by Raynovich Rod | May 7, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Risk-Off -Stay With Large Caps In case you missed it the speculative frenzy in biotech stocks is over for now but there are always trading opportunities for the short and long term. We recently posted our Q1 Rayno Life Science update for biopharmaceuticals and the...
by Raynovich Rod | Apr 28, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Trinity Biotech (TRIB $24.90), a Buy Around $25 Barrons published an article over the weekend recommending Trinity Biotech plc, an Irish diagnostic Company focused in point of care (POC) and clinical laboratory diagnostic tests. We agree with the article and will...
by Raynovich Rod | Apr 3, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Caution As Life Science Stocks Are Consolidating Life science stocks had a wild roller coaster ride in 2014 with many stocks peaking around March 1. Momentum and cult stocks in our portfolio still had a good quarter with the following top winners: Illumina (ILMN) up...
by Raynovich Rod | Mar 18, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Update 3/19/14 Trading is mixed near flat line. Cramer to pump Seattle Genetics (SGEN ($53.51 flat) today; on our focus list since’09 at $9.50. Exact Sciences (EXAS) up ~3% on data release for Cologuard compared to FIT. Sensitivity of 92% with colorectal cancer...
by Raynovich Rod | Feb 3, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Molecular Diagnostics and Sequencing Technologies Are Big Winners in January 2014 But Recent Two Day Sell-Off Has Done Damage To Many Stocks Diagnostic stocks were a sea of red today after a huge January driven by growth expectations from new products and platform...
by Raynovich Rod | Jan 31, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
A Few Winners on A Weak Day-IBB ($247.80) Down 1.22% Slightly Off Highs of $254. Two of Our Best DX Picks Have Been Cepheid and Illumina Cepheid (CPHD $53) up 12% on 20% Q4 Revenue Gains . Full year revenues were $401.3 with a net loss of $18M. Illumina (ILMN...
by Raynovich Rod | Jan 30, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Update 12:40p NASDAQ Up 2% Cardiovascular Sciences (CSII $33.90) Up 15 %-Beats on Revenues and EPS. Q2 Revenues up 28% to $32.3M. Net Loss was $8.7M compared to $5.8M in 2013 fiscal Q2. Thermo Fisher (TMO $114) up 2.4% on 10% 2013 EPS gain. Q4 revenues up 6% to...
by Raynovich Rod | Jan 20, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
2014 J.P. Morgan Conference Update #5-Rayno Diagnostics and Tools Portfolio Amazing start for the New Year Performance among Clinical Diagnostics and Tools stocks was strong with many stocks beating the sector indices (IBB) which were up 10-15%. Stock performance...
by Raynovich Rod | Jan 16, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, 2025 Rayno Biopharmaceuticals Portfolio
Biotech Rally Continues With IBB ($245) At New Highs-Up 10 Pts. From Monday’s Bottom Several Rayno Life Science picks were up after presentations at the 2014 J.P.Morgan Healthcare Conference. All of our portfolio picks are strong holds unless otherwise noted....
by Raynovich Rod | Jan 9, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Two Rayno Laggards Up On Good Volume: RGDX, SQNM The only two losers among our portfolio picks in 2013 are up today. Response Genetics (RGDX $1.32) is up 2.56% on a volume of almost 500k shares with no apparent news. The Company raised $4.8M in December at $1.20 share...
