Aside from near-term bumpiness, we think Idexx is barking up the right tree.
The firm's blood screening segment has faltered recently as currency head winds and supply chain issues weigh on revenue growth. If sales of this high-margin business continue to decline, Gen-Probe's profitability could suffer.Gen-Probe faces competition from larger companies with greater
Affymetrix has faced pricing pressure on its consumables and instruments in 2009. The firm may have to cut prices in the future to maintain or gain market share, which could hurt margins.Without a device in the sequencing market, Affymetrix has missed out on a high-growth research area. Dependence
Myriad Genetics has dug a narrow moat around its highly profitable diagnostics business.
Human Genome Sciences HGSI reported positive results Nov. 2 for the second Phase III trial for its lupus drug Benlysta. As a result, we are raising our fair value estimate for the firm as we raise our approval probability for the drug, which increases the fair value estimates of our scenarios, and
AMAG Pharmaceuticals AMAG reported third-quarter results Thursday that included the commercial launch of Feraheme (ferumoxytol). Feraheme generated $2.9 million of the $3 million in total revenue for the quarter, and AMAG recorded an additional $11.5 million in deferred revenue. We think this ...