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Rayno Life Science Focus Stocks Part II-2013 Performance Diagnostics And Tools

|Includes: CSII, Illumina, Inc. (ILMN), 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, .