Tag Archives | LDT’s (lab developed tests)

Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech

Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector since early 2016 when life science stocks abruptly sold off. We have focused on biotech ETFs and Biopharmaceuticals because the upside looked more promising due to […]

Continue Reading 0

Rayno Diagnostics and Tools: Hologic Beats Q1 Sales and EPS

Hologic, Inc. (HOLX) Beats: Revenues Increased 3.2% and GAAP diluted Earnings Increased 666.7% Compared to Prior Year Period (fiscal Q2) The base business grew 5.4% lead by molecular diagnostics, surgical and international franchises.Restructuring completed. The newly acquired Cynosure business grew by 5.7%; blood screening business of $38.4M was divested. GAAP Revenues were $715.4M with diluted […]

Continue Reading 0

Notes from J.P.Morgan Conference 2017: Sequencing (NGS) Moves to Toward Clinical Diagnostic Solutions

Outlook and Issues for Application of NGS for Clinical Diagnostics We heard a few presentations on NGS solutions and still think it is an important growth market for clinical diagnostics in oncology, rare diseases transplant medicine and NIPT. Gene sequencing (NGS) can lead to a better understanding of the molecular basis of disease and personalize diagnostics and […]

Continue Reading 0

Life Science Sector Review: Diagnostics and Tools Update

Life Science Sector: What’s Going On With Dx and Tools Stocks? We dropped coverage of Life Science diagnostics and tools stocks in January 2016 just after the severe market correction began. Of course the downdraft opened up great values in several stocks.We have reviewed selected stocks in the sector with the idea that more opportunities […]

Continue Reading 0

J.P.Morgan Healthcare Conference #1: Investors Move into Life Science Stocks-Bouncing off the Bottom

J.P.Morgan Conference: Relief Rally in Life Science Stocks After Rough Start to 2016 Green screen day with improved macro and healthcare sector leading Who knew biotech stocks traded with energy? Over the next few days we will review themes and companies from presentations at the 34th Annual J.P.Morgan Healthcare Conference. Our initial focus will be […]

Continue Reading 0

Rayno Molecular Diagnostics and Tools Update: CPHD, HOLX, PACB

Dominant Trend is Precision Medicine and Molecular Medicine Lackluster revenue growth has tempered stock gains since Q3 earnings reports however the sector has always had good investment potential due to M&A and new products. Stocks are up from October lows. Our last update was in November and re-iterated the “Precision Medicine” trend which integrates targeted therapies […]

Continue Reading 0

Rayno Tools and Molecular Diagnostics: Looking For Value

Looking for Value in a Slow Growth Market Life Science stocks took a big hit over the past summer and many have not fully recovered.The important metric to watch is sales growth because many of the smaller cap companies are still lagging in earnings growth so the PE tells you very little. The major technology […]

Continue Reading 0

Rayno Life Sciences Diagnostics and Tools Update: Volatile Stocks and Slower Growth Ahead

10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August. ———- Slower Growth with Same Themes: Sequencing (NGS) and Molecular […]

Continue Reading 0

Notes from BIO 2015 #1 Recap and Biotechnology Trends-M&A, Precision Medicine

Updated 6/25 Precision Medicine -Novel Prevention and Treatment Strategies Lead The Way A New Initiative on Precision Medicine — NEJM Over 15,000 attended BIO 2015 in Philadelphia including 1100 companies and more than 30 nations. The Exhibits and Partnering meetings were excellent opportunities for networking and dealmaking as usual. We attended several of the sessions and […]

Continue Reading 0

Rayno Life Sciences DX and Tools Update: 2015 Q1 Winners ALR,FMI,HOLX

Diagnostic Stocks rally with NASDAQ and Small Caps –IWM Up 1.66% Life Science Tools and Diagnostics stocks are a tad off their one year highs hit by dollar strength and disappointing revenue growth in some cases. Sequencing stocks were big winners but sold off after the JPMorgan Conference. Nonetheless the sector is attractive longer term […]

Continue Reading 0