by Raynovich Rod | Sep 6, 2016 | Clinical Diagnostics and Tools
M&A Deal of the Day: Cepheid (CPHD) up 50% Over Friday Close on Cash Buyout We have been spending too much time on biopharma. It is time to dust off our Dx and Tools portfolio, which is on hold, and find some value stocks for Q4 moves. We did an update in Q4 of...
by Raynovich Rod | Jun 2, 2016 | Clinical Diagnostics and Tools
Update -1 NH closes at $18.59 up 32.79% on volume of 3.3M shares. High was $21 low was $16.11. Market cap is $2.1B. Focus of the Company is personalized healthcare utilizing a unique software platform (NantOS) applying molecular diagnostics and genomics on patient...
by Raynovich Rod | Apr 4, 2016 | Biopharmaceuticals
Roche/Genentech Has a Strong Pipeline in Diagnostics and Therapeutics to Drive Moderate Growth in 2016 New Stock Pick: Roche Holding (OTCQX:RHHBY) $30.36 Over the past 3 months we recommended several new buys for the Rayno Biopharma Portfolio emphasizing moderate...
by Raynovich Rod | Jan 13, 2016 | 2023-24 Life Science Portfolios, Clinical Diagnostics and Tools
Green Screen Alert Market Update…IBB up 4% today erasing most of Wednesday’s Losses but we are still down 13.86% for the five day period. Nasdaq rallied 1.97%. Rayno Biopharma top winners: ABBV up 6.56%, ALXN up 5.93%, AMGN up 5.29%,BIIB up 4.98%, REGN up...
by Raynovich Rod | Nov 19, 2015 | 2023-24 Life Science Portfolios, 2024 Rayno Biopharmaceuticals Portfolio, 2024 Rayno Tools and Diagnostics Portfolio
Update-1 Rayno Recap for week of 11/20/15 IBB up 3.04%, XBI up 1.92%, XLV up 2.82% Notable Small Cap Winners Curis (CRIS) up 4.13%, Fibrocell Sciences (FCSC) up 3.42%, Geron (GERN) up 4.82%, Ignyta (RXDX) up 37.39%, and Ocera Therapeutics (OCRX) up 5.31%. Notable...
by Raynovich Rod | Nov 5, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Looking for Value in a Slow Growth Market Life Science stocks took a big hit over the past summer and many have not fully recovered.The important metric to watch is sales growth because many of the smaller cap companies are still lagging in earnings growth so the PE...
by Raynovich Rod | Oct 27, 2015 | Biopharmaceuticals
10/29/15 Update Large Cap Biotechs Update Amgen (AMGN) Revenues Grow 14%, beats street. 2016 Revenues guided to ~$22B, flattish revenue growth with higher EPS $10.35-$10.75. 2015 PEG=1.80, P/S=5.94, Div. 1.94% Rayno Biopharmaceutical Portfolio Large Caps up 2.6% YTD,...
by Raynovich Rod | Jun 11, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
New technologies in diagnostics and tools are driving growth: NexGen sequencing, molecular and “point-of-care” testing platforms and veterinary testing. M&A and consolidation should continue. The sector is a laggard due to slowing sales and earnings...
by Raynovich Rod | Mar 12, 2015 | 2024 Rayno Tools and Diagnostics Portfolio, Biopharmaceuticals
Diagnostic Stocks rally with NASDAQ and Small Caps -IWM Up 1.66% Life Science Tools and Diagnostics stocks are a tad off their one year highs hit by dollar strength and disappointing revenue growth in some cases. Sequencing stocks were big winners but sold off after...
by Raynovich Rod | Feb 24, 2015 | 2024 Rayno Tools and Diagnostics Portfolio
Valuation Does Matter If Revenue Growth Slows Last week we posted a YTD summary of our diagnostics and tools focus stocks. Three stocks that are up over one year but have been weak in 2015. We said that revenue guidance and technicals will be important for: Exact...