by Raynovich Rod | May 7, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Rayno Diagnostics and Tools-Awaiting Q1 Results Many Rayno Diagnostics and Tools stocks have made new highs recently despite the sector being less frothy than biopharmaceuticals. These stocks are more pinned to financial results and dependent on a steady stream of new...
by Raynovich Rod | Apr 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
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...
by Raynovich Rod | Apr 9, 2013 | BIOgraph, Clinical Diagnostics and Tools
Hologic (HOLX) Offers Good Long Term Value We will add Hologic Inc. to our Diagnostics and Tools Portfolio. Prior to its acquisition by Hologic we had GenProbe Inc. on our focus list. Hologic (HOLX $21.70), Market Cap of $5.84B, offers good long term value with a...
by Raynovich Rod | Mar 11, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
by Raynovich Rod | Feb 7, 2013 | 2023-24 Life Science Portfolios, BIOgraph, Macro
Raise a Little Cash as Macro Focus Brings Choppy Action Life Science stocks took a hit today underperforming NASDAQ which was down only 3.35 pts. The biotech sector has been pretty much on a tear since the November bottom as they re-accelerated in mid-December. The...
by Raynovich Rod | Jan 25, 2013 | Clinical Diagnostics and Tools
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last...
by Raynovich Rod | Jan 14, 2013 | BIOgraph
Healthcare Sector Gets Boost from JPMorgan Conference-Large Caps Lag Except CELG Most life science stocks were quiet today after a strong showing during the JPMorgan Healthcare Conference Jan. 7-10. The biotechnology sector was up over 35% in 2012 and usually this...
by Raynovich Rod | Jan 3, 2013 | BIOgraph, Clinical Diagnostics and Tools
Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and...
by Raynovich Rod | Dec 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Rayno Tools and Diagnostics Stocks Continue Rally Tools and Diagnostic stocks have been the laggards in the Rayno Life Sciences Portfolio compared to biopharmaceutical stocks. Selected stocks within the Rayno Portfolio have perked up and we suggest some rebalancing....