Large Cap Biopharmaceuticals 2018 Performance after J.P.Morgan Healthcare Conference 

Here is an update of Large Cap Biopharmaceuticals Performance over the past 12 months. These numbers will be updated after all 2017 financials have been reported.

  • Note that the IBB is a good pick for Large Cap Biopharma up ~20% YoY.
  • Only ABBV (a Rayno pick) beat the IBB.
  • XBI has been our top ETF pick, up 37.88% YoY, although it is more volatile and may underperform in bear markets.
  • Regeneron (REGN) is down over 2% 2018 YTD.
  • Company Ticker Price 2017 Market P/S % Perform  2018     1/15/2018 Rev$B Cap $B   12 mos YTD  YTD %Perf.         1/15/2018       Abbvie ABBV 100.34 27.27 160 5.88 61.86  3.75 Alexion ALXN 122.71 3.47 27.39 7.89 -10.38  2.61 Amgen AMGN 185.04 23 134.7 5.85 18.5  6.41 Biogen BIIB 335.95 11.84 71 6 18  5.46 Bristol Myers BMY 62.81 19.920.57 102.95 5 11.7  2.5 Celgene CELG 106 12.5 84.8 6.78 -9.77  1.57 Gilead Sci GILD 79.02 27.48 103.2 3.76 8.14  10.3 Merck MRK 58.66 39.8 160.2 4.02 -5.9  4.25 Regeneron REGN 366.96 5.52 39.21 7.11 0  (2.39)                  IBB    111.98    10.37    19.97  4.88

    Best performers over 12 months: ABBV up 61.86%, AMGN up 18.5%, BIIB up 18%.

    The following 2017 data will be updated by Mid February.