by Raynovich Rod | Aug 20, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Diagnostics Company Stocks Are Off Their 2013 Highs Life science tools and diagnostics stocks are near all time highs despite stretched valuations because of a strong secular biotech bull market and perceived synergy with biopharmaceuticals. Key themes are point of...
by Raynovich Rod | Aug 2, 2013 | Clinical Diagnostics and Tools
Interesting Companies and Updates from American Association of Clinical Chemistry (AACC) Trade Show Update #1 We spent two busy days attending this diagnostics and tools meeting and there was a good buzz with broad global attendance of about 17,000. There was a mix...
by Raynovich Rod | May 29, 2013 | Clinical Diagnostics and Tools
Rayno Diagnostics and Tools Portfolio Rayno Life Science top picks were up 20 to 53% beating the NASDAQ and S&P. Five new stocks were added in 2013: BG Medicine (BGMD), Genomic Health (GHDX), Hologic (HOLX), Vermillion (VRML). One major trend is larger cap...
by Raynovich Rod | May 15, 2013 | BIOgraph, Clinical Diagnostics and Tools
Biomarker Products for Cardiovascular Disease and Cancer This is the third article on Emerging Biomarker Companies. See 11/15/12 Update The synergies between diagnostics and drugs are growing as more treatment options require better data for cost-effective, targeted...
by Raynovich Rod | May 7, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Rayno Diagnostics and Tools-Awaiting Q1 Results Many Rayno Diagnostics and Tools stocks have made new highs recently despite the sector being less frothy than biopharmaceuticals. These stocks are more pinned to financial results and dependent on a steady stream of new...
by Raynovich Rod | Apr 4, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, BIOgraph, Macro
Biotechnology Sector Q2 2013- At All Time Highs The BTK and ETFs such as the IBB and XBI hit all time highs on April 2. Of course the current ramp cannot go on forever because money moves on, speculation ebbs and math intervenes. We have been picking biotech stocks...
by Raynovich Rod | Dec 3, 2012 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph, Clinical Diagnostics and Tools
Rayno Tools and Diagnostics Stocks Continue Rally Tools and Diagnostic stocks have been the laggards in the Rayno Life Sciences Portfolio compared to biopharmaceutical stocks. Selected stocks within the Rayno Portfolio have perked up and we suggest some rebalancing....
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 | 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 | 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...
