11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss.
6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD.
Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD, ILMN, NEOG and SQNM; losers are down less than 1%. Qiagen(QGEN) still weak.
6/6/11 GenProbe (GPRO) near peak value with buy-out from Novartis (NVS) likely. Take some profits on CSII.
Comments:
Immucor (BLUD $21.40) is trying to lose its “laggard” status by beating sales and profit guidance. The Company earned $22.7M on $83.3M in sales for teh quarter ended Feb. 28,2011. Profit grew 14% and sales grew 4%. The stock was up 7% after hours.
| 2010 | Original | Price | Price | % Ret | Price | Comments | |
| Recomm | YrEnd’10 | 4/4/11 | |||||
| Abaxis | ABAX | 2/2/09 | 15 | 26.85 | 79 | 28.97 | |
| CardioV.Sys. | CSII | 11/5/10 | 7.15 | 11.66 | 63 | 11 | |
| Celera | CRA | 3/28/10 | 7 | 6.3 | 18 | 8.25 | acquired |
| Exact Sci | EXAS | 12/10/10 | 5.6 | 5.98 | 6.8 | 7.42 | |
| GenProbe | GPRO | 2/2/09 | 45 | 58.35 | 29.7 | 67 | |
| Illumina | ILMN | 2/2/09 | 29 | 63.34 | 118 | 70.37 | weak |
| Immucor | BLUD | 4/5/10 | 20 | 19.83 | 0 | 19.98 | acquired |
| Alera | ALR | 2/2/09 | 25 | 36.6 | 46 | 39.42 | |
| MicroFluidics | MFLU | 7/6/10 | 0.77 | 1.34 | 74 | 1.34 | acquired |
| NeoGen | NEOG | 7/2/10 | 26 | 41.03 | 58 | 42.15 | |
| Qiagen | QGEN | 3/15/10 | 21.5 | 19.55 | -9 | 20.4 | |
| Quidel | QDEL | 6/16/10 | 12.4 | 14.45 | 16 | 11.98 | |
| Sequenom | SQNM | 11/18/09 | 3.75 | 8.03 | 114 | 6.49 | |
| SeraCare | SRLS | 11/18/09 | 2.75 | 4.75 | 73 | 3.7 | stalled |