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.

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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Deal of the Day: Cepheid (CPHD) Sells Out to Danaher (DHR) for $4B

M&A Deal of the Day: Cepheid (CPHD) up 50% Over Friday Close on Cash Buyout We have been spending too much time on biopharma. It is time to dust off our Dx and Tools portfolio, which is on hold, and find some value stocks for Q4 moves. We did an update in Q4 of 2015 […]

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Today’s Movers in Life Sciences-Gene Sequencing: ILMN,PACB

Illumina (ILMN) Up 3 % to $174 on Buyout Speculation in Gene Sequencing Illumina, Inc. (ILMN) was up as much as 12 points earlier today on a rumored buyout from Thermo Fisher Scientific Inc. (TMO).  Thermo bought another major player in sequencing Life Techologies for $13.6B making it the number two player in the major […]

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Biotech Breakout Part 2: Hold Your Fire…Update 8/15/16

Update August 15 : Biotech Leads But Healthcare Sector Lags IBB up 0.92% to $295, XBI up 1.33% to $63.35, XLV up 0.17% to $74.91 The tape was pretty decent despite a quiet day with ALXN up 1.97%, AMGN up 1.49% and CELG up 1.08%. Mid-caps also found bids: ALKS up 2.91%,ALNY up 2.16% and […]

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Foundation Medicine (FMI): New Pick Added To Raygent Core Portfolio

Foundation Medicine (FMI) New Pick at $20.40 We have added Foundation Medicine (FMI) to our core portfolio because of their leadership position in pharmacogenomics and molecular medicine for cancer care. The Foundation One genomic profile helps physicians make treatment decisions for patients with cancer by identifying the molecular growth drivers of their cancers and helping oncologists […]

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BIO 2016: Imagine Was the Right Theme and Healthcare Disruption Is the Force

BIO International 2016 : “Imagine Who You will Meet” was an Appropriate Theme Healthcare Disruption Is Creating Reform BIO 2016 was an excellent meeting as usual because of the opportunity to hear thought leaders, policy makers, scientists and make connection with thousands of participants from around the world. Healthcare disruption, sustainability and patient access were […]

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BIO International Conference June 6-9 in San Francisco Next Week

BIO International Conference-Trends in the Biotechnology Industry We will be attending BIO International Convention in San Francisco next week and will provide news updates on relevant topics such as Personalized Medicine, biopharma drug policy and pricing, and next generation therapeutics. Hundreds of companies will be exhibiting including universities, biopharma, diagnostics, digital health, bioprocessing and services. […]

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NantHealth (NH) IPO Prices at $14 Moves Up To $18+…Update-1

Update -1 NH closes at $18.59 up 32.79% on volume of 3.3M shares. High was $21 low was $16.11. Market cap is $2.1B. Focus of the Company is personalized healthcare utilizing a unique software platform (NantOS) applying molecular diagnostics and genomics on patient tissues and integrated with real time phenotypic data and decision algorithms to […]

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Biotech Bear Market: Can Diversified Healthcare Funds Beat ETFS?…Part-1

Biotech Bear Market: XLV —A Large Cap Healthcare ETF Outperforms We have compared the performance of top mutual funds in the past and thought it would be interesting to see what happens in a bear market which began in September of 2015. Our last review was in February of 2015 when the bull market was in full swing. […]

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Rayno Dx and Tools: Abbott (ABT) Buys Alere (ALR) For $5.8B Expanding Point-of-Care Diagnostics Platforms

Abbott Laboratories Acquires Alere (ALR) -Stock Soars 45% At Market Opening Alere Product Line Offers Synergies and Boosts Global Diagnostics Presence 2015 Revenues of Alere Are Estimated in $2.5B Range So Deal is About 2.3X Sales Alere (ALR) has a broad-based product line in rapid point-of-care diagnostics with tests for infectious disease such as influenza […]

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