Biotech Winners 2015: Rayno Mid-Cap Performance

Rayno Biopharmaceutical Portfolios beat the bellwether IBB in 2015 . We previously reviewed the Rayno Small Cap Portfolio which was up 38.1% in Q4 2015  and the Mid-Caps also beat despite a big loss by Clovis Oncology after the FDA required more data on its lung cancer drug.

  • The IBB was up 10.35% in 2015.
  • If you got out of biotech stocks in July you would be up 40-50%.
  • The Healthcare sector (XLV) lagged biotech up only 4.19%.
  • Rayno Small Cap picks came up big in Q4 with new picks Curis (CRIS) and Geron (GERN).
  • Clovis Oncology (CLVS) was a huge winner until the FDA review.
  • Our large caps picks underperformed the IBB but Regeneron (REGN) was up 31.3% in 2015. We will review large caps later this week.

Alkermes (ALKS) 79.38 Up 37.5%

Clovis Oncology (CLVS) 35  Down 37.8%…stock plunges in November after FDA review requests more data on Rociletinib lung cancer drug.

Pharmacyclics (PCYC) 261.25 Up 109.9% …acquired by Abbvie (ABBV) 3/5/15

Seattle Genetics (SGEN) 44.88 Up 40.25%

Vertex Pharmaceuticals (VRTX) 125.8 Up 6.27%

One of our previous mid-cap picks Cubist Pharmaceuticals was acquired by Merck (MRK) on 12/8 /14 for $9.5B.

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