Rayno Life Science Stocks Rally On A Choppy Day: ALXN, AMGN, BIIB, PCYC

buy provigil in nigeria Mini-Rally in Life Science Stocks— Update 10p PDT

Biotech stocks recovered off their am lows today with major ETFs  (FBT,IBB,XBI ($161.45) up about 0.3% and within 5% of highs. Over the past week or so biopharma stocks have been weak with a “topping” process evident in late February.  Volatility has increased with daily swings and some mid-cap stocks have had severe 20 % sell-offs. Several Rayno Life Science stocks were big movers today:

Alexion (ALXN) up 7.11%  all time high of $185.43.

see url Amgen (AMGN) up 2.57% all time high of $127.42.

Biogen Idec (BIIB) up 2.81% all time high of $353.47

Pharmacyclics (PCYC) up 1% all time high of $153.49.

Among Rayno Tools and DX picks movers were: Genomic Health (GHDX $28.76) up 2.75%, Nanostring T. (NSTG $20.22) up 1.35% , Quidel (QDEL $29.45)  up 1% and Response Genetics (RGDX $1.45) up 4.3%. Illumina (ILMN) $166.55 was down 1% today but is up 51% YTD.

We urge investors to stay the course keeping in mind that life science stocks are up over 20% in 2014  thus a higher cash position is warranted. Our core position is Fidelity Select Biotechnology Fund (FBIOX $220) which is up 21% YTD.

Here is a summary of our pharmaceutical picks as of 1/31/14. Many of our stocks have exceeded these numbers YTD.

Rayno Biopharmaceutical Picks 2014

2014 Original P Price Price Price % Ret Price %Ret  Price
Summary Recomm Apr’11 Dec’12 1-Nov 11/1/13 1/31/14 YTD  3/9/14
2014  $
Achillion ACHN 3/4/13 8.6 2.53 -68 3.31 0
Alexion ALXN 2/2/09 35 100.8 95.4 123.4 2.26 158.73 19.5  180
Alkermes ALKS 3/22/13 23 18.5 35.6 59.29 48.68 0.3
Albany Mol AMRI 2/10/11 4.7 4.32 5.3 13.2 140.7 10.7 6.15
Astex ASTX* 12/27/11 1.6 2.7 8.5 49.48 acq
Amgen AMGN 2/2/09 55 54 87.4 118.7 13.1 118.95 4.3  125.40
Biogen BIIB 2/2/09 49 73.25 149 243 48.85 312.64 11.8  338
Cephalon CEPH* 2/2/09 77 76.92 80.18 30 acq
Cubist CBST 2/2/09 22 28.35 42.4 61.9 19.2 73.9 6.1  76.73
Exelixis EXEL 9/2/10 3.3 11.12 4.58 4.97 1.97 6.88 12.2
First Trust FBT 4/15/10 38 41.3 46 64.6 29.6 75.26 8.8
Gilead GILD 2/2/09 51 42.81 72.7(s) 71 40.67 80.65 7.4
iShares ETF IBB 2/2/09 71 101.1 137.8 206 29.9 245.91 8.3  260.50
SPDR Bio XBI 86.38 119.6 23.7 150.21 15.4  161.45
Fido Biotech FBIOX 205.5 13.1  220
ImmunoGen IMGN 12/22/11 12 12.5 16.3 34.8 15 2.2
Optimer OPTR* 2/18/11 12 13.8 9.2 12.8 60 acq
Pharmacycl PCYC 6/8/12 38 58 122 47.8 133.07 25.8  132.95
Regeneron REGN 2/2/09 18 45.43 173 286 34.5 288.6 4.85  329
Roche ADR RHHBY 1/30/14 67 68 0
Seattle Gen. SGEN 2/2/09 9.5 15.72 23.3 39 41 44.86 12.5
Vertex VRTX 11/15/13 63 79 6.4
ViroPharma VPHM* 2/2/09 12 20.05 22.9 39 29.4 50(acq)
*acquired

 

 

, ,

No comments yet.

Leave a Reply