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 | May 2, 2013 | Clinical Diagnostics and Tools, Reading List
Genomic Health Up 5% on Higher Q1 Revenues An article in the New York Times today (May 2) by Gina Kolata reviewed studies that affirmed the genetic basis of cancer. Genetic analysis of hundreds of tumors for endometrial cancer and leukemias found patterns of genetic...
by Raynovich Rod | Apr 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
A Great Quarter for Many Tools and Diagnostic Stocks The tools and diagnostics sector usually underperforms biopharmaceuticals because the companies are more tethered to deal news and fundamentals. We will review our focus stocks below as Q1 earnings come in. NASDAQ...
by Raynovich Rod | Apr 9, 2013 | BIOgraph, Clinical Diagnostics and Tools
Hologic (HOLX) Offers Good Long Term Value We will add Hologic Inc. to our Diagnostics and Tools Portfolio. Prior to its acquisition by Hologic we had GenProbe Inc. on our focus list. Hologic (HOLX $21.70), Market Cap of $5.84B, offers good long term value with a...
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 | Mar 11, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
by Raynovich Rod | Feb 26, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Genomic Health-Good Long Term Value This looks like a good entry point for buying shares of Genomic Health (GHDX $28.50), a molecular diagnostic company focused on personalized medicine for cancer with its oncotype DX invasive breast cancer test.Yesterday the Company...
by Raynovich Rod | Jan 25, 2013 | Clinical Diagnostics and Tools
Bull Run Continues Except AAPL and GOLD: Every Pundit Seems Bullish on Stocks-Up 12% in 2 Months The green screen rules again today with most life science up and ETFs up 0.5%. Biopharma MO-vers are mostly up CELG GILD MDVN PCYC SGEN. We reiterated many buys in Q4 last...
by Raynovich Rod | Jan 3, 2013 | BIOgraph, Clinical Diagnostics and Tools
Rayno Diagnostics and Tools -Another Year of Outstanding Performance In a volatile year with a few earnings disappointments and the summer doldrums, the sector did quite well due to synergies with new drug therapies, technological innovation such as genomics and...
