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Biotechnology Sector Up 10% YTD: Post J.P.Morgan Healthcare Conference

|Includes:Alkermes plc (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   Original P Price Price Price % Ret Price %Ret  
Summary   Recomm   Apr'11 Dec'12 1-Nov YTD'13 1/20/14 YTD 2014  
                     
Achillion ACHN 3/4/13 8.6     2.53 -68 4.12 24  
Alexion ALXN 2/2/09 35 100.8 95.4 123.4 2.26 139.71 5.1  
Alkermes ALKS 3/22/13 23   18.5 35.6 59.29 48.23 18.6  
Albany Mol AMRI 2/10/11 4.68 4.32 5.3 13.2 140.7 10.88 7.9  
Astex ASTX* 12/27/11 1.63   2.7 8.5 49.48 acq    
Amgen AMGN 2/2/09 55 54 87.4 118.7 13.1 119.15 4.4  
Biogen BIIB 2/2/09 48.5 73.25 149 243 48.85 297.48 6.4  
Cephalon CEPH* 2/2/09 76.5 76.92 80.18   30 acq    
                     
Cubist CBST 2/2/09 21.5 28.35 42.4 61.9 19.2 74.56 8.3  
Exelixis EXEL 9/2/10 3.3 11.12 4.58 4.97 1.97 8.08 31.8  
First Trust FBT 4/15/10 37.5 41.3 46 64.6 29.6 76.24 10.1  
Gilead GILD 2/2/09 51 42.81 72.7(s) 71 40.67 78.4 4.4  
iShares ETF IBB 2/2/09 70.5 101.1 137.8 206 29.9 247.43 9  
SPDR Bio XBI       86.38 119.6 23.7 156.66 20.3  
Fido Biotech FBIOX             207 15  
ImmunoGen IMGN 12/22/11 12.4   12.5 16.3 34.8 16.14 10  
Optimer OPTR* 2/18/11 11.8 13.8 9.2 12.8 60 acq    
Pharmacycl PCYC 6/8/12 38.2   58 122 47.8 140.64 33  
Regeneron REGN 2/2/09 17.5 45.43 173 286 34.5 292 6  
SeattleGen. SGEN 2/2/09 9.5 15.72 23.3 39 41 47.95 20.2  
Vertex VRTX 11/15/13 62.8         82 10.5  
ViroPharma VPHM* 2/2/09 12 20.05 22.9 39 29.4 50(acq)    
                     
*acquired                    
                     
Click to enlarge

Disclosure: I am long ACHN, .

Additional disclosure: I am long Fidelity Biotechnology Fund FBIOX

Stocks: ALKS, EXEL, PCYC