27 Take some profits on XBI at $78. XBI is our top ETF pick.
  • XLV SPDR Healthcare ETF was up 3% in June .
  • Bristol Myers (BMY) was mentioned in 7/1/17 issue of Barron’s as “underpriced with rich pipeline” and ~3% div.
  • Stock price highs YTD were reached at Wednesday’s 6/28 close.
  • Hologic (HOLX) is a medical device Company.

Rayno 2017 Picks

Company Ticker Date Price Price Perf Price YTD
Started 4/25 % 7/1/17 %
Rayno Picks
Abbvie ABBV 2/3/16 56.5 65.45 16 72.51 15.79
Amgen AMGN 9/12/16 172 165 -4 172.23 17.8
bluebird bio BLUE 2/3/16 43.75 88.1 103 105.05 70.26
Bristol Myers BMY 2/16/16 61 54.2 -7.7 55.72 -4.65
Foundation Med FMI 7/5/16 20.4 34 68 39.75 124.6
Hologic HOLX 12/20/16 40 44.4 10.1 45.38 13.11
Gilead Sci GILD 2/3/16 85.8 67.3 -20.9 70.78 -1.16
Roche ADR RHHBY 4/4/16 30.36 32.4 7.9 31.8 11.46
IBB 6/29/16 250 296 18.4 310.08 16.84
XBI 1/31/17 64 70.7 9.4 77.18 20.9 trade
XLV 79.24 14.94
QQQ n/a 135.13 n/a 137.64 17.4 trade

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