Rayno Life Sciences Portfolio Update: MITI, QGEN, SGEN
Life Science Stocks are Stable in a Choppy Market; Macro Is Dominating The NASDAQ market stabilized today (but down 0.54%) after a two day sell-off that brought the qqq down to $57.79 from the $59.50 level last Thursday.The market skittishness was primarily caused by increasing concern about...
NYT Article Raises Issues with Genomics Tests with Cancer Patients
A front page article in the New York Times today by Gina Kolata, “How Bright Promise in Cancer Testing Fell Apart”, chronicles a patient case study at Duke University about gene based tests for lung cancer. Additional commentary at other research institutions suggests that...
Rayno Life Science Portfolio Tools and Dx-Big Winners YTD: CRA,CSII,EXAS,GPRO
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 (GPRO) up 19.6%. In the news...
Rayno Life Science Portfolio Tools and Dx: Immucor (BLUD) Up 30% on Buyout
TPG Capital Offers $1.97B for diagnostic Company focused in blood donor screening. TPG Capital is a private equity firm with $48B in assets. Immucor was added to the Rayno Life Science Portfolio in April 2010 at a price of...
Rayno Life Science Portfolio 2011 H1 Update-Biopharm Big Winners:BIIB, CBST, REGN, SGEN
2011 A Huge Year for Life Science Investing As of mid-year the Rayno Life Science Biopharmaceutical Portfolio was up over 20% beating most ETF’s and Life Science mutual funds. Our two recommended biotech ETF’s for balancing and overweighting were FBT up 13.3% and IBB up 15.3%....
