Rayno Biopharmaceutical Stocks: April 2014 Update After Sell-Off… Update 10/6/14

http://haciendaparrillaalta.com/metodo-de-envio/ Note: Prices are updated as of  10/6/14

Stocks on the list that are lower from 5/2 are:

follow url ALKS, ARIA,CBST, IMGN (dropped)-all others are up.

isotretinoin generic  Biotech Stocks Are Down 5-10% in April-IBB is up only 1% YTD but 32% over one year

May 2 Mid-day trading: NASDAQ 41358 up 0.25%, FBT 74.10IBB $229.4, XBI $128

  • Speculative fever is broken-small caps were hit even harder. Caution.
  • April 15 Bottom Is holding-XBI at $115, but expect a choppy market.
  • Peak “bubble” valuations were reached in late February.
  • Rayno Biopharma winners YTD: ALKS ALXN AMRI  REGN VRTX
  • Rayno Biopharma Losers YTD: SGEN

 Rayno Biopharmaceutical Focus Stocks

2014 Original P Price Price Price % Ret Price % Ret  Price
Summary Ticker Recomm Apr’11 Dec’12 Nov’13 11/1/13 5/1/14 YTD 10/6/2014
Abbvie ABBV 3/25/14 51.7 new 51.61 -2.27  57.81(off)
Achillion ACHN 3/4/13 8.6 new 2.53 -68 2.78 -16.2  9.97
Alexion ALXN 2/2/09 35 100.8 95.4 123.4 2.26 159.8 20.3  173.66
Alkermes ALKS 3/22/13 23 new 18.5 35.6 59.29 47.57 17  41.91
Albany Mol AMRI 2/10/11 4.68 4.32 5.3 13.2 140.7 15.92 58  22.53
Ariad ARIA 3/25/14 7.61 new 7.47 9.6  5.42
Astex ASTX* 12/27/11 1.63 2.7 8.5 49.48 acquired
Amgen AMGN 2/2/09 55 54 87.4 118.7 13.1 112.76 -1.1  137.61
Biogen BIIB 2/2/09 48.5 73.25 149 243 48.85 286.75 2.6  325.07
Cephalon CEPH* 2/2/09 76.5 76.92 80.18 30 acquired
Cubist CBST 2/2/09 21.5 28.35 42.4 61.9 19.2 70.89 2.9  66.27
FT Arca ETF FBT 4/15/10 37.5 41.3 46 64.6 29.6 75.08 8.5  90.45
Gilead GILD 2/2/09 51 42.8 72.7(s) 71 40.67 79.02 5.2  105.13
iShares ETF IBB 2/2/09 70.5 101.1 137.8 206 29.9 232.5 2.4  271,72
Fido Biotech FBIOX 182.91 0  214.48
ImmunoGen IMGN 12/22/11 12.4 12.5 16.3 34.8 12.73 -13.2  9.67 (off)
Optimer OPTR* 2/18/11 11.8 13.8 9.2 12.8 60 acquired
Pharmacycl PCYC 6/8/12 38.2 58 122 47.8 95.21 -10  115.74
Regeneron REGN 2/2/09 17.5 45.43 173 286 34.5 299 8.7  359.19
Roche ADR RHHBY 1/30/14 67 new 36.66s 4.4  36.27
Seattle Gen. SGEN 2/2/09 9.5 15.72 23.3 39 41 38.87 -2.6  34.64
Vertex VRTX 11/15/13 62.8 new 68.95 -7.2  105.76
ViroPharma VPHM* 2/2/09 12 20.05 22.9 39 29.4 acquired
*acquired

Disclosure: we are long Fidelity Select Biotech Fund (FBIOX) ,Gilead Sciences (GILD), Roche (RHBBY) and short mid and small caps on a daily basis. Investors should focus on large caps for core holdings.

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