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, Raygent (47 clicks)
Research analyst, ETF investing, portfolio strategy, long/short equity
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The Life Science sector (BTK) overall has outperformed other major market indices over 10 years.

As we approach year-end we can look back on a great year for all markets and outperformance for the Life Science sector. Benchmark ETF performance is as follows YTD: FBT up 38.8%, IBB up 15.4%, XBI up 19.5%. We have two portfolios: Diagnostics and Tools, and Biopharmaceuticals. Most of our picks are trading near their highs. Here is a brief summary:

Winners 2009-2010

  • Abaxis (ABAX $26.81) up 67.5%
  • Alera (ALR $36.06) up 80.3%
  • Alexion (ALXN $81.14) up 131.8%
  • Ardea Biosci (RDEA $26.65) up 122%
  • Biogen(BIIB $66.75) up 37.6%
  • Illumina (ILMN $63.75) up 134.4%
  • GenProbe (GPRO $58.98) up 31.65%
  • Regeneron (REGN $33.36) up 90.6%
  • Seattle Genomics (SGEN $15.50) up 63%
  • SeraCare (SRLS $4.63) up 68.3%
  • Sequenom (SQNM $8.11) up 68.36%
  • Targacept (TRGT $27.06) up 1130%
  • United Therapeutics (UTHR $63.38) up 89%

Winners - Added in 2010

  • CardioVascular Systems (CSII $11.14) up 55.8%
  • Exact Scientific (EXAS $6.38) up 13.9%
  • Exelixis (EXEL $8.87) up 169%
  • NeoGen (NEOG $41.95) up 61.35%

Biggest Losers >One Year (all remain in the portfolio)

Celera (CRA $6.40) down 8.70%, Cephalon (CEPH $63.35) down 17.2%, Gilead (GILD $36.25) down 29%.

We will review the Rayno Portfolios in-depth at the end of January and add/delete picks if needed. However we are rebalancing on a weekly basis pending news and technicals. Both Portfolios will be updated with final prices at year-end 2010.

Disclosure: I am long Immucor (NASDAQ:BLUD), CSII, FBT, GILD, SRLS.
Source: Life Science Portfolios: Reflecting on a Year of Out-Performance