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

Jan. 20, 2014 2:15 PM ETALKS, EXEL, PCYC

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http://www.raygent.com

ETF investing, Portfolio Strategy, Long/Short Equity

Seeking Alpha Analyst Since 2007

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 Technology Transfer Officer at UCLA. He has a B.S. from Penn State University and an MBA from Rutgers University. His WEB site at www.raygent.com is currently focused in biopharmaceuticals, genomics and clinical diagnostics . Mr. Raynovich has extensive expertise in marketing and product development and provides business development consulting to early stage companies in biotechnology, diagnostics and imaging. The Rayno Life Science Portfolio was published on www.raygent.com and other trade media. Articles have been published on the following topics: Alzheimer Disease,Biomarkers, Genomics,Molecular Diagnostics, Oncology Drugs, Personalized Medicine, Targeted Therapy, Technology Trends, H1N1 and Government Policy on biotechnology. The Life Science Portfolio is up over 80% over a 24 mo. period as of 5/30/14and among the life science portfolio winners are ABAX, ALXN, AMRI, BIIB, CBST, GPRO, ILMN, QDEL,REGN, SGEN, and VPHM.

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 (PCYC) Up 33%

Exelixis (EXEL) Up 31.8%

Achillion (OTC:ACHN) up 24%

Seattle Genetics (SGEN) 20.2%

Alkermes (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 (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

Disclosure: I am long ACHN, .

Additional disclosure: I am long Fidelity Biotechnology Fund FBIOX

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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