Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM.

New Highs in Q1: ABAX, NEOG, QDEL, TMO

Company Ticker Price Rev Q4 Rev Price 2011 P/S PE PEG SE Mcap
May’11 2012 yr 2012 21-Mar Rev P/B $B
GenProbe* GPRO 80 642 143 sold 66 576 5 64 1.9 700
Abaxis ABAX 28 179 49.8 46.6 155 5.8 41 2.8 6.22 1
Alere ALR 36 2,710 755.8 24 2,386 0.5 n/a n/a 1 1.94
Cepheid CPHD 30.5 331 92.4 37.4 70.2 7.7 n/a n/a 10.23 2.55
ExactSci EXAS 4.15 1 10 4 152 n/a n/a 6.3 0.63
GenomHlth GHDX 25.85 236 60.4 27.9 206 3.7 107 3 6.8 0.86
Hologic HOLX 2,160 631.4 22.1 1,789 2.8 n/a n/a 2 5.98
Immucor** BLUD 20.3 345 83.3 sold 27 n/a 5.5 21.2 2.2 n/a
Luminex LMNX 20 202.6 55.5 17.1 184 3.5 57 1 2.74 0.71
Meridian VIVO 23.4 178.63 45.4 22.61 160 5.3 26.7 1.7 6.82 0.94
Neogen NEOG 40.6 193.9 50.7 49 173 6 47.9 2.6 4.95 1.18
Orasure OSUR 89.37 22.1 5.72 82 3.6 n/a n/a 1.86 0.32
Qiagen QGEN 20 1,250 346.5 20.46 1,170 3.9 38.5 3.6 2 4.92
Quidel QDEL 14.55 155.7 53.9 23.33 158 5 168 9.6 3.95 0.79
Resp Gene RGDX 2 18.13 5.5 1.28 22.6 2.3 n/a n/a n/a 0.04
Sequenom SQNM 71.5 33.7 4.23 55.9 6.8 n/a n/a 10 0.49
SeraCare# SRLS 3.7 46.2 11 sold 4 43.5 1.8 36.3 n/a 40.3
Techne TECH 80.5 312.4 75 66.9 290 7.9 22.6 2.3 3.57 2.48
** sold for $1.97B to TBG Capital #sold for $80M
** sold for $3.7B to Hologic Names in BOLD are on focus list

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