by Rod Raynovich | Jan 11, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Microfluidics announced today that it signed a definitive merger agreement with IDEX Corp.(IEX) for $1.35 net cash to the seller subject to adjustment as provided in the merger agreement. The $1.35 price represents about a 58% premium over recent trading and a 69%...
by Rod Raynovich | Jan 7, 2011 | 2024-25 Life Science Portfolios, BIOgraph
We will be attending the JPMorgan Healthcare Conference in San Francisco next week looking for new ideas. Healthcare overall has been a laggard (up 1.87% vs 11.47% S&P for one year period) but subsectors such as diagnostics, tools, large cap drugs and selected...
by Rod Raynovich | Jan 6, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Diagnostics and Tools 2010 Original Price Price % Ret Recomm YrEnd’10 Abaxis ABAX 2/2/09 15 26.85 79 CardioV.Sys. CSII 11/5/10 7.15 11.66 63 Celera CRA 3/28/10 7 6.3 -10 Exact Sci EXAS 12/10/10 5.6 5.98 6.8 GenProbe GPRO 2/2/09 45 58.35 29.7 Illumina ILMN 2/2/09...
by Rod Raynovich | Dec 28, 2010 | 2024-25 Life Science Portfolios, BIOgraph
The Life Science Sector (^BTK) Overall Has Outperformed Other Major Market Indices Over 10 Years As we approach year-end we can look back on a great year for all markets and outperformance for the Life Science sector. Benchmark ETF performance is as follows YTD: FBT...
by Rod Raynovich | Dec 27, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Three Value Stocks Off The Radar Screen At this time of the year, especially when the market has a bullish tone, small (IWM) and mid cap (MDY) stocks are likely to outperform-YTD they are up about 25%. MicroCaps also tend to do well in the Q4-Q1 time frame because...
by Rod Raynovich | Dec 17, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Biotech Outperforms Large Cap Pharma Biotechnology stocks were up today sparked by Intermune (ITMN $32.74)news that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion recommending their...
by Rod Raynovich | Dec 16, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Investors in healthcare should look deeper into subsectors: biotechnology, devices, diagnostics, drugs and tools As of December 15 the S&P was up 12.94% but the healthcare sector was the laggard up only 0.43%. Compare this to the leaders Consumer Discretionary up...
by Rod Raynovich | Dec 15, 2010 | 2024-25 Life Science Portfolios, BIOgraph
2010 Original Price % Ret. P Price % Recomm 3/29/10 Q2 12/1/10 Ret. Abaxis ABAX 2/2/09 15 79 21.2 27.86 85 CardioV.Sys. CSII 11/5/10 7.15 8.65 21 Celera CRA 3/28/10 7 6.49 5.66 -19 Exact Sci EXAS 12/10/10 5.6 GenProbe GPRO 2/2/09 45 7 46.3 52.77 17 Illumina ILMN...
by Rod Raynovich | Dec 14, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Are investors rotating into the lagging healthcare sector? Biotech, drug and device stocks were up broadly today. The healthcare sector has lagged the market YTD up only 1.35% compared to the S&P up 11.2%. Even major drug stocks, down 2.4% YTD, got strong bids....
by Rod Raynovich | Dec 10, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Tools and Diagnostic stocks are having a good day perhaps sparked by the BeckmanCoulter (BEC) announcement that it is being put up for sale. The BEC stock is up 27% to $72.68.You could have bought Beckman only 3 months ago at $45 after resignation of the CEO and a...
