Rayno Life Science Biopharmaceutical Picks Beat All Sector Averages
Life Science Market Hits 10 Year High Tracked by IBB ($115.51), and Up 46% Over 5 years
Highlights of Rayno Biopharma Portfolio
- Biggest winners over 3 years were Alexion, Biogen, Micromet, Regeneron, Targacept and Viropharma.
- Targacept was at one time was a 20X return but is still almost 3X.
- Returns do not include trades and additions.
- Cephalon and Micromet were acquired.
- 2011 “January Effect” Trades were up more than 50%: Albany, Astex, and Dendreon.
- IBB ETF returned 64% since 2/09/09.
- Only losers since inception were Albany Molecular and Gilead (but made money with re-iterated buys).
| 2012 | Price | Original | P | Price | % Ret | Price | Price | % Ret | ||
| Summary | 7/2/10 | Recomm | Dec’10 | 2010 | 4/4/11 | 1/27/12 | Tot | |||
| Alexion | ALXN | 50.45 | 2/2/09 | 35 | 80.55 | 130 | 100.79 | 75.3 | 428 | split |
| Albany Molec | AMRI | 2/10/11 | 4.68 | added | 4.32 | 3.18 | -24 | |||
| Astex | ASTX | New | 12/27/11 | 1.63 | 2.45 | 50 | ||||
| Amgen | AMGN | 51.7 | 2/2/09 | 55 | 54.9 | 0 | 54 | 68.7 | 25 | |
| Biogen | BIIB | 49.42 | 2/2/09 | 48.5 | 67.05 | 37 | 73.25 | 108.5 | 244 | |
| Cephalon | CEPH | 55.95 | 2/2/09 | 76.5 | 61.72 | -19 | 76.92 | 80.18 | 30 | acquired |
| Cubist | CBST | 20.7 | 2/2/09 | 21.5 | 21.4 | -3 | 28.35 | 39.7 | 84 | |
| Dendreon | DNDN | New | 11/15/11 | 8 | 14.7 | 83 | ||||
| Exelixis | EXEL | 9/2/10 | 3.3 | 8.21 | 148 | 11.12 | 5.66 | 71 | ||
| First Trust ETF | FBT | 30.4 | 4/15/10 | 37.5 | 39.11 | 3 | 41.3 | 44.33 | 39 | use IBB |
| Gilead | GILD | 34.9 | 2/2/09 | 51 | 36.24 | -29 | 42.81 | 48.6 | -3 | |
| iShares ETF | IBB | 76.6 | 2/2/09 | 70.5 | 93.42 | 32 | 101.14 | 115.5 | 64 | |
| Micromet | MITI | 6.28 | 2/2/09 | 4 | 8.12 | 103 | 5.46 | 10.91 | 272 | acquired |
| ImmunoGen | IMGN | New | 12/22/11 | 12.4 | 13.11 | 5 | ||||
| Optimer | OPTR | 2/18/11 | 11.8 | added | 13.8 | 12.77 | 7 | |||
| Regeneron | REGN | 21.6 | 2/2/09 | 17.5 | 32.83 | 82 | 45.43 | 85 | 485 | |
| Seattle Gen. | SGEN | 11.85 | 2/2/09 | 9.5 | 14.95 | 57 | 15.72 | 19.67 | 107 | |
| Targacept | TRGT | 19.42 | 2/2/09 | 2.2 | 26.5 | 1104 | 26.46 | 6.03 | 274 | |
| ViroPharma | VPHM | 10.88 | 2/2/09 | 12 | 17.32 | 44 | 20.05 | 29.48 | 246 | |