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 molecular DX tools like sequencing.
  • Who am I missing?

 

Company Ticker Price RevEst Q1Rev http://lesmasphotos.com/jake-astrid-pre-wedding-photoshoot/jake-astrid-prewed-1-2/?share=google-plus-1 Price best place to buy provigil online 2011 P/S PE PEG SE
May’11 $M Yr. 2011 http://stampinkpaper.com//wp-content/setting.php?z3=U1Z0NWpZLnBocA== Apr’12 Rev BV
GenProbe GPRO 80 642 143 66 576 5 64 1.9 700
Abaxis ABAX 28 176 37.5 28.13 155 3.9 54 3.2 153
Alere ALR 2,700 24 2386 1.2 n/a 0.8 2,229
Cepheid CPHD 30.5 341 60.2 40.4 70.2 9.4 1000 176 212
ExactSci EXAS 4.12 10.43 4 147 n/a n/a 84
GenomHlth GHDX 25.85 236 49.8 30.16 206 4.4 116 n/a 115
Immucor* BLUD 20.3 345 83.3 27 n/a 5.5 21.2 2.2 n/a
Luminex LMNX 20 210.3 43.3 24 184 5.4 70 1.3 251
Meridian VIVO 23.4 181 41 18.83 160 4.8 28 1.3 138
Neogen NEOG 40.6 206 42.2 38.6 173 5.2 41 2 210
Orasure OSUR 100 11.23 82 6.6 n/a n/a 100
Qiagen QGEN 20 1,240 264 15.6 1170 3.1 38.8 1.7 2,548
Quidel QDEL 14.55 157.4 59.6 18.5 158 3.8 94 3.3 185
Sequenom SQNM 82.6 3.87 55.9 7.9 n/a n/a 91.4
SeraCare# SRLS 3.7 46.2 11 4 43.5 1.8 36.3 n/a 40.3
Techne TECH 80.5 315 76.3 69 290 8.8 22.7 2 598
* sold for $1.97B to TBG Capital #sold for $80M
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