Archive | April, 2012

Rayno Life Science Portfolio Update: ALR, GPRO, REGN

Consolidation Continues in Mid Cap DX Companies: Bull Market in Biotech Hits New Highs Our Life Science Tools and Diagnostics Portfolio had a nice hit today with GenProbe up 18.75% on the Agreement that it would be sold to Hologic (HOLX $18.82 down 11.2%) for $3.7B or $82.75/sh. This is a strategic deal that builds […]

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Biopharmaceuticals Resist Market Correction: M&A du jour Ardea (RDEA)

Biotech Outperforming Tech Lately: M&A Hit of the Day Ardea Biosciences The market continues its choppy trend with the QQQ‘s off  0.9% to $65 with some Internet high fliers like AMZN and NFLX taking a hit. But biotech recovered from earlier losses with the IBB down only 0.35% and surprisingly  Alexion and Regeneron recovered from […]

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Rayno Life Science Portfolio: CBST, GILD,HGSI, REGN SQNM

Biotech Rally Ignited By Clinical News and M&A Theme The biotech sector roared back today with major ETF’s IBB ($122) up 2.4% and XBI ($78.6) up 5.1 % driven primarily by Gilead (GILD $52.23) up 12 % and other large caps like Regeneron (REGN $127) up 2.5%. Gilead (GILD) was up on clinical results from their […]

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Risk Off: Profit Taking, Spain and Jobs Data//BIO Update April 11

Nice Recovery in biotech today with our mid-cap index up almost 1%. Without doing a lot of detailed analysis it looks like stocks that have major institutional sponsors are rallying. Smaller caps without significant volume are still lagging. Two high fliers : Vivus (VVUS $22.15) and Medivation (MDVN $75.24) regained some composure after a bashing […]

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Financial Review of Pure Play Clinical Diagnostic Companies

Who to Watch Among the Pure Play DX  Companies? High fliers with cache’ among  traders and investors: CPHD,EXAS. Value plays for earnings turn-around: ALR, QGEN. Niche companies: NEOG, SQNM. Personalized medicine plays: GHDX, QGEN. M&A potential? Very quiet lately. Whale deal for 2012: spin-off of ABT Diagnostic Div. Roche hostile bid for ILMN and emerging […]

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Emerging Biomarker Diagnostics: BGMD and VRML

Early Stage Diagnostic Players With Novel Biomarkers We posted an overview on Seeking Alpha of two emerging diagnostic companies focused in novel clinical biomarkers which are FDA cleared. Products are now being launched with a revenue build expected by Q2 2012. As we get news and more financial data we will update this post. Institutions […]

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Rayno Life Science Portfolio: Diagnostics and Tools

Here is an update of our Diagnostics and Tools portfolio. Diagnostics and Tools have underperformed the biopharmaceuticals sector over the past 6 months with the exception of the companies acquired. Major acquisitions over the past 12 mos. have boosted performance: Celera, Immucor, Microfluidics and Seracare. Illumina is currently in play with a $51 bid from […]

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