Clinical Diagnostics Stocks Sell-Off on Cepheid (CPHD $33.25) Guidance Cut
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 range of $333-347M. Revenue for Q2...
Rayno Life Science Portfolio: Huge Year for Diagnostics and Tools Stocks
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 a big role and over the...
Emerging Biomarker Face-Off: BGMD vs VRML
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) and Vermillion (VRML). Here...
Rayno Biopharmaceuticals Portfolio Winners July ’12 YTD: ALXN,IMGN,PCYC,REGN,SGEN Etc.
Biotechnology Sector Remains Strong Despite High Valuations The Rayno Biopharmaceuticals Portfolio is outperforming most of the biotech indices and ETF's with many winners over 50% YTD. The best trade for June was long Pharmacyclics (PCYC) and short Medivation(MDVN) for a net profit of 51%. In...
Supreme Court Obamacare Ruling: Mixed Reaction For Healthcare Stocks- Update 1 Market Soars
Update 1 Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today's trading and our take: Biotechnology: Stocks have resumed their...