Tag Archives | C.difficile

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Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests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 Life Science Focus Stocks Part II-2013 Performance Diagnostics and Tools

New Products for Molecular and Companion Diagnostics Drive Growth Rayno Life Science Big Winners-ALR, CSII, ILMN,TMO A diversified life science portfolio must include clinical diagnostics and tools stocks because of the synergies between therapy and diagnostics. Breakthroughs in molecular diagnostics for personalized medicine, genetic testing and infectious diseases are driving new product cycles for timely, […]

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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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Rayno Life Science and Tools: Performance Summary April 21 YTD

A Great Quarter for Many Tools and Diagnostic Stocks The tools and diagnostics sector usually underperforms biopharmaceuticals because the companies are more tethered to deal news and fundamentals. We will review our focus stocks below as Q1 earnings come in. NASDAQ is down about 3% over the last 5 trading days so many of the […]

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Clinical Diagnostics Stocks Sell-Off on Cepheid (CPHD $33.25) Guidance Cut

AACC  Meeting Hangover Begins With Cepheid Earnings Cuts–Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the year down from  50-55 cents a share on expected revenues in the range of $333-347M. Revenue for Q2 was $81M an increase of 21% […]

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