by Raynovich Rod | Jan 3, 2013 | BIOgraph, Clinical Diagnostics and Tools
Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and...
by Raynovich Rod | Oct 23, 2012 | 2023 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Cepheid in Low $30’s- Long Term Buy Cepheid is not a cheap stock with a Price to Sales of 6.82, market cap of $2.10B and a forward PE of 122.58 but we see a capitulation of sellers who were playing the MO game with a very expensive stock. Nonetheless Cepheid is...
by Raynovich Rod | Oct 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Molecular Plays Lead Rayno Dx Focus Stocks Up Illumina (ILMN) rose 4.5% today on “talk” that Roche will increase its buyout offer to $60. Roche told Bloomberg that it does not comment on rumors. Illumina was added to the Rayno Portfolio in 2/2/09 at a...
by Raynovich Rod | Sep 14, 2012 | BIOgraph, Clinical Diagnostics and Tools, Macro
FED Policy Boosts Risk Assets -QQQs Should Outperform IBB We expect the biotech sector to slightly underperform NASDAQ (QQQ $70.22) in light of “QE Forever” yesterday and the shift to financials, materials, tech and other risk assets. Prior to yesterday...
by Raynovich Rod | Jul 20, 2012 | 2023 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
AACC Meeting Hangover Begins With Cepheid Earnings Cuts–Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the year down from 50-55 cents a share on expected revenues in the...
by Raynovich Rod | Jul 13, 2012 | 2023 Rayno Tools and Diagnostics Portfolio, BIOgraph
2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play...
by Raynovich Rod | May 3, 2012 | 2023 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
ALR ($21.58) Continues to Sell-off Slicing through 3 Mo. Technical Bottom We have included Alere in our diagnostics and tools portfolio since 2/2/09 at a price of $25, and although the stock is trading more than 10% under that price 3 years later, there was an...
by Raynovich Rod | Feb 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Early Player in Genetic Testing and Personalized Medicine Reloads RGDX Stock Trades Up 36% on Volume of 105k Shares at $1.60 Response Genetics (RGDX) announced today that it has entered purchase agreements with private investors including current holders to raise...
by Rod Raynovich | Apr 4, 2011 | 2020-21 Life Science Portfolios, BIOgraph
Platform Technologies Are In Demand: M&A Driver Intact Exact Sciences (EXAS $7.50) continued to run today up 3% and 1.3 pts in five days on no apparent news except presentations at recent investment conferences. The Company is developing a molecular diagnostic...
by Rod Raynovich | Nov 30, 2010 | 2020-21 Life Science Portfolios, BIOgraph
Gen-Probe (GPRO,$51.60) announced yesterday that it submitted a Premarket Approval Application(PMA) the the FDA for its APTIMA HPV (human papillomavirus ) assay , a molecular diagnostic test that detects high-risk HPV infections that are associated with cervical...