by Raynovich Rod | Mar 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM. New Highs in Q1: ABAX, NEOG, QDEL, TMO Company Ticker Price Rev Q4 Rev Price 2011 P/S PE PEG SE Mcap May’11 2012 yr 2012 21-Mar Rev P/B $B GenProbe* GPRO 80 642 143 sold...
by Raynovich Rod | Mar 11, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
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...
