Rayno Biopharma Portfolio 2016-2017

We have updated our biopharmaceuticals portfolio for the period ending February 17 2017. The biotech sector has been in a rally mode since the beginning of 2017 with major ETFs up 10.9% for the IBB and 17.3% for the XBI. We felt biotech stocks were severely depressed after BREXIT at the end of June 2016 and added the IBB. Large caps biopharma stocks have only begun to recover in 2017 after the 2016 earnings release. A summary of financial metrics for large cap biopharmaceuticals is provided here.

Here is a summary of key results:

• The best performing stocks since inceptions were bluebird bio (BLUE), Foundation Medicine (FMI) and the IBB.
• The worse performing stocks were GILD, BMY and RHHBY. All of these stocks yield dividends.
• Small cap stocks are outperforming in 2017 because of a more speculative market and M&A.
• bluebird bio (BLUE) is a volatile stock near its one year high of $80. The Company is focused in gene therapy for rare diseases.
• Foundation Medicine (FMI) provides genomic information on cancer specimens to help direct clinical care.
• Both Bristol Myers (BMY) and Gilead Sciences (GILD) have recently bounced off there 52 week lows.
• New picks for 2017 are Biogen (BIIB) and XBI SPDR S&P Biotech ETF with an equal weighting of large and small cap stocks.