by Raynovich Rod | Nov 15, 2012 | BIOgraph, Clinical Diagnostics and Tools
Response Genetics (RGDX) Offers Good Value and Is Positioned For Revenue Growth In April we compared two emerging companies focused in biomarker diagnostics, BG Medicine, Inc. and Vermillion, Inc. offering a challenge to readers as to which stock would be the winner...
by Raynovich Rod | Nov 1, 2012 | BIOgraph, Clinical Diagnostics and Tools
CSII ($12.17) stock is up 4.2% on sales growth in treatment of Peripheral Artery Disease (PAD) Cardiovascular Systems revenues were up 25% over Fiscal Q1 2012 to $23.3M . The Q1 2013 loss was $5,2M or 26 cents a share. Shareholder equity is $28.9M with $32M in cash...
by Raynovich Rod | Oct 23, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Cepheid in Low $30’s- Long Term Buy Cepheid is not a cheap stock with a Price to Sales of 6.82, market cap of $2.10B and a forward PE of 122.58 but we see a capitulation of sellers who were playing the MO game with a very expensive stock. Nonetheless Cepheid is...
by Raynovich Rod | Oct 17, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Reading List
Ultimate Presidential Election Guide Click above for an interesting sector and stock review from Credit Suisse including major positions of candidates. Stocks in the Rayno Life Sciences Portfolio that were mentioned on the “Obama Victory” side include:...
by Raynovich Rod | Oct 12, 2012 | Clinical Diagnostics and Tools
Exact Sciences (EXAS) is down about 8% to $10.65 on heavy volume after a Wedbush Downgrade to Neutral. Preliminary data coming next week. The stock was added to the Rayno Life Sciences Portfolio on 12/10/10.Barron’s had a positive article on Oct 6 and the...
by Raynovich Rod | Oct 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Molecular Plays Lead Rayno Dx Focus Stocks Up Illumina (ILMN) rose 4.5% today on “talk” that Roche will increase its buyout offer to $60. Roche told Bloomberg that it does not comment on rumors. Illumina was added to the Rayno Portfolio in 2/2/09 at a...
by Raynovich Rod | Sep 17, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
The ETF IBB (142.62) hit an all time high today and is up 36.6% YTD. The low for IBB over two years was August 19, 2011 at $88.50. Our mid-cap biopharma index is up 0.8% with big winners in JAZZ ($54.65) and Exelixis (EXEL $5.40) and Medivation (MDVN $106.27)....
by Raynovich Rod | Sep 14, 2012 | BIOgraph, Clinical Diagnostics and Tools, Macro
FED Policy Boosts Risk Assets -QQQs Should Outperform IBB We expect the biotech sector to slightly underperform NASDAQ (QQQ $70.22) in light of “QE Forever” yesterday and the shift to financials, materials, tech and other risk assets. Prior to yesterday...
by Raynovich Rod | Aug 24, 2012 | 2024 Rayno Tools and Diagnostics Portfolio
We are in bit of a lull here as the sumer doldrums post earnings has hit many diagnostic stocks. Most stocks in the sector have hit their highs early in July prior to the July AACC Meeting. We will look for drivers for Q4 appreciation, a time of bullish seasonality....
by Raynovich Rod | Aug 21, 2012 | Clinical Diagnostics and Tools
Vermillion (VRML) stock outperforming BG Medicine (BGMD) YTD and Past Month Response Genetics thrown into the mix We have dropped the term “Face-Off” due to negative connotations of the “Face-” part. Here is an update since our last post on...
