Tag Archives | AACC

Rayno Life Sciences Diagnostics and Tools Update: Volatile Stocks and Slower Growth Ahead

10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August. ———- Slower Growth with Same Themes: Sequencing (NGS) and Molecular […]

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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. […]

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Clinical Diagnostic Companies 2013 Financial Metrics and Valuation Models

Diagnostics  Companies-After 2013 Financial Reporting Stocks to Watch: Cepheid (CPHD), Exact Sciences (EXAS) , Orasure (OSUR) Price to Sales (P/S) is the best metric of value as many companies in the sector are not profitable. Molecular diagnostics and genomics are the strongest growth sectors e.g. Cepheid (CPHD), ResponseGenetics (RGDX). Many stocks show a “topping effect” or […]

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Rayno Dx and Tools Stocks Up in January: CPHD, ILMN

Molecular Diagnostics and Sequencing Technologies  Are Big Winners in January 2014 But Recent Two Day Sell-Off Has Done Damage To Many Stocks Diagnostic stocks were a sea of red today after a huge January driven by growth expectations from new products and platform molecular technologies. As financial reporting is due for many of these stocks this […]

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Rayno Life Science Stocks: CPHD, ILMN, SQNM

A Few Winners on A Weak Day-IBB ($247.80) Down 1.22% Slightly Off Highs of $254. Two of Our Best DX Picks Have Been Cepheid and Illumina Cepheid (CPHD $53) up 12% on 20% Q4 Revenue Gains . Full year revenues  were $401.3 with a net loss of $18M. Illumina (ILMN $152.78) up 1.3% continued its rocket pace, […]

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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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Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks

2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play a big role and over the […]

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Emerging Biomarker Face-Off: BGMD vs VRML

Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD) and Vermillion (VRML).  Here is a comparison over 90 days. VRML stock is […]

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AACC Meeting: Buzz Coming to Fuel the Rally In Diagnostic Stocks

The July 25-29 AACC (American Association of Clinical Chemistry) Meeting in Anaheim will have close to 20,000 clinical lab professionals and over 500 exhibitors . A stock rally in the sector was ignited last week by earnings announcements from four major mid-cap players and new product and technology news should help support the rally.As of […]

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