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...
by Raynovich Rod | Aug 20, 2012 | Clinical Diagnostics and Tools
Regroup and Look for Q4 Drivers A lackluster earnings quarter that evokes the blahs. The hottest Company in the sector Cepheid (CPHD $36.12), took an earnings hit, driving the stock down 30% to the $32 level now recovering. This life science sector has not...
by Raynovich Rod | Aug 1, 2012 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Biotechnology Sector Hit with Profit Taking This week’s Barrons: The West Coast Was the Right Coast Wedbush ranked #1 in % change 6 mo (+12.75%), one year (+18.84%) and three year (81.05%) stock picks and Seattle’s McAdams Wright Ragen scored #1 (+14.1%)...
by Raynovich Rod | Jul 25, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Biopharmaceuticals
Rayno Life Science Focus Stocks Are Strong-TMO Added Biopharmaceutical stocks continue their run today beginning with higher sales expectations for Regeneron(REGN $128) with their eye drug for macular degeneration.Regeneron raised expectation for Eyelea to $700-750...
by Raynovich Rod | Jul 20, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals, Clinical Diagnostics and Tools
AACC Meeting Hangover Begins With Cepheid Earnings Cuts–Stock Off 24% on Volume of 7M shares Cepheid (CPHD) a leader in molecular diagnostics, forecasted earnings of 38-42 cents a share for the year down from 50-55 cents a share on expected revenues in the...
by Raynovich Rod | Jul 13, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play...
by Raynovich Rod | Jul 6, 2012 | BIOgraph, Clinical Diagnostics and Tools
Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD)...
by Raynovich Rod | May 24, 2012 | BIOgraph, Clinical Diagnostics and Tools
There were some excellent small cap companies presenting at the B. Riley Investor Conference in Santa Monica this week. Five tracks covered companies in healthcare, technology and energy, consumer/telecom, software and services and internet and media. Our focus within...
by Raynovich Rod | May 15, 2012 | Clinical Diagnostics and Tools
Biomarker MicroCap Face-Off: BGMD vs VRML Vermillion announced Q1 Results today today with OVA1 revenues of $312K of which $114 k was licensing revenues from their testing partner Quest Diagnostics Inc.(DGX $57). Operating expenses were down to $2.4M compared to$4.8M...
