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.

Biotechnology Stock Review 2011:Update 1/2/12

Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist (CBST), Exact Scientific (EXAS),Gilead (GILD), BioETF (IBB), Immucor (acquired), Neogen (NEOG), Regeneron (REGN),Quidel (QDEL), Seattle Genetics (SGEN), United Therapeutics(UTHR) and Viropharma (VPHM) Losers: Alere […]

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Rayno Diagnostics and Tools Portfolio: ILMN, NEOG

Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new products. Illumina (ILMN $28.95) is up 6.5% today and has been volatile in the […]

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Rayno Life Science Portfolio: Tools Rally- A, LIFE, ILMN, QGEN

Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of $3.7B  the Company is not too expensive for […]

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Pure Play Diagnostics Roster: Metrics with Q3 Earnings

No new buys, currently on HOLD list: ABAX, EXAS, NEOG, QDEL, SRLS. Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update | Outperformers YTD: ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%, TECH up 1.5%. Underperformers YTD: ALR down 36%, […]

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Collateral Damage from Illumina (ILMN) Warning: Looking For New Buys

11/21/11 The diagnostics and tools sector remain weak trading down about 1.9%  slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011 Despite a nice rally yesterday we are still cautious on the tools and diagnostics sector. Within the […]

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Investor Uprising – Guide to Biotech Investing

There is an excellent Guide to Biotech Investing on the Investor Uprising blog.  You will need a IU account to view the document  

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Healthcare and Biotech for Relative Safety: ALXN, REGN, OPTR, SGEN

A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety. Drug stocks that pay dividends and large cap […]

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Q2 Review of Pure Play Diagnostic Companies:Bargain Hunting in ABAX,GPRO,QGEN

Summary of Q2 Earnings and Valuation Metrics of Selected Pure Play Dx Companies Company Ticker Price RevEst Q1Rev Q2Rev Price Mcap P/S PE PEG 5/18/11 $M Yr. $M 15-Aug $M GenProbe GPRO 80 579 143 136 60 2900 5 29 2 Abaxis ABAX 28 157 37.5 36 23.9 544 3.46 41 2.3 Alere ALR 2360 […]

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Rayno Life Science Tools and Diagnostics: What’s Hot and Not?

It was a tough week in Life Science Tools and Diagnostics with many crosscurrents: debt ceiling uncertainty, earnings shortfalls, lackluster economic data and European debt crisis. The usual positive buzz from the AACC offered little support. We will provide an updated financial comparison of all stocks in our diagnostic/tools index at the end of Q2 […]

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Illumina Guidance Drags Down Life Science Tools Sector: Maintain Caution

Dog Days of Summer Lie Ahead- Q3 Seasonality in Life Sciences is Weak A vicious 16% sell-off in Illumina Inc. (ILMN $58.43) due to revised 2011 guidance and subsequent analysts’ reduced outlook. Concerns about sales growth are a new concern. Revenue for Q2 was $287M a 36.5 %increase over Q2 2010 and an EPS of […]

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