Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM.
New Highs in Q1: ABAX, NEOG, QDEL, TMO
Company | Ticker | Price | Rev | Q4 Rev | Price | 2011 | P/S | PE | PEG | SE | Mcap | |
May’11 | 2012 yr | 2012 | 21-Mar | Rev | P/B | $B | ||||||
GenProbe* | GPRO | 80 | 642 | 143 | sold 66 | 576 | 5 | 64 | 1.9 | 700 | ||
Abaxis | ABAX | 28 | 179 | 49.8 | 46.6 | 155 | 5.8 | 41 | 2.8 | 6.22 | 1 | |
Alere | ALR | 36 | 2,710 | 755.8 | 24 | 2,386 | 0.5 | n/a | n/a | 1 | 1.94 | |
Cepheid | CPHD | 30.5 | 331 | 92.4 | 37.4 | 70.2 | 7.7 | n/a | n/a | 10.23 | 2.55 | |
ExactSci | EXAS | 4.15 | 1 | 10 | 4 | 152 | n/a | n/a | 6.3 | 0.63 | ||
GenomHlth | GHDX | 25.85 | 236 | 60.4 | 27.9 | 206 | 3.7 | 107 | 3 | 6.8 | 0.86 | |
Hologic | HOLX | 2,160 | 631.4 | 22.1 | 1,789 | 2.8 | n/a | n/a | 2 | 5.98 | ||
Immucor** | BLUD | 20.3 | 345 | 83.3 | sold 27 | n/a | 5.5 | 21.2 | 2.2 | n/a | ||
Luminex | LMNX | 20 | 202.6 | 55.5 | 17.1 | 184 | 3.5 | 57 | 1 | 2.74 | 0.71 | |
Meridian | VIVO | 23.4 | 178.63 | 45.4 | 22.61 | 160 | 5.3 | 26.7 | 1.7 | 6.82 | 0.94 | |
Neogen | NEOG | 40.6 | 193.9 | 50.7 | 49 | 173 | 6 | 47.9 | 2.6 | 4.95 | 1.18 | |
Orasure | OSUR | 89.37 | 22.1 | 5.72 | 82 | 3.6 | n/a | n/a | 1.86 | 0.32 | ||
Qiagen | QGEN | 20 | 1,250 | 346.5 | 20.46 | 1,170 | 3.9 | 38.5 | 3.6 | 2 | 4.92 | |
Quidel | QDEL | 14.55 | 155.7 | 53.9 | 23.33 | 158 | 5 | 168 | 9.6 | 3.95 | 0.79 | |
Resp Gene | RGDX | 2 | 18.13 | 5.5 | 1.28 | 22.6 | 2.3 | n/a | n/a | n/a | 0.04 | |
Sequenom | SQNM | 71.5 | 33.7 | 4.23 | 55.9 | 6.8 | n/a | n/a | 10 | 0.49 | ||
SeraCare# | SRLS | 3.7 | 46.2 | 11 | sold 4 | 43.5 | 1.8 | 36.3 | n/a | 40.3 | ||
Techne | TECH | 80.5 | 312.4 | 75 | 66.9 | 290 | 7.9 | 22.6 | 2.3 | 3.57 | 2.48 | |
** sold for $1.97B to TBG Capital | #sold for $80M | |||||||||||
** sold for | $3.7B to Hologic | Names in BOLD are on focus list | ||||||||||