by Rod Raynovich | Jul 27, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Dog Days of Summer Lie Ahead- Q3 Seasonality in Life Sciences is Weak A vicious 16% sell-off in Illumina Inc. (ILMN $58.43) due to revised 2011 guidance and subsequent analysts’ reduced outlook. Concerns about sales growth are a new concern. Revenue for Q2 was...
by Rod Raynovich | Jul 6, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Diagnostics is Still a Hot Ticket The Rayno Life Science Tools and Diagnostics Portfolio is up 12% YTD with big winners Celera up 31%, recently acquired by Quest Diagnostics (DGX), Cardiovascular Systems (CSII) up 32.5%,Exact Scientific (EXAS) up 42%, and GenProbe...
by Rod Raynovich | Apr 6, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, 2024-25 Life Science Portfolios, BIOgraph
11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD,...
by Rod Raynovich | Jan 15, 2009 | Biopharmaceuticals, Clinical Diagnostics and Tools
JPMorgan Healthcare Conference Monday briefing: Rod Raynovich Webcast at: https://events.jpmorgan.com Biotech Valuations at trough levels About 4000 attendees consisting of mutual and hedge fund investors,VC’s, Company executives and their PR legions registered the...
