by Raynovich Rod | Nov 15, 2012 | BIOgraph, Clinical Diagnostics and Tools
Response Genetics (RGDX) Offers Good Value and Is Positioned For Revenue Growth In April we compared two emerging companies focused in biomarker diagnostics, BG Medicine, Inc. and Vermillion, Inc. offering a challenge to readers as to which stock would be the winner...
by Raynovich Rod | Oct 2, 2012 | BIOgraph, Clinical Diagnostics and Tools
Molecular Plays Lead Rayno Dx Focus Stocks Up Illumina (ILMN) rose 4.5% today on “talk” that Roche will increase its buyout offer to $60. Roche told Bloomberg that it does not comment on rumors. Illumina was added to the Rayno Portfolio in 2/2/09 at a...
by Raynovich Rod | Aug 21, 2012 | Clinical Diagnostics and Tools
Vermillion (VRML) stock outperforming BG Medicine (BGMD) YTD and Past Month Response Genetics thrown into the mix We have dropped the term “Face-Off” due to negative connotations of the “Face-” part. Here is an update since our last post on...
by Raynovich Rod | Jul 13, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
2012: Four Big Winners Up 30-40% in DX and Tools Portfolio: ABAX, EXAS, GPRO, ILMN In a volatile year with dire macro news and low growth forecasts the NASDAQ was up 10 % YTD and the Rayno Life Science Portfolio had its best year since 2010. M&A continues to play...
by Raynovich Rod | Jul 6, 2012 | BIOgraph, Clinical Diagnostics and Tools
Vermillion Stock Outperforms BG Medicine Since April 3 On 4/3/12 we posted the biomarker challenge featuring two emerging public companies that have approved diagnostic products. In a few weeks we will have Q2 financial data on these two companies BG Medicine (BGMD)...
by Rod Raynovich | Jun 6, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Speculation in small cap biopharmaceutical stocks has peaked and we urged weeks ago to raise cash positions to 10-15%. The ASCO “sell on the news effect” has continued today with some high fliers off significantly: Exelixis (EXEL $8.95) is off 18% after...
by Rod Raynovich | May 24, 2011 | BIOgraph
The Life Science market consolidation trend continued today as Nestle SA acquires privately held Prometheus Laboratories, Inc. of San Diego,CA for about $567M according to a Bloomberg story although the price was not disclosed. Other stories put the price closer to...
by Rod Raynovich | May 19, 2011 | 2024-25 Life Science Portfolios, BIOgraph
But ThermoFisher (TMO $65.12) is Up 3.78% on Volume of 3.2M Shares GenProbe (GPRO $84.10) down 2.9% sold off some of of the speculative gains from yesterday after ThermoFisherScientific (TMO) announced it was buying Phadia, a privately held Swedish diagnostic Company...
by Rod Raynovich | May 10, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Deals Are Bullish for the Market Yesterday’s Alkermes (ALKS) deal with Elan (ELN) supports the major M&A trend in the life science market. Timing is everything in a hot market. The rationale for the current M&A activity is: technologies and pipeline fit...
by Rod Raynovich | May 11, 2010 | RAG
Response Genetics(RGDX) announced a deal today for a non-exclusive license to provide GlaxoSmithKline (GSK) with certain rights to proprietary BRAF mutational analysis technology in human tumor samples. The BRAF gene encodes a protein involved in cell signaling and...
