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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 30 years executive experience including Abbott and JNJ and has been involved three successful start-ups. He has a B.S, from Penn State University and an MBA from... More
My company:
Raygent Capital
My blog:
  • Rayno Life Science Focus Stocks Part II-2013 Performance Diagnostics And Tools 0 comments
    Jan 1, 2014 2:38 PM | about stocks: ILMN, CSII, NSTG

    New Products for Molecular and Companion Diagnostics Drive Growth

    Rayno Life Science Big Winners-ALR, CSII, ILMN,TMO

    A diversified life science portfolio must include clinical diagnostics and tools stocks because of the synergies between therapy and diagnostics. 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) pending merger with ThermoFisher (NYSE:TMO) , are entering an explosive growth phase leading the way for new clinical applications in a new age of molecular medicine.

    Here is a brief review of our current focus stocks. Click on the link below for a more detailed review of picks.

    Rayno Diagnostics and Tools Stocks-Performance YTD

    Winners-Core Picks

    Cardiovascular Sciences (CSII $33) Up 163% YTD Cardiovascular medTech

    Illumina (ILMN $110.38) up 99% YTD NEW HIGH

    Alere (ALR $36) up 94.4% YTD Near 52 Week High

    ThermoFisher (TMO $110.7) up 73.5% YTD NEW HIGH

    Quidel ( QDEL $27.4) up 47% YTD

    Cepheid ($46) up 37.2% YTD

    Qiagen (QGEN $23.2) up 28% YTD

    Exact Sciences (EXAS $22.24) up 15.6% YTD

    Genomic Health (GHDX $29.85) up 9.6% YTD

    Abaxis (ABAX $39.61) up 6.8% YTD

    Neogen (NEOG $45.75) up 1% YTD

    Losers-Core Picks

    Sequenom (SQNM $2.30) down 51% YTD

    Response Genetics (RGDX $1.16) down 17% YTD


    New Picks-2013 Growth, Value and Turnaround Plays

    See background from November 14 post.

    NanoString (NSTG $16.4) Buy at $12 Up 25%

    Meridian (VIVO $26.35) Value Play at $25.5, pays 2.9% dividend.

    Hologic (HOLX $22.36) Restructuring play at $21.60.

    Luminex (LMNX $19.17) Turnaround candidate at $19.

    NanoSphere (NSPH $2.12) Turnaround and re-start candidate.

    Vermillion (VRML $2.51) Turnaround and restructuring candidate.

    Disclosure: I am long CSII, HOLX, NSTG, RGDX, SQNM, .

    Stocks: ILMN, CSII, NSTG
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