by Raynovich Rod | Feb 1, 2016 | 2023 Rayno Tools and Diagnostics Portfolio
Abbott Laboratories Acquires Alere (ALR) -Stock Soars 45% At Market Opening Alere Product Line Offers Synergies and Boosts Global Diagnostics Presence 2015 Revenues of Alere Are Estimated in $2.5B Range So Deal is About 2.3X Sales Alere (ALR) has a broad-based product...
by Raynovich Rod | Dec 2, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
Dominant Trend is Precision Medicine and Molecular Medicine Lackluster revenue growth has tempered stock gains since Q3 earnings reports however the sector has always had good investment potential due to M&A and new products. Stocks are up from October lows. Our...
by Raynovich Rod | Nov 19, 2015 | 2020-21 Life Science Portfolios, 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics Portfolio
Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI up 1.92%, XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable...
by Raynovich Rod | Nov 5, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
Looking for Value in a Slow Growth Market Life Science stocks took a big hit over the past summer and many have not fully recovered.The important metric to watch is sales growth because many of the smaller cap companies are still lagging in earnings growth so the PE...
by Raynovich Rod | Sep 16, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
10/7/15 Update…Still in No Man’s Land…Nothing to Do See recent posts on bear market in biotech. We need to wait for Q3 earnings to find trades and longer term value in Dx and Tools. Most stocks in the sector have been hit hard since August....
by Raynovich Rod | Jun 11, 2015 | 2023 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing sales and earnings...
by Raynovich Rod | Mar 16, 2015 | 2023 Rayno Biopharmaceuticals Portfolio, 2023 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
March 18-Stealth Rally With A Tempered Tape In Biotech NASDAQ up 0.92% Biotech stocks lagged the surprising FED rally today maybe because money was moving to other sectors.This bears close watching because only this week biotech stocks hit a new high.Money may be...
by Raynovich Rod | Mar 12, 2015 | 2023 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Diagnostic Stocks rally with NASDAQ and Small Caps -IWM Up 1.66% Life Science Tools and Diagnostics stocks are a tad off their one year highs hit by dollar strength and disappointing revenue growth in some cases. Sequencing stocks were big winners but sold off after...
by Raynovich Rod | Feb 24, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
Valuation Does Matter If Revenue Growth Slows Last week we posted a YTD summary of our diagnostics and tools focus stocks. Three stocks that are up over one year but have been weak in 2015. We said that revenue guidance and technicals will be important for: Exact...
by Raynovich Rod | Feb 19, 2015 | 2023 Rayno Tools and Diagnostics Portfolio
Bullish Trend Continues for Mid-Cap Growth Stocks The Life Science Tools and Clinical Diagnostics sector kept pace with major life science ETF performance. Major ETFs (FBT,IBB,XBI) are up about 10% YTD and our top performers are up over 10%. We will provide an update...
