Blog / Archives
Life Science Tools and Dx: Caliper(CALP) and Celera (CRA)Report Results
Two companies that have been restructured through M&A announced yesterday. Celera(CRA) was added to our model portfolio recently at 7, traded down 2% to $6.75 on missed guidance and a net loss...
Model Portfolio:Life Science Tools and Dx
Q1 P Original Price % Return Q 2 P 8/2/10 % Recom 3/29/10 P Ret. Abaxis ABAX 26.8 2/2/09 15 79 21.2 20.7 30 Celera CRA 6.8 3/28/10 7 6.49 6.85 -2 Exact Sci EXAS UR 4.2 Genomic Health GHDX UR 12.6...
AACC Notes: Biomarkers for Cardiovascular Risk-hsCRP
Last week's Plenary Session from the AACC featured Paul Ridker.MD,MPH from Brigham and Women's Hospital ,Boston,MA speaking about Inflammation,hsCRP and Cardiovascular Prevention. The session...
Novartis(NVS) and Pathwork Dx Collaborate on Biomarkers
The Wall Street Journal reported on Friday that Novartis (NVS) will collaborate with Pathwork Diagnostics on the development of biomarkers across a range of cancer types that would capitalize on the...
“AACC Effect” Rally Rolls On: Abaxis(ABAX),GenProbe (GPRO),and Quidel (QDEL)
The intersection of good earnings and a strong AACC showing boosted Diagnostic stocks this week with the following big movers today on earnings reports: Abaxis (ABAX) $20.81 up $13.7%,GenProbe...
AACC Notes-Diagnostic Stocks and Rayno Model Portfolio
Here are some brief notes from our visit to the AACC in Anaheim and recent earnings reports. Rayno Diagnostic and Tools Portfolio Abaxis (ABAX)-under review- and Quidel (QDEL) report today.We added...
AACC Meeting: Buzz Coming to Fuel the Rally In Diagnostic Stocks
The July 25-29 AACC (American Association of Clinical Chemistry) Meeting in Anaheim will have close to 20,000 clinical lab professionals and over 500 exhibitors . A stock rally in the sector was...
Big Movers In Diagnostics Today: Immucor (BLUD) Up 6.5% and Cepheid (CPHD) up 12%
Good financials have perked up interest is mid-cap Diagnostics companies that released results today. Immucor (BLUD) a global leader in automated analysis of blood transfusion systems had revenue of...
Gilead Holding Up at $33 on Exhaustion of Negativity
Gilead (GILD) has finally caught some bids today up 0.5% on a volume of 23M (Ave. volume 12M) shares! Among the supporters of the stock are Leerink Swann who maintain their "Market Outperform" and...
Earnings Reports:Gilead (GILD) and Meridian (VIVO) Get Mixed Reviews
Gilead (GILD) Down on Missed Estimates-Is the Worst Finally Over for the Stock? Despite its stock being down over 30% from Q1 highs and earnings downgrades in April as a fallout from healthcare...