Tag Archives: molecular 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: Green Screen… IBB UP 2.5% Update

Update 3/19/14 Trading is mixed near flat line. Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50. Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer and 42% with pre-cancerous lesions. (See detailed data). 2015 revenue forecasts from […]

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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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Biotech Stocks Lagging In Today’s Rally

But A Lot of Green Today  in Diagnostics and Tools The NASDAQ (4030)and the S&P (1787) are up about 0.7%  but biotech stocks are lagging with the IBB ($216) up only 0.33%. Momentum in biopharmaceutical stocks has been easing since a late November move around the $225 mark. Stock distribution predominates in December. The IBB is […]

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NanoString Technologies (NSTG): An Emerging Growth Play In Molecular Diagnostics

NanoString Technologies (NSTG $12) is an early stage, life science research Company with a proprietary platform product, the nCounter (R) Analysis System. The nCounter utilizes a proprietary bar code chemistry and technology that can multiplex hundreds of  gene targets in a single reaction. The automated, multi-application, digital detection nCounter System performs molecular analysis such as […]

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Rayno Diagnostics And Tools Update: CSII, HOLX, ILMN, NSTG-Strong Rally Today

Another Strong Day in Life Science Stocks Carl Icahn, activist investor takes a 13% stake in Hologic. Hologic (HOLX $22.82) was added to our portfolio on 4/9/13 but has been a laggard due to earnings misses. The stock is up 2.4% on a volume of 25M shares. Many stocks in our Dx and Tools portfolio are […]

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