Archive | November, 2010

Vermillion(VRML):Novel Diagnostic Tests Utilizing Biomarkers

Restructuring Play in Diagnostics at a VC Valuation Vermilion(VRML) technology utilizes a panel of biomarkers integrated with multivariate analysis software to develop disease specific assays. The R&D effort leverages collaborations with institutions such as Stanford, John Hopkins and MD Anderson for discovery and validation of biomarkers. Vermillion’s OVA 1 Test for ovarian cancer was cleared […]

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Rayno Life Science Portfolio:Gen-Probe(GPRO) Files PMA Application for HPV

Gen-Probe (GPRO,$51.60) announced yesterday that it submitted a Premarket Approval Application(PMA) the the FDA for its APTIMA HPV (human papillomavirus ) assay , a molecular diagnostic test that detects high-risk HPV infections that are associated with cervical cancer and precancerous lesions. The APTIMA HPV assay  is an amplified nucleic acid test for 14  high-risk HPV […]

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Cepheid (CPHD) GeneXpert TB Test in India

“A Deadly Misdiagnosis” by Michael Specter An interesting article in the November 15 New Yorker on the Tuberculosis epidemic in India stresses the need for more accurate diagnostic tests and how the Cepheid TB assay can save lives. The author reports on the complexity and economics of India’s healthcare delivery and the difficulty in adopting […]

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Biomarkers and Blood Screening Tests: GenProbe (GPRO) and Genzyme(GENZ)

Here are some relevant news in areas that we previously covered: Biomarkers Genzyme (GENZ) licensed a lung cancer test under development to Roche and can target a patient’s response to their Tarceva cancer drug. The goal is a test for epidermal growth- factor receptor (EGFR) mutations that would be a companion test to identify people […]

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Market Ignores Bad News, Rallies on Retail Outlook

The market overcame bad news for Ireland and European debt, insider trading investigations , Korean crisis and a weak housing market for an S&P rally of 1.49%. NASDAQ is doing even better up 1.93% boosted by Apple (AAPL $315) up 2% and Amazon(AMZN $177) up 5.5%. Most retail stocks lead the wave higher. Keep in […]

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Rayno Life Science Portfolio: Regeneron(REGN)up 14% on Eye Drug Phase 3 Results

Regeneron(REGN $28) stock soared today on two parallel Phase 3 studies with patients who had neovascular age related macular degeneration(wet AMD), the VEGF Trap Eye drug successfully met the endpoint compared to the current standard of care, ranibizumab dosed every month.Regeneron and its partner Bayer Healthcare plan to submit regulatory applications in Europe and the […]

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Rayno Life Science Portfolio:Exelixis (EXEL) and Neogen (NEOG) Soar

Exelixis (EXEL) stock was up over 30% today to $6.14 on positive data from two experimental cancer drugs for prostate and ovarian cancer. The XL 184 drug showed promising results with castration-resistant prostate cancer (CRPC) achieving either partial or complete remission in 19/20 prostate cancer patients.In another mid-stage Phase 3 study tumor shrinkage was observed […]

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Rayno SnowBlog: LaNina Advisory-Nat Gas Up on Cold Weather- Update

11/23/10 Nat Gas is approaching its mid-Sep highs as cold weather is forecasted to continue for the next 10-14 days. Today’s high is $4.29 up from lows around $3.70 on Oct 25. The Jan.’11 Futures Contracts is at $4.39 Quotes & Charts with Indicators – Stocks Options Futures Forex – Traders Log Storm and Nat […]

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Microfluidics (MFLU.OB) Revenues Down 9% but Value Play Intact

Microfluidics reported revenues of $4.1M for Q3 2010 ended Sep 30 a decrease of 9% or $500k  compared to the same period of 2009. Excluding revenues of $1.3M attributed to machine production of the 2009 H1N1 Flu pandemic, revenues grew 29%.Unit sales increased to 144 units compared to 127 units of the same period of […]

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Rayno Life Science Portfolio Update: BLUD,ILMN, NEOG,SQNM

Immucor (BLUD) stock was up 5.7% to $18.91 on news that the DOJ closed its anti-trust investigation. The stock hit a low in early October when it slashed guidance due to lower utility of blood transfusion services.The Company is  a leader in automated blood transfusion systems but still faces litigation regarding price fixing and regulatory […]

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