Rayno Life Science Portfolio Dx and Tools: EXAS, ILMN,TMO

http://thegrasswizard.com/blogo4/iegntya-diesel-website-01050711.php Molecular Plays Lead Rayno Dx Focus Stocks Up

Illumina get link (ILMN) rose 4.5% today on “talk” that Roche will increase its buyout offer to $60. Roche told Bloomberg that it does not comment on rumors. Illumina was added to the Rayno Portfolio in 2/2/09 at a price of $29 and the buy was reiterated in 2012 in the low 40’s. The last high bid by Roche was $51. Illumina is a leader in gene sequencing which is a $5.6B market and is expected to grow to $25.6B as genetic tests and additional diagnostic content is added to sequencing.

In other action for 2012 Qiagen (QGEN) has recovered from lows and is up 37% YTD; Exact Sciences (EXAS) is up 40% YTD and is at all time highs.Quidel (QDEL) is also at YTD highs and has recently introduced its Sofia diagnostic assay platform.

Cepheid (CPHD) is a premier diagnostic company with a broad platform of assays but is not on our list. We are looking for value in the low 30’s.

2012 Original Price Price % Price Price
Recomm Dec’10 Ret 7/1/11 10/2/12 %YTD
Abaxis ABAX 2/2/09 15 26.85 79 27.77 37.9 38.6
CardioV.Sys. CSII 11/5/10 7.15 11.66 63 15.45 11.45 14
Celera CRA 3/28/10 7 6.3 18 acquired
click here Exact Sci EXAS 12/10/10 5.6 5.98 6.8 8.48 11.36 40
GenProbe GPRO 2/2/09 45 58.35 30 69.79 82.55 buy bayer levitra online 39.6  acquired
Illumina ILMN 2/2/09 29 63.34 118 76 51.2 67.7
Immucor BLUD 4/5/10 20 19.83 0 20.73 acquired
Alere ALR 2/2/09 25 36.6 46 37.35 19.64 0
MicroFluidics MFLU 7/6/10 0.77 1.34 74 acquired
NeoGen NEOG 7/2/10 26 41.03 58 45.33 42.8 39
Qiagen QGEN 3/15/10 21.5 19.55 -9 19.07 19 37.5
Quidel QDEL 6/16/10 12.4 14.45 16 15.3 18.65 23.3
Sequenom SQNM 11/18/09 3.75 8.03 114 7.44 3.5 -21.6
SeraCare SRLS 11/18/09 2.75 4.75 73 3.77 acquired
ThermoFish TMO 7/25/12 53.5  New 59.4 32

, , ,

No comments yet.

Leave a Reply