Tag Archives | C.difficile

BIO Investor Forum 2016 #1: Translating Microbiome Research Into Treatments

Microbiomes: A New Paradigm for Drug Discovery? Focus: Drugs From Gut Bacteria You may have read a few articles about the impact of the microbiomes and their impact on diets, digestion and nutrition but now there is the potential of discovering new therapies from bacteria in your gut. We are not talking about faecal transplant therapy (FMT) […]

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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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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Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests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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Stocks to Watch-Life Science Tools and Diagnostics: Meridian(VIVO) and IRIS

On robust and active Life Science trading day two laggard diagnostic stocks perked up: Iris International (IRIS $9.41) is up 4.44% on FDA clearance of its iChem Velocity Workstation for automated Urine Chemistries. The stock is been trading from $9-10 over the past six months.P/S for 2011 forecasts is 165/119 or 1.39X. Felti and Co. […]

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