Rayno Biopharmaceutical Portfolio Nov. 1, 2013 YTD Performance…Update 1

Updated http://thermograve.co.uk/?post_type=portfolio 2/11/15 see chart below

go to site Rayno 2013 Picks Outperform Biotechnology Indices and Funds 

Biopharmaceutical stocks hit all time highs in 2013 with major ETFs up as follows YTD: FBT ($65) up 41%, IBB ($206) up 50%, and XBI ((%120) up 36%. The Five Star Fidelity Select Biotechnology Fund (FBIOX $171) is up 54.5% YTD.

You can see our top picks since buy cheap generic Seroquel inception 2/2/09 on our chart below: Alexion (ALXN), Biogen (BIIB), Gilead (GILD), Regeneron (REGN), and Seattle Genetics (SGEN).

Rayno Top Winners 2013 YTD

Astex (ASTX) 192%

Albany Molecular (AMRI) 140%

Pharmacyclics (PCYC) 111%

Gilead (GILD) 93%

Viropharma (VPHM) 71%

The only loser was Achillion (ACHN $2.53) down 68%. We are cautious on mid and small caps over the intermediate term but expect a year-end rally in the sector.It is becoming difficult to find new stock picks so we are maintaining a hold on all stocks in our existing portfolios.Momentum has eased and we are off 2013 highs for most of these stocks.

We will review diagnostic and tools stocks later this week.

Rayno Biopharmaceutical Stocks         Updated with Prices as of 2/11/15

2013 Price Original P Price Price Price % Ret Price Price 2015 %Ret
Summary Jy’10 Recomm Dec’10 Apr’11 Dec’12 YTD’13 Jy1,’13 2/11/15 Jy1’13
Achillion ACHN 3/4/13 8.6 4.37 8.36 11.20 34
Alexion ALXN 50.45 2/2/09 35 80.55 100.8 95.4 2.26 95.86(sp) 174 81
Alkermes ALKS 3/22/13 23 18.5 59.29 29.5 70.25 138
Albany Mol AMRI 2/10/11 4.68 add 4.32 5.3 140.7 12.71 17 33.7
Astex ASTX 12/27/11 1.63 2.7 49.48 4.35 8.5 192  acquired
Amgen AMGN 51.7 2/2/09 55 54.9 54 87.4 13.1 97.49 153 56.9
Biogen BIIB 49.42 2/2/09 48.5 67.05 73.25 149 48.85 217.88 389 78.4
Celldex Ph  CLDX  new  8/20/14  15  19.9  32.6
Cephalon CEPH 55.95 2/2/09 76.5 61.72 76.92 80.18 30 acquired
Clovis Onc  CLVS  new  1/13/15  60  68.3  13.8
Cubist CBST 20.7 2/2/09 21.5 21.42 28.35 42.4 19.2 50.11 101.9 493  acquired
FibroCellSc FCSC new 8/20/14 2.75 3.9 41.8
First Trust FBT 30.4 4/15/10 37.5 39.11 41.3 46 29.6 59.57 107.7 80.5
Gilead GILD 34.9 2/2/09 51 36.24 42.81 72.7 40.67 51.65(sp) 100 93.6
iShares ETF IBB 76.6 2/2/09 70.5 93.42 101.1 137.8 29.9 178.26 317 78
SPDR Bio XBI 86.38 23.7 108.73 198 82.5
Micromet MITI 6.28 2/2/09 4 8.12 5.46 10.91 272 acquired
Optimer OPTR trade 2/18/11 11.8 add 13.8 9.2 60 14.5 12.8 41  acquired
Pharmacycl PCYC 6/8/12 38.2 58 47.8 85.39 163 92
Regeneron REGN 21.6 2/2/09 17.5 32.83 45.43 173 34.5 230.14 401 74
Seattle Gen. SGEN 11.85 2/2/09 9.5 14.95 15.72 23.3 41 32.71 30.75 (6)
ViroPharma VPHM 10.88 2/2/09 12 17.32 20.05 22.9 29.4 29.45 39 71.3  acquired
 Vertex Ph  VRTX  11/15/13  62.8  82  108.6  32.4

Six stocks were acquired. See above.

Three stocks were added: Celldex Therapeutics (CLDX), Clovis Oncology (CLVS) and Fibrocell Science (FCSC).

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