by Raynovich Rod | Sep 10, 2014 | 2024 Rayno Biopharmaceuticals Portfolio
Update -1 Choppy Market Continues..Faux Rally on Wednesday? NASDAQ at 4561 Down 0.66% 1-Reiterate profit taking in Achillion (ACHN), Exact Sciences (EXAS) and Illumina (ILMN). 2-XBI treading water at 160 since August 26. Bull market intact. 3-Recent early August new...
by Raynovich Rod | Aug 29, 2014 | Biopharmaceuticals, Clinical Diagnostics and Tools, Life Science ETF's and Mutual Funds
As we move into a heavier trading period watch your portfolio for changes as volume picks up. Here are some of our long term portfolio winners where you can take profits: Exact Sciences (EXAS) short squeeze took it to $22. Illumina (ILMN) triple to at $180. Here are a...
by Raynovich Rod | Jul 29, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Update -2 Aug. 1 Draft Guidance on LDTs Coming from FDA in 60 Days: Tests Must Be Validated More regulation coming means greater development costs and potential time delays for clinical tests in development and currently marketed as LDTs . Presumably LDT tests will be...
by Raynovich Rod | Jul 3, 2014 | Biopharmaceuticals
Rayno Diagnostics and Tools-Sequencing Rules Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(CSII) and...
by Raynovich Rod | Jun 4, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Clinical Diagnostic Stocks Were Hit By Bio-Bubble or Revenue Miss Potential upside in EXAS, NSTG and NEOG all are Rayno Dx and Tools picks. With “momentum trading” days over for now, revenue growth is the focus. Companies with disappointing Q1 revenues:...
by Raynovich Rod | May 22, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Update 11/24/14 Clinical Diagnostics and Tools Stocks Review Performance YTD and compared to 11/13 YTD Top winners YTD are: EXAS 104%, ILMN 71.4%, ABAX 36.8% Top Losers YTD are: NSTG 16.6%, RGDX 54%, VRML 30.9% but all were good trades. IWM at $117.4 See Performance...
by Raynovich Rod | Apr 28, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Trinity Biotech (TRIB $24.90), a Buy Around $25 Barrons published an article over the weekend recommending Trinity Biotech plc, an Irish diagnostic Company focused in point of care (POC) and clinical laboratory diagnostic tests. We agree with the article and will...
by Raynovich Rod | Apr 3, 2014 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Caution As Life Science Stocks Are Consolidating Life science stocks had a wild roller coaster ride in 2014 with many stocks peaking around March 1. Momentum and cult stocks in our portfolio still had a good quarter with the following top winners: Illumina (ILMN) up...
by Raynovich Rod | Feb 3, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
Molecular Diagnostics and Sequencing Technologies Are Big Winners in January 2014 But Recent Two Day Sell-Off Has Done Damage To Many Stocks Diagnostic stocks were a sea of red today after a huge January driven by growth expectations from new products and platform...
by Raynovich Rod | Jan 31, 2014 | 2024 Rayno Tools and Diagnostics Portfolio
A Few Winners on A Weak Day-IBB ($247.80) Down 1.22% Slightly Off Highs of $254. Two of Our Best DX Picks Have Been Cepheid and Illumina Cepheid (CPHD $53) up 12% on 20% Q4 Revenue Gains . Full year revenues were $401.3 with a net loss of $18M. Illumina (ILMN...