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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
  • Rayno Life Sciences: First Half Stock Performance Part 2-ILMN, SQNM 0 comments
    Jul 3, 2014 1:18 PM | about stocks: ILMN, PACB

    Rayno Diagnostics and Tools-Sequencing Rules

    Diagnostics and Tools stocks tracked biotech stocks during the huge moves in January/February and sold off until the April bottom. However stocks that are more revenue and earnings driven -Cardiovascular Systems(NASDAQ:CSII) and Quidel (NASDAQ:QDEL)- did not recover to new highs. Sequenom (NASDAQ:SQNM) is a leader in non-invasive pre-natal tests such as their Materni T21 test for women at risk.

    • Our top pick Illumina (NASDAQ:ILMN) is up 65% YTD.
    • Other top winners YTD: Sequenom (SQNM) up 66.2%, Exact Sciences (NASDAQ:EXAS) up 46.6%, Pacific Biosciences (NASDAQ:PACB) up 21.4% and Hologic (NASDAQ:HOLX) up 15.4%.
    • Top losers YTD: Quidel (QDEL) down 29%, Nanostring Technologies (NASDAQ:NSTG) down 14.4% and Cardiovascular Systems (CSII) down 7.2%. All of these stocks hit their highs in Q1 when many life science stocks peaked.
    2010-2014 OriginalPricePrice%Price% RETPrice'13%RETPrice'14% RET
    DX and ToolsRecomm Dec'10Ret1/2/132013Nov12.YTDJy1YTD 
                 
    AbaxisABAX2/2/091526.857937.836.735.45-4.45464.3 
    CardioV.SysCSII11/5/107.211.66631329.729.513531.8-7.2 
    CepheidCPHD10/23/1231  35.51341.972449.365.8 
    Exact SciEXAS12/10/105.65.986.8113611.528.7817.246.6 
    GenomicHGHDX2/26/1329  27.246.334.4526.527.86-4.8 
    GenProbeGPRO2/2/094558.3530acq      
    HologicHOLX*4/9/1322  20 20.512.525.815.4 
    IlluminaILMN2/2/092963.3411855.481.896.5273.6182.765 
    AlereALR2/2/092536.64619-17.733.5781.539.48.95 
    NeoGenNEOG7/2/102641.035845.648.846.783.2241.5-9 
    NanoStringNSTG11/21/1312new   11.3 14.8-14.4 
    QiagenQGEN3/15/102219.55-918.83622.9526.524.52.86 
    QuidelQDEL6/16/101214.451619.931.324.5531.521.9-29 
    PacificBioPACB6/11/145.3new     6.3521.4 
    ResponseGRGDX2/3/121.5  1.4-12.91.25-100.94-19 
    RocheHoldRHHBY1/30/1467new     37.36.2 
    SequenomSQNM11/18/093.88.031144.9310.82.29-51.43.8966.2 
    ThermoFishTMO**7/25/1254  6544.597.69531196.8 
    TrinityBioTRIB4/28/1425new     23.5-6.6 
    VermillionVRML5/15/132.5  1.37732.54922.6612.7 
                 
    *HOLX acq GPRO           
    **TMO acq LIFE           

    Disclosure: The author is long HOLX, RHHBY, PACB.

    Stocks: ILMN, PACB
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