Archive | Diagnostics and Tools Portfolio

Rayno Dx and Tools Portfolio: CSII HOLX ILMN TMO Stellar Performers

Solid  earnings reports-All of Our Picks Are Strong Holds But Strong Dollar a Factor in 2105 Cardiovascular Systems (CSII) Stock Soars 15% On Strong Revenues Interventional treatments for cardiovascular disease Q2 Revenues soared 38% to $44.7M compared to previous fiscal Q2 2014. Fiscal Q2 2105 loss was $5.3M or (0.17) per share. Hologic (HOLX) Beats […]

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JPMorgan Healthcare Conference Notes #4: Next Gen Sequencing (NGS)

Seminar: Harnessing the Power of Next Gen Sequencing: The View from Industry 1/12/15 A panel of leading entrepreneurial R&D executives presented their outlook and issues on the future of Next Gen Sequencing (NGS), focusing on drug development and future clinical diagnostic applications. The panel was Randy Scott Ph.D. Founder and CEO of Invitae, George Yancopoulos […]

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Rayno Small Cap Picks: FCSC, PACB Update-1

Update 1/15 Fibrocell Science has moved another 3.5% probably related to recent moves of Intrexon (XON) up 3% today. Both FCSC and XON have Third Security LLC as major holder, PACB is down 4.78% on profit taking. Biotech is a tad weak today after 3 days of the JPMorgan Conference; even the MO stocks are […]

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JPMorgan Healthcare Conference Notes #1: Sequencing Picks Romp-FMI

Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous  monitoring of tumor specific information and molecular alterations All of our sequencing picks were up  1/12 on Roche equity deal to support oncology with personalized medicine development. Two other […]

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Rayno Life Science Movers on a 3% Up Day

Life Science Stocks Up For the Year Biotech stocks resumed their upward move near all time highs in FBT and XBI.We will review many of the stocks in our portfolios at the JPMorgan Conference next week. Motif Summary Rayno Large  Cap Biopharma up 36.4% over one year Alexion (ALXN) up 5.6% Amgen (AMGN) up 3.49% […]

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