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Rayno Life Science: Tools and Diagnostics Q1 2014 Performance

Caution As Life Science Stocks Are Consolidating Life science stocks had a wild roller coaster ride in 2014 with many stocks peaking around March 1. Momentum and cult stocks in our portfolio still had a good quarter with the following top winners: Illumina (ILMN) up 25.2%, Vermillion (VRML) up 25%, Exact Sciences (EXAS) up 21% […]

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Rayno Life Science Stocks Rally: Green Screen… IBB UP 2.5% Update

Update 3/19/14 Trading is mixed near flat line. Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50. Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer and 42% with pre-cancerous lesions. (See detailed data). 2015 revenue forecasts from […]

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Biotech Bull Market Consolidation Phase-Profit Taking Picks Up.. St. Paddy’s Green Update 3/17

March 17 Update -GREEN DAY  with Geopolitical risk on back burner As of 11.38a EDT Industrials lead up 1%, healthcare up 0.8%, IBB up 1.33% Biopharmaceuticals stocks were strong with Rayno large cap picks: Alexion (ALXN $117) up 1.45%, Amgen (AMGN $125) up 1.9%, Biogen Idec (BIIB $345) up 3.8%, Gilead (GILD $76); Rayno Life Science […]

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Clinical Diagnostic Companies 2013 Financial Metrics and Valuation Models

Diagnostics  Companies-After 2013 Financial Reporting Stocks to Watch: Cepheid (CPHD), Exact Sciences (EXAS) , Orasure (OSUR) Price to Sales (P/S) is the best metric of value as many companies in the sector are not profitable. Molecular diagnostics and genomics are the strongest growth sectors e.g. Cepheid (CPHD), ResponseGenetics (RGDX). Many stocks show a “topping effect” or […]

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A Good Week For Rayno Life Science Stocks: AMRI, CBST, ILMN, RHHBY

Rayno Life Science Movers -Diagnostics Review Next Week Despite some choppiness in biotech trading this week many of our stocks did well. I won’t go into some of the unusual volatility in other small and mid-caps lately  but that is part of the reason for my “bubble” article. There is also a lot of focus […]

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Biotech Bull Market Up 6%+YTD: Key Trends to Watch Update #2

Biotech Bull Market Intact But Technicals Rule On January 27 we reiterated our model for life science stocks for 2014. We will review each component of our model and where the sector stands after about a 5% correction off highs with the sector still up 6% YTD depending on the index, fund or ETF (IBB). […]

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