by Raynovich Rod | Jan 11, 2012 | BIOgraph, Clinical Diagnostics and Tools
Life Science stocks got a boost from news and presentations at the J.P.Morgan Healthcare Conference and most stocks from the Rayno Life Science Portfolio were up.(see our “January Effect” trades mentioned in December). Leading life science tools companies...
by Raynovich Rod | Dec 28, 2011 | BIOgraph, Biopharmaceuticals, Clinical Diagnostics and Tools
Here are some key points from our 2011 Biotech Stock Review posted in Investor Uprising: Winners from the 2011 Rayno Life Science Portfolio: Abaxis (ABAX), Alexion(ALXN), Amgen (AMGN), Biogen(BIIB), Bristol-Myers (BMY),Celera(acquired),Cephalon (acquired) Cubist...
by Raynovich Rod | Dec 22, 2011 | BIOgraph, Clinical Diagnostics and Tools
Life Sciences: Biopharmaceutical Stocks are Hot, Tools and DX are Not We recommended avoiding the Tools/Dx sector several weeks ago as they were lagging biopharmaceutical stocks due to earnings misses, concerns about NIH finding for R&D, and lack of exciting new...
by Raynovich Rod | Dec 5, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of...
by Raynovich Rod | Dec 2, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
No new buys, currently on HOLD list: ABAX, EXAS, NEOG, QDEL, SRLS. Rayno Life Science Tools And Dx Portfolio Update:Immucor Beats 6/20 update | Raygent.com Outperformers YTD: ABAX up 2.9%,CPHD up 51%, EXAS up 42%, GHDX up 31%, GPRO up 9%, LMNX up 13%, QDEL up 25%,...
by Rod Raynovich | Oct 11, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
11/21/11 The diagnostics and tools sector remain weak trading down about 1.9% slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011...
by Rod Raynovich | Oct 10, 2011 | Clinical Diagnostics and Tools
There is an excellent Guide to Biotech Investing on the Investor Uprising blog. You will need a IU account to view the document http://www.investoruprising.com/document.asp?doc_id=206689
by Rod Raynovich | Sep 13, 2011 | BIOgraph, Clinical Diagnostics and Tools
A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety....
by Rod Raynovich | Aug 15, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Summary of Q2 Earnings and Valuation Metrics of Selected Pure Play Dx Companies Company Ticker Price RevEst Q1Rev Q2Rev Price Mcap P/S PE PEG 5/18/11 $M Yr. $M 15-Aug $M GenProbe GPRO 80 579 143 136 60 2900 5 29 2 Abaxis ABAX 28 157 37.5 36 23.9 544 3.46 41 2.3 Alere...
by Rod Raynovich | Jul 29, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, BIOgraph
It was a tough week in Life Science Tools and Diagnostics with many crosscurrents: debt ceiling uncertainty, earnings shortfalls, lackluster economic data and European debt crisis. The usual positive buzz from the AACC offered little support. We will provide an...
