Rayno Small Caps Outperform: New Long Idea – Imprimis Pharmaceuticals

Look for Growth in Emerging Small Cap Drug  Stocks

Many stocks were in the red Monday with healthcare a lagging sector down 1%. Many investors await economic data later this week and the mid-December meeting for the FED. Biotech stocks are also weak today with the (IBB) down almost 2% with large caps underperforming. But biotech especially small cap biopharma did well in November. We are still recovering from September lows in a bear market with a choppy rally through September and October.

Sell-off on Monday could be negative sentiment returning from drug pricing concerns OR just profit taking from traders who did well in November.

Overall market is choppy and listless and biotech trading volume is a bit on low side.

We need to hold upward move in a downward channel:IBB above 330, XBI above 70 near SMA 20.

Over YTD and one month the (XBI) small cap weighted ETF beat the (IBB) large cap weighted ETF..

Here is a summary of the Rayno Biopharmaceutical Portfolio.

Most of our most recent small cap picks have done well so if you have more appetite for speculation beyond your core life science portfolio emerging small cap growth is the hot space. See our previous articles on biotech ETFs and our favorite XBI.

Here is a summary of our recent small cap focus stocks including Imprimis Pharmaceuticals:

Rayno Small Cap Biopharma

         11/30     Company Ticker Initial Initial Date Current Market Cap       Price   Price $M   Array Biopharma ARRY 7.7 5/26/2015 3.96 576   Curis, Inc. CRIS 1.98 10/27/2015 2.74 354.4   Fibrocell Science FCSC 3.7 6/11/2014 5.9 263   Geron Corp. GERN 3.5 10/27/2015 5.1 710.4   GlycoMimetics GLYC 6.74 10/16/2015 6.98 129.5   Ignyta,Inc RXDX 10 4/7/2015 14.7 426.5   Imprimis Pharma IMMY 6.73 11/30/2015 6.73 71.26   Ocera Therap OCRX 3.42 10/27/2015 3.57 76.4