Rayno Diagnostics and Tools Portfolio
Rayno Life Science top picks were up 20 to 53% beating the NASDAQ and S&P. Five new stocks were added in 2013:
BG Medicine (BGMD), Genomic Health (GHDX), Hologic (HOLX), Vermillion (VRML). One major trend is larger cap tools companies like Illumina (ILMN) and ThermoFisher (TMO) diversifying into clinical diagnostics.
Top Winners YTD:
Cardiovascular Systems (CSII) up 53%
Vermillion (VRML) up 47% new 5/15
Genomic Health (GHDX) up 35.6%
ThermoFisher (TMO) up 34%
Alere (ALR) up 33.5%
Illumina (ILMN) up 27%
NeoGen (NEOG) up 21%
Top Losers and Laggards
Sequenom (SQNM) down 23%
Hologic (HOLX) down 6.5% new 4/9/13
Qiagen (QGEN) flat
| 2010-2013 | Original | Price | Price | % | Price | Price | % RET | Price | %RET | |||
| DX and Tools | Recomm | Dec’10 | Ret | 10/2/12 | 1/2/13 | 1 yr | 5/29/13 | YTD | ||||
| Abaxis | ABAX | 2/2/09 | 15 | 26.9 | 79 | 37.9 | 37.8 | 36.7 | 44.7 | 18.2 | ||
| BG Medicine | BGMD | 5/15/13 | 1.73 | NEW | 2.32 | -58 | 1.83 | 5.8 | ||||
| CardioV.Sys. | CSII | 11/5/10 | 7.15 | 11.7 | 63 | 11.45 | 13 | 29.7 | 19.88 | 53 | ||
| Celera | CRA | 3/28/10 | 7 | 6.3 | 18 | acquired | ||||||
| Cepheid | CPHD | 10/23/12 | 31.4 | NEW | 35.5 | 13 | 37.33 | 5 | ||||
| Exact Sci | EXAS | 12/10/10 | 5.6 | 5.98 | 6.8 | 11.36 | 11 | 36 | 11.12 | 1 | ||
| GenomicH | GHDX | 2/26/13 | 28.5 | NEW | 27.24 | 6.3 | 37 | 35.6 | ||||
| GenProbe | GPRO | 2/2/09 | 45 | 58.4 | 30 | 82.55 | acquired | |||||
| Hologic | HOLX | 4/9/13 | 21.6 | NEW | 20 | 20.17 | -6.5 | |||||
| Illumina | ILMN | 2/2/09 | 29 | 63.3 | 118 | 51.2 | 55.4 | 81.8 | 71 | 27 | ||
| Immucor | BLUD | 4/5/10 | 20 | 19.8 | 0 | acquired | ||||||
| Alere | ALR | 2/2/09 | 25 | 36.6 | 46 | 19.64 | 19 | -18 | 25.37 | 33.5 | ||
| MicroFluidics | MFLU | 7/6/10 | 0.77 | 1.34 | 74 | acquired | ||||||
| NeoGen | NEOG | 7/2/10 | 26 | 41 | 58 | 42.8 | 45.6 | 48.8 | 55.15 | 21 | ||
| Qiagen | QGEN | 3/15/10 | 21.5 | 19.6 | -9 | 19 | 18.8 | 36 | 18.91 | 0 | ||
| Quidel | QDEL | 6/16/10 | 12.4 | 14.5 | 16 | 18.65 | 19.9 | 31.3 | 23.15 | 16.3 | ||
| ResponseG | RGDX | 2/3/12 | 1.5 | 1.3 | 1.4 | -13 | 1.49 | 6 | ||||
| Sequenom | SQNM | 11/18/09 | 3.75 | 8.03 | 114 | 3.5 | 4.93 | 10.8 | 4.04 | -23 | ||
| SeraCare | SRLS | 11/18/09 | 2.75 | 4.75 | 73 | acquired | ||||||
| ThermoFish | TMO | 7/25/12 | 53.5 | NEW | 59.4 | 65 | 44.5 | 87.36 | 34 | |||
| Vermillion | VRML | 5/15/13 | 2.53 | NEW | 1.37 | 73 | 3.71 | 47 | ||||