by Raynovich Rod | Dec 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Rayno Tools and Diagnostics Stocks Continue Rally Tools and Diagnostic stocks have been the laggards in the Rayno Life Sciences Portfolio compared to biopharmaceutical stocks. Selected stocks within the Rayno Portfolio have perked up and we suggest some rebalancing....
by Raynovich Rod | Nov 26, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Pure Play Clinical Diagnostic Companies Here is data on our clinical diagnostics universe including Q3 revenues and earnings. New buy is Cepheid (CPHD) under $32. Sequenom is up 22% over 5 days Turn-around plays are Alere (ALR), Qiagen(QGEN) and Response Genetics...
by Raynovich Rod | Nov 20, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Markets Are Back To Fretting About Fiscal Cliff Bernanke scolded Congress on the fiscal cliff and markets turned down. Despite a lackluster market down about 0.3% there is a lot of green in biotech. Among the winners in the Rayno Life Science universe are: Albany...
by Raynovich Rod | Nov 15, 2012 | BIOgraph, Clinical Diagnostics and Tools
Response Genetics (RGDX) Offers Good Value and Is Positioned For Revenue Growth In April we compared two emerging companies focused in biomarker diagnostics, BG Medicine, Inc. and Vermillion, Inc. offering a challenge to readers as to which stock would be the winner...
by Raynovich Rod | Nov 1, 2012 | BIOgraph, Clinical Diagnostics and Tools
CSII ($12.17) stock is up 4.2% on sales growth in treatment of Peripheral Artery Disease (PAD) Cardiovascular Systems revenues were up 25% over Fiscal Q1 2012 to $23.3M . The Q1 2013 loss was $5,2M or 26 cents a share. Shareholder equity is $28.9M with $32M in cash...
by Raynovich Rod | Oct 23, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Cepheid in Low $30’s- Long Term Buy Cepheid is not a cheap stock with a Price to Sales of 6.82, market cap of $2.10B and a forward PE of 122.58 but we see a capitulation of sellers who were playing the MO game with a very expensive stock. Nonetheless Cepheid is...
by Raynovich Rod | Oct 17, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Reading List
Ultimate Presidential Election Guide Click above for an interesting sector and stock review from Credit Suisse including major positions of candidates. Stocks in the Rayno Life Sciences Portfolio that were mentioned on the “Obama Victory” side include:...
by Raynovich Rod | Oct 12, 2012 | Clinical Diagnostics and Tools
Exact Sciences (EXAS) is down about 8% to $10.65 on heavy volume after a Wedbush Downgrade to Neutral. Preliminary data coming next week. The stock was added to the Rayno Life Sciences Portfolio on 12/10/10.Barron’s had a positive article on Oct 6 and the...
by Raynovich Rod | Oct 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Molecular Plays Lead Rayno Dx Focus Stocks Up Illumina (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...
by Raynovich Rod | Sep 17, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
The ETF IBB (142.62) hit an all time high today and is up 36.6% YTD. The low for IBB over two years was August 19, 2011 at $88.50. Our mid-cap biopharma index is up 0.8% with big winners in JAZZ ($54.65) and Exelixis (EXEL $5.40) and Medivation (MDVN $106.27)....