Rayno Life Science Stocks Focused on Genetic Tests and Biomarkers

We have been writing about molecular diagnostics and tools stocks for over 5 years. Here is the summary of our Portfolio. Yesterday we provided an update from BIO 2014  on personalized medicine and genetic tests. Many genetic tests are not FDA approved usually called LDTs or Lab Developed Tests that are ordered by doctors and performed in CLIA certified laboratories. Excluding the larger companies like Roche Holdings (RHHBY) and ThermoFisher (TMO) the “pure play” companies in the portfolio  are: Genomic Health (GHDX), Illumina (ILMN), Qiagen (QGEN), and Response Genetics (RGDX). Here is a brief update on each of these stocks keeping in mind that the major trend in the field is use of sequencing for genetic analysis. However sequencing is not yet FDA approved for clinical diagnostic applications.

Genomic Health (GHDX $27.29)   est. 2014 Revenues $281.9  Mkt. Cap  $843.5

Genomic- based clinical laboratory tests for breast and colon cancer.

Added 2/26/13  Price $26.24    Performance YTD down 7.76%


Illumina (ILMN $172.70) Est. 2014 Est. Revenue $1.76B  Mkt Cap $22.17B

Tools for analysis of genetic variation and function ( incl.DNA sequencing).

Added 2/2/09 Price $29    Performance YTD up 56.2%


Qiagen (QGEN $24.49) Est. 2014 Revenue $1.36B  Mkt Cap $5.71B

Broad based tools and clinical diagnostics incl. for obtaining molecular information.

Added 3/15/10 Price $19.55   Performance YTD up 2.86%


Response Genetics (RGDX) Est 2014 Revenue  $23.8M  Market Cap $34M

Pharmaco-genomic tets for treatment of cancer.

Added 2/3/12 Price $1.40 Performance YTD  down 24%

Here is a summary of all the diagnostics and tools stocks we track including those in our our Portfolio. We recommend holding all of the above stocks, We recently added Pacific Biosciences (PACB $6.12) another sequencing play to our focus list at a price of $5.30.

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