Rayno Life Science DX and Tools: Performance YTD 5/28

 

see url 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.

http://dreamsystemsdentallab.com/The-Effect-of-The-Dust-Bowl-in-Midwestern-States Top Winners YTD:

Cardiovascular Systems ( buy prednisone online in uk 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

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