Archive | Clinical Diagnostics and Tools

We will report important news in clinical diagnostics and life science tools as it affects our portfolio.The top market sectors are sequencing and molecular diagnostics.

Biotech Snapshot on a Rally Day…Update-2

8/10 Red Screen in the Morning We cautioned on XBI at $78 on 7/31 and today it broke through support at $75 to $74.70. ======= 8/9 Update After Close: A Bit of Caution after Trump’s “Fire and Fury” Talk Investors are holding off as global risks rise but biotech and healthcare holds July bottom (XBI $75-76) […]

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BIO International Convention 2017 Update #3: Genomics and Future of Personalized Medicine

Genomics and the Future of Personalized Medicine and Diagnostics Description of Track The opening plenary of the Personalized Medicine & Diagnostics Track will feature J. Craig Venter, Founder, Chairman and Chief Executive Officer of the J. Craig Venter Institute, a not-for-profit, research organization with approximately 250 scientists and staff dedicated to human, microbial, plant, synthetic […]

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BIO International Convention 2017 Updates #2-BIG Data Drives Precision Medicine

 Big Data Provides Pathway to Precision Medicine Description of Track Speaker Atul Butte, MD,Ph.D. Director, UCSF Institute for Computational Health Sciences The remarkable ascent of Big Data for example from biomedical imaging, next generation sequencing and adjacent technologies that deliver a multiplicity of heterogeneous data has been a tremendous boon for basic biomedical research and […]

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Rayno Diagnostics and Tools: Hologic Beats Q1 Sales and EPS

Hologic, Inc. (HOLX) Beats: Revenues Increased 3.2% and GAAP diluted Earnings Increased 666.7% Compared to Prior Year Period (fiscal Q2) The base business grew 5.4% lead by molecular diagnostics, surgical and international franchises.Restructuring completed. The newly acquired Cynosure business grew by 5.7%; blood screening business of $38.4M was divested. GAAP Revenues were $715.4M with diluted […]

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Notes from J.P.Morgan Conference 2017: Sequencing (NGS) Moves to Toward Clinical Diagnostic Solutions

Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in oncology, rare diseases transplant medicine and NIPT. Gene sequencing (NGS) can lead to a better understanding of the molecular basis of disease and personalize diagnostics and […]

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2017 J.P.Morgan Healthcare Conference Notes #1: Investors Buy Selective Biotech Stocks-ILMN, INCY, REGN,RDUS

Wet Stormy Weather in San Francisco-A New Indicator for a Good Year Ahead? About 8000+ investors, entrepreneurs and life science Company executives piled into the Westin St. Francis for the Annual J.P.Morgan Healthcare Conference and maybe 10k+ others at several other surrounding hotel venues to hear the latest updates on new products, deals and financial […]

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Life Science Sector Review: Diagnostics and Tools Update

Life Science Sector: What’s Going On With Dx and Tools Stocks? We dropped coverage of Life Science diagnostics and tools stocks in January 2016 just after the severe market correction began. Of course the downdraft opened up great values in several stocks.We have reviewed selected stocks in the sector with the idea that more opportunities […]

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BIO Investor Forum 2016 #2:”Liquid Biopsy” Tests for Cancer…Update-1

CLIA Labs Offer Liquid Biopsy Tests for Cancer and Precision Medicine We attended presentations from two emerging companies developing molecular diagnostics platforms focused in cancer.Their mission is to develop cost-effective, non-invasive diagnostic assays and biomarkers directly from blood or urine eliminating  the need for tissue samples, the “liquid biopsy”.With DNA sequencing broadly available it is […]

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BIO Investor Forum 2016 #1: Translating Microbiome Research Into Treatments

Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from bacteria in your gut. We are not talking about faecal transplant therapy (FMT) […]

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Illumina (ILMN) Misses Revenue Forecast Causing Collateral Damage to Biotechs

Update-1 Biotechs Sinking Again …IBB down 2.48%, ILMN down another 2% Related sequencing stocks: FMI down 1.75%, PACB flat at $8.40 Illumina (ILMN) Shares Crash on Revenue Miss Illumina (ILMN) shares crashed 25% to $139, after a warning on third quarter sales . The global leader in DNA sequencing systems warned that revenues missed forecast and would […]

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