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.
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.