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Rod Raynovich
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Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a... More
My company:
Raygent Capital
My blog:
Raygent.com,Rayno Life Science
  • Biotechnology Sector Up 10% YTD: Post J.P.Morgan Healthcare Conference 0 comments
    Jan 20, 2014 2:15 PM | about stocks: ALKS, EXEL, PCYC

    2014 J.P.Morgan Healthcare Conference Update #4-Rayno Biopharmaceutical Picks

    Biotechnology started off with a roar and major indices were up 10% or more. Much of it can be attributed to the excitement and anticipation of the JPMorgan Conference with 10,000 attendees in San Francisco. Many are forecasting another good year for biotech but it will be hard to come close to the 62% sector return in 2013.

    As you can see below in the last two columns several stocks were up more than 20% YTD!

    Pharmacyclics (NASDAQ:PCYC) Up 33%

    Exelixis (NASDAQ:EXEL) Up 31.8%

    Achillion (NASDAQ:ACHN) up 24%

    Seattle Genetics (NASDAQ:SGEN) 20.2%

    Alkermes (NASDAQ:ALKS) Up 18.6%

    See our original recommendation dates and prices in the third and fourth columns. WE are in a hold mode with all of these picks. No new buys since Vertex (NASDAQ:VRTX) in November.

    WE will post our Diagnostics and Tools Portfolio later today.

    RAYNO Biopharmaceutical Portfolio

     

     

    2014 OriginalPPricePricePrice% RetPrice%Ret 
    Summary Recomm Apr'11Dec'121-NovYTD'131/20/14YTD 2014 
               
    AchillionACHN3/4/138.6  2.53-684.1224 
    AlexionALXN2/2/0935100.895.4123.42.26139.715.1 
    AlkermesALKS3/22/1323 18.535.659.2948.2318.6 
    Albany MolAMRI2/10/114.684.325.313.2140.710.887.9 
    AstexASTX*12/27/111.63 2.78.549.48acq  
    AmgenAMGN2/2/09555487.4118.713.1119.154.4 
    BiogenBIIB2/2/0948.573.2514924348.85297.486.4 
    CephalonCEPH*2/2/0976.576.9280.18 30acq  
               
    CubistCBST2/2/0921.528.3542.461.919.274.568.3 
    ExelixisEXEL9/2/103.311.124.584.971.978.0831.8 
    First TrustFBT4/15/1037.541.34664.629.676.2410.1 
    GileadGILD2/2/095142.8172.7(s)7140.6778.44.4 
    iShares ETFIBB2/2/0970.5101.1137.820629.9247.439 
    SPDR BioXBI   86.38119.623.7156.6620.3 
    Fido BiotechFBIOX      20715 
    ImmunoGenIMGN12/22/1112.4 12.516.334.816.1410 
    OptimerOPTR*2/18/1111.813.89.212.860acq  
    PharmacyclPCYC6/8/1238.2 5812247.8140.6433 
    RegeneronREGN2/2/0917.545.4317328634.52926 
    SeattleGen.SGEN2/2/099.515.7223.3394147.9520.2 
    VertexVRTX11/15/1362.8    8210.5 
    ViroPharmaVPHM*2/2/091220.0522.93929.450(acq)  
               
    *acquired          
               

    Disclosure: I am long ACHN, .

    Additional disclosure: I am long Fidelity Biotechnology Fund FBIOX

    Stocks: ALKS, EXEL, PCYC
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