by Raynovich Rod | Apr 10, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Life Science Stocks Blow Through New Highs The Rayno Biopharma stocks continued their run today and some Tools/DX stocks are freshening up. Yesterday we added Hologic (HOLX) as a turnaround/value play and it is up 1.73%. Other Rayno winners in this lagging sector...
by Raynovich Rod | Apr 9, 2013 | BIOgraph, Clinical Diagnostics and Tools
Hologic (HOLX) Offers Good Long Term Value We will add Hologic Inc. to our Diagnostics and Tools Portfolio. Prior to its acquisition by Hologic we had GenProbe Inc. on our focus list. Hologic (HOLX $21.70), Market Cap of $5.84B, offers good long term value with a...
by Raynovich Rod | Mar 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM. New Highs in Q1: ABAX, NEOG, QDEL, TMO Company Ticker Price Rev Q4 Rev Price 2011 P/S PE PEG SE Mcap May’11 2012 yr 2012 21-Mar Rev P/B $B GenProbe* GPRO 80 642 143 sold...
by Raynovich Rod | Mar 11, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
by Raynovich Rod | Feb 26, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Genomic Health-Good Long Term Value This looks like a good entry point for buying shares of Genomic Health (GHDX $28.50), a molecular diagnostic company focused on personalized medicine for cancer with its oncotype DX invasive breast cancer test.Yesterday the Company...
by Raynovich Rod | Feb 1, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Dow 14,000 and General Market Euphoria Lifts All Stocks: Has the Bond Bubble Burst? Life Science stocks ran with the general market today and with all the green screens you’d think it was St. Paddy’s Day. The concern now is that everybody is bullish and...
by Raynovich Rod | Jan 30, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity...
by Raynovich Rod | Jan 25, 2013 | Clinical Diagnostics and Tools
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last...
by Raynovich Rod | Jan 3, 2013 | BIOgraph, Clinical Diagnostics and Tools
Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and...