Financial Review of Pure Play Clinical Diagnostic Companies
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 lately. Whale deal for 2012:...
Emerging Biomarker Diagnostics: BGMD and VRML
Early Stage Diagnostic Players With Novel Biomarkers We posted an overview on Seeking Alpha of two emerging diagnostic companies focused in novel clinical biomarkers which are FDA cleared. Products are now being launched with a revenue build expected by Q2 2012. As we get news and more...
Rayno Life Science Portfolio: 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: Celera, Immucor,...
Rayno Biopharma Portfolio Update: ALXN, BIIB, CBST,REGN, VPHM
We have updated our Rayno Biopharmaceuticals Portfolio with total returns from inception 3/9/09 to 3/30/12. Biggest winners are Alexion (ALXN) Biogen (BIIB) , Cubist (CBST), Regeneron (REGN) and Viropharma (VPHM)-all over 200%. Over the same period the IBB ETF was up 75%. Losers were Albany...
Rayno Life Science Portfolio: Alexion (ALXN), Response Genetics (RGDX)
Two Companies With Major Biotech Themes: Orphan Drugs (ALXN) and Targeted Cancer Therapy (RGDX) IBB ($122) Weak Down 1% - 52 Week High of $124 One of our Top Performers in the biopharmaceutical sector Alexion (ALXN $89) took a hit this week and down over 3% today on volume of 2.7M shares, on an...