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Rod Raynovich
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Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a... More
My company:
Raygent Capital
My blog:
Raygent.com,Rayno Life Science
  • Life Science Stocks Boosted By Genomic Technologies And New Diagnostic Products  0 comments
    Nov 14, 2013 12:46 PM | about stocks: CSII, ALR, ILMN, TMO

    Rayno Diagnostics and Tools Focus Stocks: 2013 Performance YTD

    A diversified life science portfolio must include clinical diagnostics and tools stocks because the synergies between therapy and diagnostics have never been stronger. Breakthroughs in molecular diagnostics for personalized medicine, genetic testing and infectious diseases are driving new product cycles for timely, more cost effective therapies. Sequencing tools from companies like Illumina (NASDAQ:ILMN) and Life Technologies (NASDAQ:LIFE) are entering an explosive growth phase leading the way for new clinical applications in a new age of molecular medicine.

    In addition to the genomics breakthroughs and new product trends there is always an M&A possibility with these stocks. Look at our previous picks with five buyouts.

    Top Winners YTD

    Cardiovascular Systems, Inc. (NASDAQ:CSII) up 135%. Revenues growing 28%-interventional treatments for vascular disease.

    Alere, Inc. (NYSE:ALR) Up 81% . Turnaround value play still trading at 1X sales in rapid diagnostics and solutions.

    Illumina, Inc. (ILMN) Up 73.6%. Momentum play beats top and bottom line. Company in arrays and sequencing.

    ThermoFisher Scientific (NYSE:TMO) Up 53%. Leading growth Company in tools, diagnostics and services.Busy with M&A.

    Quidel Corp (NASDAQ:QDEL) Up 31.5% small cap growth in rapid diagnostics solutions.

    Top Losers YTD

    Sequenom, Inc.(NASDAQ:SQNM) Down 51% volatile stock in genetic analysis, patent issues with prenatal testing platform.

    Response Genetics, Inc. (NASDAQ:RGDX) Down 10% on disappointing sales growth with oncology tests.

    Abaxis, Inc. (NASDAQ:ABAX) Down 5% on disappointing earnings and sales.

    Look at laggards Hologic (NASDAQ:HOLX) and Qiagen (NASDAQ:QGEN) for new buys.They are both mid-cap companies with growth potential.

    New Long Ideas

    We are giving you a "heads-up" on four new trading ideas. We know all of these companies but need to do a little more work on entry price, financials and technicals. These stocks can be volatile and some have already run up. Each of these companies has unique strengths. We will provide a sketch of each Company and rationale for investment: Luminex (LMNX $19), Meridian Bioscience (VIVO $25.5), Nanosphere (NSPH $2.15) and NanoString (NSTG $11.3).

    Luminex and Meridian are small cap value ; Nanosphere is a turnaround; Nanostring is a recent IPO and early stage growth.

     

     

    2010-2013 OriginalPricePrice%PricePrice% RETPrice%RETPrice%RET 
    DX and ToolsRecomm Dec'10Ret10/2/121/2/131 yrJy1YTD12-NovYTD 
                  
    AbaxisABAX2/2/091526.97937.937.836.748.3630.435.45-4.5 
    CardioV.Sys.CSII11/5/107.1511.76311.451329.721.2969.629.5135 
    CeleraCRA3/28/1076.318acquired      
    CepheidCPHD10/23/1231.4   35.51334.722.5441.9724 
    Exact SciEXAS12/10/105.65.986.811.36113614.4436.411.528.78 
    GenomicHGHDX2/26/1328.5NEW  27.246.332.8520.634.4526.5 
    GenProbeGPRO2/2/094558.43082.55acquired     
    HologicHOLX4/9/1321.6NEW  20 19.57-2.220.512.5 
    IlluminaILMN2/2/092963.311851.255.481.876.2737.296.5273.6 
    ImmucorBLUD4/5/102019.80acquired      
    AlereALR2/2/092536.64619.6419-1825.0535.433.5781.5 
    MicroFluidicsMFLU7/6/100.771.3474acquired      
    NeoGenNEOG7/2/1026415842.845.648.856.4124.546.783.22 
    QiagenQGEN3/15/1021.519.6-91918.83620.0510.522.9526.5 
    QuidelQDEL6/16/1012.414.51618.6519.931.326.4541.724.5531.5 
    ResponseGRGDX2/3/121.5  1.31.4-131.529.351.25-10 
    SequenomSQNM11/18/093.758.031143.54.9310.84.3-7.62.29-51 
    SeraCareSRLS11/18/092.754.7573acquired      
    ThermoFishTMO7/25/1253.5  59.46544.586.3535.497.6953 
    VermillionVRML5/15/132.53NEW  1.37732.651012.5492 
                  
    New Ideas             
    LuminexLMNX 19          
    MeridianBioVIVO 25.5          
    NanosphereNSPH 2.17          
    NanostringNSTG 11.3          
                  

    Disclosure: I am long CSII, CPHD, RGDX, NSPH.

    Stocks: CSII, ALR, ILMN, TMO
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