by Raynovich Rod | May 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
ALR ($21.58) Continues to Sell-off Slicing through 3 Mo. Technical Bottom We have included Alere in our diagnostics and tools portfolio since 2/2/09 at a price of $25, and although the stock is trading more than 10% under that price 3 years later, there was an...
by Raynovich Rod | Apr 30, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Consolidation Continues in Mid Cap DX Companies: Bull Market in Biotech Hits New Highs Our Life Science Tools and Diagnostics Portfolio had a nice hit today with GenProbe up 18.75% on the Agreement that it would be sold to Hologic (HOLX $18.82 down 11.2%) for $3.7B or...
by Raynovich Rod | Apr 6, 2012 | BIOgraph, Clinical Diagnostics and Tools
Who to Watch Among the Pure Play DX Companies? High fliers with cache’ among traders and investors: CPHD,EXAS. Value plays for earnings turn-around: ALR, QGEN. Niche companies: NEOG, SQNM. Personalized medicine plays: GHDX, QGEN. M&A potential? Very quiet...
by Raynovich Rod | Apr 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Here is an update of our Diagnostics and Tools portfolio. Diagnostics and Tools have underperformed the biopharmaceuticals sector over the past 6 months with the exception of the companies acquired. Major acquisitions over the past 12 mos. have boosted performance:...
by Raynovich Rod | Mar 28, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% – 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3%...
by Raynovich Rod | Mar 21, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Biopharmaceuticals
Diagnostics Stocks Are Relatively Calm After Patent News: But Patents Still Matter The Supreme Court Ruling threw out two process patents on diagnostic tests because they were based on the laws of nature and that they were merely telling doctors of a new scientific...
by Raynovich Rod | Mar 13, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Biotech Sector (IBB $119.73) Up 12 % YTD, Lagging NASDAQ (QQQ) Up 17.85% Here is a summary of our recommendations over the past month: No change in our basic Rayno Life Science Portfolios.Biopharmaceuticals have outperformed Tools and Diagnostics. Continued strength...
by Raynovich Rod | Mar 6, 2012 | Clinical Diagnostics and Tools
CEO Jay Flatley was on CNBC at 4:55p today with Maria Bartiromo. Maria asked him why the Company did not accept the Roche offer? He answered ” because the offer was near the stock’s low for the year and was opportunistic and did not reflect the value of...
by Raynovich Rod | Feb 28, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Not A Good Time To Overweight Biotech Positions We are still in a holding pattern and recommend that caution be exercised regarding new positions. Although biotech stocks have made a nice run over the past five days driven by News from Vivus (VVUS) and Threshold...
by Raynovich Rod | Feb 13, 2012 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Who Does Not Know About the Bull Market in Biotech Stocks? The bull market in life science stocks gathered momentum today as the IBB rallied 2.34% (up 16.6% YTD) approaching its all time high of $122.45. At some point in time we need to have a correction as this rally...
