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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:,Rayno Life Science
  • Molecular Diagnostic Stocks Outperform Up 15%+ In 2014  1 comment
    Jan 20, 2014 7:04 PM | about stocks: NSTG, ILMN, RGDX

    2014 J.P. Morgan Conference Update #5-Rayno Diagnostics and Tools Portfolio

    Performance among Clinical Diagnostics and Tools stocks was strong with many stocks beating the sector indices (NASDAQ:IBB) which were up 10-15%. Stock performance in 2014 will be more dependent on earnings and guidance although there is considerable sentiment carry-over from biotechnology and healthcare macro trends. Biopharmaceutical stocks are driven more by pipeline, clinical data and deal activity.

    Review the chart below and the last two columns give 2014 YTD performance. Columns three and four give original dates and prices of recommendations.

    Response Genetics (NASDAQ:RGDX) was up 42% but this is a volatile small cap stock, as is VRML up 19.5%.

    Illumina (NASDAQ:ILMN) was up 23.3% . Sequencing is a major tool for molecular medicine.

    Exact Sciences (NASDAQ:EXAS) was up 21.8 % anticipating Q2 2014 approval of their DNA colon cancer test.

    NanoString (NASDAQ:NSTG) was up 14.8% and was a new pick at $12 in November.

    Rayno DX and Tools Portfolio 2013- 2014 Stock Performance



    2010-2013 OriginalPricePrice%Price% RETPrice2013%RETPrice% RET
    DX and ToolsRecomm Dec'10Ret1/2/13201312-NovYTD1/20/14YTD 
    CepheidCPHD10/23/1231.4  35.51341.972448.334 
    Exact SciEXAS12/10/105.65.986.8113611.528.7814.3121.8 
    GenomicHGHDX2/26/1328.5  27.246.334.4526.532.511 
    GenProbeGPRO2/2/094558.3530acq   n/a  
    HologicHOLX*4/9/1321.6  20 20.512.522.581 
    NanoStringNSTG11/21/1312    11.3 19.814.8 
    ResponseGRGDX2/3/121.5  1.4-12.91.25-101.6542.1 
    ThermoFishTMO**7/25/1253.5  6544.597.6953115.94 
    VermillionVRML5/15/132.53  1.37732.54922.8219.5 
    *HOLX acq GPRO           
    **TMO acq LIFE           

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

    Additional disclosure: I am long Fidelity Select Biotechnology Fund (MUTF:FBIOX)

    Stocks: NSTG, ILMN, RGDX
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  • 212Greg
    , contributor
    Comment (1) | Send Message
    Can you do an update on RGDX plz?
    5 Feb 2014, 08:56 PM Reply Like
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