Big Biotech Gains for Stocks in First Half
Rayno Life Science Picks
- Top Winners YTD: Foundation Medicine (FMI) up 124.6%, bluebird bio (BLUE) up 70.26%, XBI up 20.9%.
- Large cap winners since inception: Abbvie (ABBV) and Roche ADR (RHHBY).
- 6/27 Take some profits on XBI at $78. XBI is our top ETF pick.
- XLV SPDR Healthcare ETF was up 3% in June .
- Bristol Myers (BMY) was mentioned in 7/1/17 issue of Barron’s as “underpriced with rich pipeline” and ~3% div.
- Stock price highs YTD were reached at Wednesday’s 6/28 close.
- Hologic (HOLX) is a medical device Company.
Rayno 2017 Picks
| Company | Ticker | Date | Price | Price | Perf | Price | YTD | |
| Started | 4/25 | % | 7/1/17 | % | ||||
| Rayno Picks | ||||||||
| Abbvie | ABBV | 2/3/16 | 56.5 | 65.45 | 16 | 72.51 | 15.79 | |
| Amgen | AMGN | 9/12/16 | 172 | 165 | -4 | 172.23 | 17.8 | |
| bluebird bio | BLUE | 2/3/16 | 43.75 | 88.1 | 103 | 105.05 | 70.26 | |
| Bristol Myers | BMY | 2/16/16 | 61 | 54.2 | -7.7 | 55.72 | -4.65 | |
| Foundation Med | FMI | 7/5/16 | 20.4 | 34 | 68 | 39.75 | 124.6 | |
| Hologic | HOLX | 12/20/16 | 40 | 44.4 | 10.1 | 45.38 | 13.11 | |
| Gilead Sci | GILD | 2/3/16 | 85.8 | 67.3 | -20.9 | 70.78 | -1.16 | |
| Roche ADR | RHHBY | 4/4/16 | 30.36 | 32.4 | 7.9 | 31.8 | 11.46 | |
| IBB | 6/29/16 | 250 | 296 | 18.4 | 310.08 | 16.84 | ||
| XBI | 1/31/17 | 64 | 70.7 | 9.4 | 77.18 | 20.9 | trade | |
| XLV | 79.24 | 14.94 | ||||||
| QQQ | n/a | 135.13 | n/a | 137.64 | 17.4 | trade |