Tag Archives: companion diagnostics

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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Rayno Life Science Stocks Rally On A Choppy Day: ALXN, AMGN, BIIB, PCYC

Mini-Rally in Life Science Stocks— Update 10p PDT Biotech stocks recovered off their am lows today with major ETFs  (FBT,IBB,XBI ($161.45) up about 0.3% and within 5% of highs. Over the past week or so biopharma stocks have been weak with a “topping” process evident in late February.  Volatility has increased with daily swings and some mid-cap […]

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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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Rayno Dx and Tools Picks-2014 YTD Post J.P.Morgan Conference

 2014 J.P. Morgan Conference Update #5-Rayno Diagnostics and Tools Portfolio Amazing start for the New Year Performance among Clinical Diagnostics and Tools stocks was  strong with  many stocks beating the sector indices (IBB) which were up 10-15%. Stock performance in 2014 will be more dependent on earnings and guidance although there is considerable sentiment carry-over […]

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