No new buys, currently on HOLD list:
ABAX, EXAS, NEOG, QDEL, SRLS.
Outperformers YTD:
ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%, TECH up 1.5%.
Underperformers YTD:
ALR down 36%, NEOG down 12%, QGEN down 25%, SRLS down 41%, VIVO down 19%.
| Company | Ticker | Price | RevEst | Q1Rev | Q2Rev | Price | Q3 | P/S | PE | PEG | SE | |
| May | $M Yr. | $M | $M | 30-Nov | Rev | BV | ||||||
| GenProbe | GPRO | 80 | 577 | 143 | 136 | 63 | 157 | 5 | 53 | 2.2 | 769 | |
| Abaxis | ABAX | 28 | 160 | 37.5 | 36 | 27.7 | 40 | 3.8 | 49 | 2.5 | 148 | |
| Alere | ALR | 2370 | 567 | 23.4 | 586 | 0.8 | n/a | 0.7 | 2547 | |||
| Cepheid | CPHD | 30.5 | 272 | 60.2 | 67 | 34.3 | 70.2 | 8.1 | 434 | 17 | 207 | |
| ExactSci | EXAS | 4.2 | 8.5 | 1 | n/a | n/a | n/a | 65 | ||||
| GenomHlth | GHDX | 25.9 | 207 | 49.8 | 50.8 | 27.2 | 52 | 3.9 | 124 | 2 | 107 | |
| Immucor* | BLUD | 20.3 | 345 | 83.3 | 85.6 | 27 | n/a | 5.5 | 21 | 2.2 | n/a | |
| Luminex | LMNX | 20 | 183 | 43.3 | 47.6 | 20.8 | 45.6 | 4.8 | 63 | 1.3 | 251 | |
| Meridian | VIVO | 23.4 | 184 | 41 | 40.1 | 19.3 | 40 | 4.3 | 29 | 1.2 | 138 | |
| Neogen | NEOG | 40.6 | 190 | 42.2 | 22.8 | 35.2 | 45.7 | 4.3 | 37 | 1.6 | 196 | |
| Qiagen | QGEN | 20 | 1160 | 264 | 282 | 14.9 | 289 | 3 | 27 | 1.4 | 2500 | |
| Quidel | QDEL | 14.6 | 160 | 59.6 | 27.5 | 18.1 | 33 | 3.8 | 94 | 3.3 | 182 | |
| Sequenom | SQNM | 55.5 | 4.2 | 13.6 | 7.5 | n/a | n/a | 111 | ||||
| SeraCare | SRLS | 3.7 | 47 | 11 | 11 | 2.8 | 11 | 1.2 | 20 | 0.6 | 1.1 | |
| Techne | TECH | 80.5 | 324 | 76.3 | 78 | 67.5 | 77.6 | 7.7 | 22 | 1.8 | 589 | |
| * sold for $1.97B to TBG Capital | ||||||||||||