by Rod Raynovich | Jul 30, 2010 | 2024-25 Life Science Portfolios, BIOgraph
The intersection of good earnings and a strong AACC showing boosted Diagnostic stocks this week with the following big movers today on earnings reports: Abaxis (ABAX) $20.81 up $13.7%,GenProbe (GPRO) $45.85 up 8.14%,Neogen (NEOG) $29.85 up 3.4% and Quidel (QDEL)...
by Rod Raynovich | Jul 29, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Here are some brief notes from our visit to the AACC in Anaheim and recent earnings reports. Rayno Diagnostic and Tools Portfolio Abaxis (ABAX)-under review- and Quidel (QDEL) report today.We added Quidel to our model portfolio on 6/16 at $12.40.The stock is trading...
by Rod Raynovich | Jul 26, 2010 | 2024-25 Life Science Portfolios, BIOgraph
The July 25-29 AACC (American Association of Clinical Chemistry) Meeting in Anaheim will have close to 20,000 clinical lab professionals and over 500 exhibitors . A stock rally in the sector was ignited last week by earnings announcements from four major mid-cap...
by Rod Raynovich | Jul 23, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Good financials have perked up interest is mid-cap Diagnostics companies that released results today. Immucor (BLUD) a global leader in automated analysis of blood transfusion systems had revenue of $82.9M up 5% from prior year quarter with diluted earnings of $0.30...
by Rod Raynovich | Jul 21, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Gilead (GILD) has finally caught some bids today up 0.5% on a volume of 23M (Ave. volume 12M) shares! Among the supporters of the stock are Leerink Swann who maintain their “Market Outperform” and price target of low 40’s and JPMorgan who reiterate...
by Rod Raynovich | Jul 20, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Gilead (GILD) Down on Missed Estimates-Is the Worst Finally Over for the Stock? Despite its stock being down over 30% from Q1 highs and earnings downgrades in April as a fallout from healthcare reform, the Company still disappoints Wall Street with Net Income of...
by Rod Raynovich | Jul 8, 2010 | BIOgraph, Macro
The story below published in the June 25 NYT merits further development. We are compiling data on other successful University start-ups and incubators such as the M.I.T deals in the article. The boom in campus incubators with a focus on commercializing inventions and...
by Rod Raynovich | Jul 8, 2010 | Macro
The trading mentality and derivatives debacle that infected our financial system has impacted the financial health of hospitals. Who knew hospital management could do interest- rate swaps? They got crushed and now they are suing Wall Street firms. See WSJ story...
by Rod Raynovich | Jul 6, 2010 | 2024-25 Life Science Portfolios, BIOgraph
But Path to Market is Still Rife with Hurdles Convergence of Genomics and Medicine At the 2010 BIO Conference in Chicago with about 15,000 attendees there were ten Breakout Sessions on Biomarkers (BM) encompassing Intellectual Property, commercialization,...
