Archive | Diagnostics and Tools Portfolio

Rayno Dx and Tools: Update EXAS

Valuation Does Matter If Revenue Growth Slows Last week we posted a YTD summary of our diagnostics and tools focus stocks. Three stocks that are up over one year but have been weak in 2015. We said that revenue guidance and technicals will be important for: Exact Sciences (EXAS), Genomic Health (GHDX) and Neogen (NEOG). […]

Continue Reading 0

Rayno Dx and Tools: 2015 Q1 Mid Quarter Update-FMI, CSII, HOLX, ALR

Bullish Trend Continues for Mid-Cap Growth Stocks The Life Science Tools and Clinical Diagnostics sector kept pace with major life science ETF performance. Major  ETFs (FBT,IBB,XBI) are up about 10% YTD and our top performers are up over 10%. We will provide an update of our  Clinical Diagnostics portfolio after all earnings reports are in. […]

Continue Reading 0

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading