Healthcare

Diagnostics and Life Science Tools.  The Medical Diagnostic and Life Science Tools industry consists of companies that design, manufacture and distribute diagnostic products to the medical, veterinary and food/animal safety markets. Our focus is on emerging diagnostic technologies in fields of molecular diagnostics, immunodiagnostics and clinical chemistry. It is our belief that diagnostics will play an increasingly important role in healthcare looking forward with increased focus on catching diseases early in the disease state to reduce costs. Additionally, we believe the personalized medicine movement is only in its infant stages, and in the future, we feel therapeutic decisions will be custom-tailored to the individual to best fit the individual patient’s genetic makeup. We look to cover companies that support these emerging trends, which we believe have the potential to revolutionize the way medicine is practiced. Additionally, we look for companies with strong fundamentals including solid management, large market opportunities, strong intellectual property positions and innovative/value adding products.

Analysts:
Scott Gleason: Bio
 Associates:
Trey Cobb: Bio

Companies

Abaxis, Inc.CepheidCerus Corp.
EXACT Sciences Corp.Gen-Probe Inc.Genomic Health, Inc.
Haemonetics Corp.IDEXX Laboratories, Inc.IRIS International
Luminex Corp.MELA Sciences, Inc.Myriad Genetics, Inc.
Nanosphere, Inc.Neogen Corp.OraSure Technologies, Inc.
Quidel Corp.Sequenom, Inc.VCA Antech, Inc.
Vermillion, Inc.
Diagnostics and Life Science Tools Valuation Table (05/21/2012)
Diagnostics and Life Science Tools Valuation Table (05/14/2012)
Benign Result From Distribution Changes Not Necessarily In the Cards (04/24/2012)
Diagnostics and Life Science Tools Valuation Table (04/23/2012)
Diagnostics and Life Science Tools Valuation Table (04/18/2012)
Diagnostics and Life Science Tools Valuation Table (04/09/2012)
Diagnostics and Life Science Tools – Short Interest Charts (04/02/2012)
Diagnostics and Life Science Tools Valuation Table (04/02/2012)
Diagnostics and Life Science Tools Valuation Table (03/26/2012)
Diagnostics and Life Science Tools Valuation Table (03/12/2012)
Diagnostics and Life Science Tools Valuation Table (03/05/2012)
Diagnostics and Life Science Tools Valuation Table (02/28/2012)
Diagnostics and Life Science Tools Valuation Table (02/21/2012)
Diagnostics and Life Science Tools Valuation Table (02/13/2012)
Diagnostics and Life Science Tools Valuation Table (02/06/2012)
Diagnostics and Life Science Tools Valuation Table (01/30/2012)
Diagnostics and Life Science Tools Valuation Table (01/23/2012)
Diagnostics and Life Science Tools – Short Interest Charts (01/23/2012)
Vet Survey Points to Improving Macro Environment (01/20/2012)
Takeaways From NAVC (01/19/2012)
Diagnostics and Life Science Tools Valuation Table (01/03/2012)
Stephens to Host Titans of Molecular Diagnostics Conference Call (12/13/2011)
Diagnostics and Life Science Tools Valuation Table (12/12/2011)
Diagnostics and Life Science Tools Valuation Table (11/28/2011)
Diagnostics and Life Science Tools Valuation Table (11/22/2011)
Diagnostics and Life Science Tools – Short Interest Charts (11/21/2011)
Diagnostics and Life Science Tools Valuation Table (11/16/2011)
Diagnostics and Life Science Tools Valuation Table (11/01/2011)
Diagnostics and Life Science Tools Valuation Table (10/10/2011)
Diagnostics and Life Science Tools Valuation Table (10/05/2011)
Diagnostics and Life Science Tools – Short Interest Charts (09/28/2011)
Diagnostics-Lab Services/Equipment Valuation Table (09/27/2011)
IDXX/WOOF Initiation of Coverage (09/21/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (09/21/2011)
Diagnostics-Lab Services/Equipment Valuation Table (09/19/2011)
Diagnostics-Lab Services/Equipment Valuation Table (09/12/2011)
Diagnostics-Lab Services/Equipment Valuation Table (09/07/2011)
Diagnostics-Lab Services/Equipment Valuation Table (08/31/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (08/31/2011)
Diagnostics-Lab Services/Equipment Valuation Table (08/22/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (08/18/2011)
Diagnostics-Lab Services/Equipment Valuation Table (08/16/2011)
Diagnostics-Lab Services/Equipment Valuation Table (08/08/2011)
Diagnostics-Lab Services/Equipment Valuation Table (08/02/2011)
FDA Looks Like It Is Serious On LDTs This Time; Draft Guidance Coming (07/22/2011)
Diagnostics-Lab Services/Equipment Valuation Table (07/18/2011)
CMS Public Meeting Yields Less Clarity on Reimbursement Path Going Forward (07/18/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (07/15/2011)
Diagnostics-Lab Services/Equipment Valuation Table (07/11/2011)
AACC Booth Tour/Dinner (07/06/2011)
Diagnostics-Lab Services/Equipment Valuation Table (07/05/2011)
Diagnostics-Lab Services/Equipment Valuation Table (06/27/2011)
Short Interest Charts (06/27/2011)
Diagnostics-Lab Services/Equipment Valuation Table (06/20/2011)
Diagnostics-Lab Services/Equipment Valuation Table (06/15/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (06/15/2011)
