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Rayno Life Sciences: First Half Stock Performance Part 2-ILMN, SQNM

|Includes:Illumina, Inc. (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   Original Price Price % Price % RET Price'13 %RET Price'14 % RET
DX and Tools Recomm   Dec'10 Ret 1/2/13 2013 Nov12. YTD Jy1 YTD  
                         
Abaxis ABAX 2/2/09 15 26.85 79 37.8 36.7 35.45 -4.45 46 4.3  
CardioV.Sys CSII 11/5/10 7.2 11.66 63 13 29.7 29.5 135 31.8 -7.2  
Cepheid CPHD 10/23/12 31     35.5 13 41.97 24 49.36 5.8  
Exact Sci EXAS 12/10/10 5.6 5.98 6.8 11 36 11.52 8.78 17.2 46.6  
GenomicH GHDX 2/26/13 29     27.24 6.3 34.45 26.5 27.86 -4.8  
GenProbe GPRO 2/2/09 45 58.35 30 acq            
Hologic HOLX* 4/9/13 22     20   20.51 2.5 25.8 15.4  
Illumina ILMN 2/2/09 29 63.34 118 55.4 81.8 96.52 73.6 182.7 65  
Alere ALR 2/2/09 25 36.6 46 19 -17.7 33.57 81.5 39.4 8.95  
NeoGen NEOG 7/2/10 26 41.03 58 45.6 48.8 46.78 3.22 41.5 -9  
NanoString NSTG 11/21/13 12 new       11.3   14.8 -14.4  
Qiagen QGEN 3/15/10 22 19.55 -9 18.8 36 22.95 26.5 24.5 2.86  
Quidel QDEL 6/16/10 12 14.45 16 19.9 31.3 24.55 31.5 21.9 -29  
PacificBio PACB 6/11/14 5.3 new           6.35 21.4  
ResponseG RGDX 2/3/12 1.5     1.4 -12.9 1.25 -10 0.94 -19  
RocheHold RHHBY 1/30/14 67 new           37.3 6.2  
Sequenom SQNM 11/18/09 3.8 8.03 114 4.93 10.8 2.29 -51.4 3.89 66.2  
ThermoFish TMO** 7/25/12 54     65 44.5 97.69 53 119 6.8  
TrinityBio TRIB 4/28/14 25 new           23.5 -6.6  
Vermillion VRML 5/15/13 2.5     1.37 73 2.54 92 2.66 12.7  
                         
*HOLX acq GPRO                      
**TMO acq LIFE                      
Click to enlarge

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

Stocks: ILMN, PACB