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.

Small Caps

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.

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