Investors looking for good plays in the diagnostics space have some difficult choices to make. High-quality companies like Becton Dickinson (NYSE:BDX) or Trinity (NASDAQ:TRIB) don't come all that cheap, while others like LipoScience (NASDAQ:LPDX) have some serious issues to address. Cepheid (NASDAQ:CPHD) is definitely in that former camp, as the company's GeneXpert system is an excellent automated molecular diagnostics platform that has garnered leading share in hospital-acquired infections and continues to leverage new test launches.
Cepheid is expensive by almost any metric, but med-tech investors are willing to pay for growth and Cepheid's strong share and differentiated platform could yet attract strategic buyers. These shares are definitely vulnerable to any operational stumble,...
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