by Raynovich Rod | Jan 23, 2023 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio
Update-2… 1/31… Good value in Pfizer (PFE) as stock near new lows with PE of 8.26 stock at $43.50. but nobody cares as boom times for COVID vaccines end.Provides Full-Year 2023 Revenue Guidance(4) of $67.0 to $71.0 Billion and Adjusted Diluted EPS(3)...
by Raynovich Rod | Aug 6, 2019 | Clinical Diagnostics and Tools
8/10/19…XBI up 1.8% to $84.04 for 5 days, QQQ up 1.9% to $185.81 over 5 days.A good week for life science stocks with following stocks near 52 week highs: BDX BIO DHR GH HOLX NVTA 8/8/19 9:45a EDT Life Science Movers…Stocks to Watch…XBI up 0.61% to...
by Raynovich Rod | Aug 23, 2018 | 2020-21 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools
8/24/18 After Close: Rally Continues with 10/11 Sectors Higher XLV finishes at all time high at $91.89 FED’s Powell Defends Gradual Interest Rate Policy despite Trump pressure Oil Surges 15 to $68.57 on supply concerns with Iran sanctions Major indices hit 52...
by Raynovich Rod | Jan 11, 2018 | Clinical Diagnostics and Tools
Key Trends in Diagnostics and Lifesciences: Promise, Reality Reimbursement Panel Moderator: Ken Bahk, Three Lake Partners. Panelists- Nathan Ledeboer, Medical College of Wisconsin,Victoria Pratt, Indiana University School of Medicine, Nick Papadopolous, Johns Hopkins...
by Raynovich Rod | Sep 27, 2017 | Clinical Diagnostics and Tools
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...
by Raynovich Rod | May 10, 2017 | 2023 Rayno Tools and Diagnostics Portfolio
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...
by Raynovich Rod | Jan 20, 2017 | Clinical Diagnostics and Tools
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)...
by Raynovich Rod | Dec 20, 2016 | 2023 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
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...
by Raynovich Rod | Jan 12, 2016 | 2020-21 Life Science Portfolios
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...
by Raynovich Rod | Dec 2, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
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...