Biotech Winners 2015: Rayno Mid Caps Were Up 29.6%

Rayno Biopharmaceutical Portfolios beat the bellwether IBB in 2015. We previously reviewed the Rayno Small Cap Portfolio which was up 38.1% in Q4 2015 and the Mid-Caps also beat despite a big loss by Clovis Oncology after the FDA required more data on its lung cancer drug.

• The IBB was up 10.35% in 2015.
• If you got out of biotech stocks in July you would be up 40-50%.
• The Healthcare sector (XLV) lagged biotech up only 4.19%.
• Rayno Small Cap picks came up big in Q4 with new picks Curis (CRIS) and Geron (GERN).
• Clovis Oncology (CLVS) was a huge winner until the FDA review.
• Our large caps picks underperformed the IBB but Regeneron (REGN) was up 31.3% in 2015. We will review large caps later this week.

Alkermes (ALKS) 79.38 Up 37.5%

Clovis Oncology (CLVS) 35  Down 37.8%…stock plunges in November after FDA review requests more data on Rociletinib lung cancer drug.

Pharmacyclics (PCYC) 261.25 Up 109.9% …acquired by Abbvie (ABBV) 3/5/15

Seattle Genetics (SGEN) 44.88 Up 40.25%

Vertex Pharmaceuticals (VRTX) 125.8 Up 6.27%

One of our previous mid-cap picks Cubist Pharmaceuticals (CBST) was acquired by Merck (MRK) on 12/8 /14 for $9.5B.