Diagnostics-Lab Services/Equipment Valuation Table (06/06/2011)
Diagnostics-Lab Services/Equipment Valuation Table (05/31/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (05/31/2011)
Diagnostics-Lab Services/Equipment Valuation Table (05/23/2011)
Diagnostics-Lab Services/Equipment Valuation Table (05/17/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (05/02/2011)
Diagnostics-Lab Services/Equipment Valuation Table (05/02/2011)
Diagnostics-Lab Services/Equipment Valuation Table (04/25/2011)
Valuation Table (04/18/2011)
Diagnostics-Lab Services/Equipment Valuation Table (04/12/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (03/25/2011)
Diagnostics-Lab Services/Equipment Valuation Table (03/22/2011)
Diagnostics-Lab Services/Equipment Valuation Table (03/14/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (02/28/2011)
Diagnostics-Lab Services/Equipment Valuation Table (02/07/2011)
Diagnostics-Lab Services/Equipment Valuation Table (02/02/2011)
Diagnostics-Lab Services/Equipment – Short Interest Charts (01/27/2011)
Diagnostics-Lab Services/Equipment Valuation Table (01/24/2011)
Diagnostics-Lab Services/Equipment Valuation Table (01/10/2011)
Diagnostics-Lab Services/Equipment Valuation Table (12/21/2010)
Valuation Table (12/13/2010)
Valuation Table (12/06/2010)
Diagnostics-Lab Services/Equipment Valuation Table (11/29/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (11/26/2010)
Diagnostics-Lab Services/Equipment Valuation Table (11/23/2010)
Diagnostics-Lab Services/Equipment Valuation Table (11/15/2010)
Diagnostics-Lab Services/Equipment Valuation Table (11/09/2010)
Diagnostics-Lab Services/Equipment Valuation Table (11/02/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (10/28/2010)
Diagnostics-Lab Services/Equipment Valuation Table (10/26/2010)
Diagnostics-Lab Services/Equipment Valuation Table (10/20/2010)
Diagnostics-Lab Services/Equipment Valuation Table (10/06/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (09/27/2010)
Valuation Table (09/27/2010)
Valuation Table (09/21/2010)
Recent M&A Supports Thesis That Labs Are Undervalued (09/15/2010)
Diagnostics-Lab Services/Equipment Valuation Table (09/14/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (09/14/2010)
Diagnostics-Lab Services/Equipment Valuation Table (09/08/2010)
Valuation Table (08/30/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (08/25/2010)
Diagnostics-Lab Services/Equipment Valuation Table (08/24/2010)
Valuation Table (08/16/2010)
Valuation Table (08/09/2010)
Mini-Survey at AACC Shows FY11 Lab Budgets Likely Improving (08/03/2010)
Diagnostics-Lab Services/Equipment Valuation Table (08/02/2010)
Valuation Table (07/19/2010)
Stephens to Host AACC Booth Tour (07/13/2010)
Diagnostics-Lab Services/Equipment Valuation Table (07/12/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (07/06/2010)
Diagnostics-Lab Services/Equipment Valuation Table (07/06/2010)
Diagnostics-Lab Services/Equipment Valuation Table (07/01/2010)
Diagnostics-Lab Services/Equipment Valuation Table (06/24/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (06/16/2010)
Diagnostics-Lab Services/Equipment Valuation Table (06/15/2010)
Diagnostics-Lab Services/Equipment Valuation Table (06/07/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (05/27/2010)
Diagnostics-Lab Services/Equipment Valuation Table (05/24/2010)
Diagnostics-Lab Services/Equipment Valuation Table (05/17/2010)
Diagnostics-Lab Services/Equipment Valuation Table (05/12/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (05/12/2010)
Diagnostics-Lab Services/Equipment Valuation Table (05/03/2010)
Diagnostics-Lab Services/Equipment Valuation Table (04/26/2010)
Diagnostics-Lab Services/Equipment Valuation Table (04/19/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (04/13/2010)
Diagnostics-Lab Services/Equipment Valuation Table (04/12/2010)
Diagnostics-Lab Services/Equipment Valuation Table (04/05/2010)
Diagnostics-Lab Services/Equipment Valuation Table (03/29/2010)
Diagnostics-Lab Services/Equipment Valuation Table (03/22/2010)
Diagnostics-Lab Services/Equipment Valuation Table (03/15/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (03/10/2010)
Diagnostics-Lab Services/Equipment Valuation Table (03/08/2010)
Jobs Bill Passed Late Tuesday Included Important Extensions for CLRT/GXDX (03/04/2010)
Diagnostics-Lab Services/Equipment Valuation Table (03/01/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (02/26/2010)
Diagnostics-Lab Services/Equipment Valuation Table (02/22/2010)
Diagnostics-Lab Services/Equipment – Short Interest Charts (02/10/2010)
Diagnostics-Lab Services/Equipment Valuation Table (02/08/2010)
Diagnostics-Lab Services/Equipment Valuation Table (02/02/2010)
Diagnostics-Lab Services/Equipment Valuation Table (01/25/2010)
Diagnostics-Lab Services/Equipment Valuation Table (01/19/2010)
Diagnostics-Lab Services/Equipment Valuation Table (01/11/2010)
Diagnostics-Lab Services/Equipment Valuation Table (01/04/2010)