Tag Archives | companion diagnostics

JPMorgan Healthcare Conference Notes #1: Sequencing Picks Romp-FMI

Sequencing Remains Hot-Roche (RHHBY) Deal With Foundation Medicine (FMI) Worth $1.1B Targeted Oncology Therapy-Molecular information from pathways and biomarkers e.g. PDL-1 RNA based immunotherapy test Continuous  monitoring of tumor specific information and molecular alterations All of our sequencing picks were up  1/12 on Roche equity deal to support oncology with personalized medicine development. Two other […]

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Rayno Dx and Tools 2014 Performance YTD: ABAX EXAS ILMN PACB SQNM

Many Big Winners Are Among  Rayno Diagnostics and Tools Stocks in 2014 Abaxis (ABAX) up 46%  A major “Point of Care” (POC) Dx Player in veterinary and human markets. Exact Sciences (EXAS) up 135%  An emerging Dx player with non-invasive, DNA based test for colon cancer. Illumina Inc. (ILMN) up 68%  Leading provider of DNA […]

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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Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests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 Sciences: First Half Stock Performance Part 2-ILMN, SQNM

Rayno Diagnostics and Tools-Sequencing Rules Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(CSII) and Quidel (QDEL)- did not recover to former highs. Sequenom  (SQNM) is a leader in non-invasive pre-natal tests such […]

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Rayno Diagnostics and Tools Stocks: GHDX, ILMN, QGEN, RGDX.

Rayno Life Science Stocks Focused on Genetic Tests and Biomarkers We have been writing about molecular diagnostics and tools stocks for over 5 years. Here is the summary of our Portfolio. Yesterday we provided an update from BIO 2014  on personalized medicine and genetic tests. Many genetic tests are not FDA approved usually called LDTs […]

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