Rayno DX and Tools: Update on metrics and performance

Nov 26, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools

Pure Play Clinical Diagnostic Companies

Here is data on our  clinical diagnostics universe including Q3 revenues and earnings.

  • New buy is Cepheid (CPHD) under $32.
  • Sequenom is up 22% over 5 days
  • Turn-around plays are Alere (ALR), Qiagen(QGEN) and Response Genetics (RGDX)
  • Four companies on our list have been recently acquired
  • Growth and acquisition plays are: ABAX, CPHD, EXAS, NEOG, QDEL and SQNM.
Company Ticker Price RevEst Q3 Rev Price 2011 P/S PE PEG SE
May’11 2012 yr 2012 26-Nov Rev BV
GenProbe* GPRO 80 642 143 sold 66 576 5 64 1.9 700
Abaxis ABAX 28 183 44.3 36.8 155 4.4 35 2.6 160
Alere ALR 36 2,780 701.6 17.94 2,386 0.5 n/a 0.7 2,229
Cepheid CPHD 30.5 332 80.5 31.9 70.2 6.3 n/a n/a 230
ExactSci EXAS 4.12 1 9.5 4 152 n/a n/a 110.6
GenomHlth GHDX 25.85 236 49.8 28 206 3.6 116 n/a 147
Hologic HOLX 1,880 470 19.35 1,789 2.7 n/a 1 3,004
Immucor** BLUD 20.3 345 83.3 sold 27 n/a 5.5 21.2 2.2 n/a
Luminex LMNX 20 201 50 17.4 184 3.6 64.6 2.7 248
Meridian VIVO 23.4 190 41 20.45 160 4.4 28 1.3 141
Neogen NEOG 40.6 205 49.7 45.3 173 5.2 41 2 229
Orasure OSUR 86.5 21 7.76 82 4.9 n/a n/a 175
Qiagen QGEN 20 1,240 264 18.4 1,170 3.5 38.8 1.7 2,548
Quidel QDEL 14.55 145.4 33 17.4 158 4 n/a n/a 187
Resp Gene RGDX 2 18 5.4 1.08 22.6 1.6 n/a 1.1 -8
Sequenom SQNM 85.4 22.8 4.5 55.9 6.1 n/a n/a 75.6
SeraCare# SRLS 3.7 46.2 11 sold 4 43.5 1.8 36.3 n/a 40.3
Techne TECH 80.5 318 75 72 290 8.3 22.5 1.7 681
** sold for $1.97B to TBG Capital #sold for $80M
** sold for $3.7B to Hologic Names in BOLD are on focus list

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