by Raynovich Rod | Feb 26, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Genomic Health-Good Long Term Value This looks like a good entry point for buying shares of Genomic Health (GHDX $28.50), a molecular diagnostic company focused on personalized medicine for cancer with its oncotype DX invasive breast cancer test.Yesterday the Company...
by Raynovich Rod | Feb 1, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Dow 14,000 and General Market Euphoria Lifts All Stocks: Has the Bond Bubble Burst? Life Science stocks ran with the general market today and with all the green screens you’d think it was St. Paddy’s Day. The concern now is that everybody is bullish and...
by Raynovich Rod | Jan 30, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools
Future Clinical Potential of Genomics Attracts Financing and Deals Life Technologies (LIFE $65) was up 3.6% again today on news that ThermoFisher (TMO $71.51) is studying a takeover. The market cap of LIFE is $10.7B while that of ThermoFisher is $25B. Private equity...
by Raynovich Rod | Jan 25, 2013 | Clinical Diagnostics and Tools
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last...
by Raynovich Rod | Jan 3, 2013 | BIOgraph, Clinical Diagnostics and Tools
Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and...
by Raynovich Rod | Jan 2, 2013 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
The Bi-Partisan Cliff Deal Nobody Likes (Except the Market) Investors like the tax deal as it is favorable to investors despite the tax increases. Stocks are holding their gains after a “mini-fiscal” cliff deal that drove the Dow and S&P up 1.7% and...
by Raynovich Rod | Dec 21, 2012 | BIOgraph, Clinical Diagnostics and Tools
End of Year Rally Crushed By Turmoil in Budget Talks Up until late yesterday investors were optimistic about a budget deal with the “Kubuki Theater” Congress. You have heard enough about the fiscal cliff and non-starter proposals to avert the fiscal cliff...
by Raynovich Rod | Dec 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Rayno Tools and Diagnostics Stocks Continue Rally Tools and Diagnostic stocks have been the laggards in the Rayno Life Sciences Portfolio compared to biopharmaceutical stocks. Selected stocks within the Rayno Portfolio have perked up and we suggest some rebalancing....
by Raynovich Rod | Nov 26, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Pure Play Clinical Diagnostic Companies Here is data on our clinical diagnostics universe including Q3 revenues and earnings. New buy is Cepheid (CPHD) under $32. Sequenom is up 22% over 5 days Turn-around plays are Alere (ALR), Qiagen(QGEN) and Response Genetics...
by Raynovich Rod | Nov 20, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Markets Are Back To Fretting About Fiscal Cliff Bernanke scolded Congress on the fiscal cliff and markets turned down. Despite a lackluster market down about 0.3% there is a lot of green in biotech. Among the winners in the Rayno Life Science universe are: Albany...
