Tag Archives | AACC Effect

Slower Growth in Diagnostics Stocks Except for NexGen Sequencing and Molecular

New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing  sales and earnings growth vs forecasts. Rayno Clinical Diagnostics Portfolio Update We initiated coverage of Clinical Diagnostic and Life Science Tools stocks in […]

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Rayno DX and Tools Mid Year Review and AACC Update: ABAX, ILMN, HOLX, TMO.. Update-2

Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests in development and currently marketed as LDTs . Presumably LDT tests will be allowed to remain on the market. Potential intermediate term impact […]

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Rayno Diagnostics and Tools Stocks: GHDX, ILMN, QGEN, RGDX.

Rayno Life Science Stocks Focused on Genetic Tests and Biomarkers We have been writing about molecular diagnostics and tools stocks for over 5 years. Here is the summary of our Portfolio. Yesterday we provided an update from BIO 2014  on personalized medicine and genetic tests. Many genetic tests are not FDA approved usually called LDTs […]

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Rayno Dx and Tools 2014 YTD After OCT. Correction: ABAX EXAS ILMN SQNM …Update 12/24/14

Update 11/24/14   Clinical Diagnostics and Tools Stocks Review Performance YTD and compared to 11/13 YTD Top winners YTD are: EXAS 104%, ILMN 71.4%, ABAX 36.8% Top Losers YTD are: NSTG 16.6%, RGDX 54%, VRML 30.9% but all were good trades. IWM at $117.4 See Performance Data Below ———————-Previous post——— April Sell-Off Hit Diagnostic Small […]

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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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Life Science Stocks Boosted By Genomic Technologies and New Diagnostic Products

Rayno Diagnostics and Tools Focus Stocks: 2013 Performance YTD A diversified life science portfolio must include clinical diagnostics and tools stocks because the synergies between therapy and diagnostics have never been stronger. Breakthroughs in molecular diagnostics for personalized medicine, genetic testing and infectious diseases are driving new product cycles for timely, more cost effective therapies. […]

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AACC 2013 Update #1 Company Briefs: NSPH, NSTG, VIVO

AACC 2013 Update #1 Company Briefs: NSPH, NSTG, VIVO

Interesting Companies and Updates from American Association of Clinical Chemistry (AACC) Trade Show Update #1 We spent two busy days attending this diagnostics and tools meeting and  there was a good buzz with broad global attendance of about 17,000. There was a mix of customers, large and small companies,wide coverage of life science technologies with […]

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Focus on Clinical Diagnostics: AACC Next Week- ABAX, ALR, CPHD, QDEL,TMO

Diagnostics and Tools Stocks Are At New Highs We will be attending the American Association of Clinical Chemistry Meeting in Houston next week. Our focus stocks are summarized below and as you can see they have already made huge moves this year.In the past we have seen an “AACC Effect” with significant stock price movements […]

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“AACC Effect” Rally Rolls On: Abaxis(ABAX),GenProbe (GPRO),and Quidel (QDEL)

The intersection of good earnings and a strong AACC showing boosted Diagnostic stocks this week with the following big movers today on earnings reports: Abaxis (ABAX) $20.81 up $13.7%,GenProbe (GPRO) $45.85 up 8.14%,Neogen (NEOG) $29.85 up 3.4% and Quidel (QDEL) $12.34 up 3.5%.Bruker was also strong up 3% to $13.23. “Mid-Cap” Diagnostic Companies Q2 2010 […]

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