by Raynovich Rod | Feb 26, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Genomic Health-Good Long Term Value This looks like a good entry point for buying shares of Genomic Health (GHDX $28.50), a molecular diagnostic company focused on personalized medicine for cancer with its oncotype DX invasive breast cancer test.Yesterday the Company...
by Raynovich Rod | Dec 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Rayno Tools and Diagnostics Stocks Continue Rally Tools and Diagnostic stocks have been the laggards in the Rayno Life Sciences Portfolio compared to biopharmaceutical stocks. Selected stocks within the Rayno Portfolio have perked up and we suggest some rebalancing....
by Raynovich Rod | Nov 26, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Pure Play Clinical Diagnostic Companies Here is data on our clinical diagnostics universe including Q3 revenues and earnings. New buy is Cepheid (CPHD) under $32. Sequenom is up 22% over 5 days Turn-around plays are Alere (ALR), Qiagen(QGEN) and Response Genetics...
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 | 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 | 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 | 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...
