by Rod Raynovich | Aug 3, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 13.1 Genoptix GXDX UR 17.2 18.13 GenProbe GPRO 48 2/2/09 45 7 46.3 45.9...
by Rod Raynovich | Jul 30, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 (GPRO) $45.85 up 8.14%,Neogen (NEOG) $29.85 up 3.4% and Quidel (QDEL)...
by Rod Raynovich | Jul 29, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 Quidel to our model portfolio on 6/16 at $12.40.The stock is trading...
by Rod Raynovich | Jul 26, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 ignited last week by earnings announcements from four major mid-cap...
by Rod Raynovich | Jul 23, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 $82.9M up 5% from prior year quarter with diluted earnings of $0.30...
by Rod Raynovich | Jul 21, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 price target of low 40’s and JPMorgan who reiterate...
by Rod Raynovich | Jul 20, 2010 | 2024-25 Life Science Portfolios, BIOgraph
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 reform, the Company still disappoints Wall Street with Net Income of...
by Rod Raynovich | Jul 6, 2010 | 2024-25 Life Science Portfolios, BIOgraph
But Path to Market is Still Rife with Hurdles Convergence of Genomics and Medicine At the 2010 BIO Conference in Chicago with about 15,000 attendees there were ten Breakout Sessions on Biomarkers (BM) encompassing Intellectual Property, commercialization,...
by Rod Raynovich | Jun 28, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Auxilium (AUXL) shares held up today ($24.85 up 0.65%) after a June 28 article questioned the valuation of the stock. Revenues for the last quarter were $45.5M primarily from its Testim testosterone gel, with a loss of $8.6M.Analysts have high expectations for a...
by Rod Raynovich | Jun 25, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Supergen (SUPG) has been moving up steadily over the past few days since its low in the $2.10+ range this week.SUPG is in the Rayno Life Science Portfolio. The April 15,2010 high was $3.72.The balance sheet is strong with over $100M in cash,Shareholder Equity of $106M...
