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 | Jul 6, 2012 | BIOgraph, Clinical Diagnostics and Tools
Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD)...
by Raynovich Rod | May 24, 2012 | BIOgraph, Clinical Diagnostics and Tools
There were some excellent small cap companies presenting at the B. Riley Investor Conference in Santa Monica this week. Five tracks covered companies in healthcare, technology and energy, consumer/telecom, software and services and internet and media. Our focus within...
by Raynovich Rod | May 15, 2012 | Clinical Diagnostics and Tools
Biomarker MicroCap Face-Off: BGMD vs VRML Vermillion announced Q1 Results today today with OVA1 revenues of $312K of which $114 k was licensing revenues from their testing partner Quest Diagnostics Inc.(DGX $57). Operating expenses were down to $2.4M compared to$4.8M...
by Raynovich Rod | May 10, 2012 | Clinical Diagnostics and Tools
More Bad News on Alere The second shoe has dropped on Alere (ALR $19) with the stock off 15% as the FDA inspection news regarding manufacturing and quality at the “Biosite”facility.Leerink Swann downgraded the stock to “Market Perform” after...
by Raynovich Rod | May 9, 2012 | 2023-24 Life Science Portfolios, Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
Market Off Its Lows Today-Consumer Cyclical and Technology Outperforming Healthcare The market continues to be weak with the NASDAQ entering its 5th day of the sell-off down 4.29% but the QQQ ($64.29) NASDAQ-100 has recovered from lows today. The ETF IBB ($64.32) has...
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:...