Archive | 2018 Rayno Tools and Diagnostics Portfolio

The Rayno Tools and Diagnostics Portfolio is on hold pending Q3 2018 earnings analysis. . Large caps like ThermoFisher (TMO) and Idexx Labs (IDXX) are among the safe plays but growth stocks such as Illumina (ILMN) and Foundation Medicine (FMI) are big winners. New picks lie ahead but for now we suspend all new buys . Pacific Biosciences (PACB) was bought out buy Illumina (ILMN) at $8/share.

Scroll down to see stocks from our 2016 Diagnostics and Tools Portfolio.

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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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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Rayno Life Science Portfolio Tools and Dx-Big Winners YTD: CRA,CSII,EXAS,GPRO

Diagnostics is Still a Hot Ticket The Rayno Life Science Tools and Diagnostics Portfolio is up 12% YTD with big winners Celera up 31%, recently acquired by Quest Diagnostics (DGX), Cardiovascular Systems (CSII) up 32.5%,Exact Scientific (EXAS) up 42%, and GenProbe (GPRO) up 19.6%. In the news today Alere (ALR $37.93) announced an unsolicited $369M […]

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Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update

11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD, ILMN, NEOG and SQNM; losers are down less than 1%. Qiagen(QGEN) still […]

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