Mr. Khurshid: I cover the diagnostics or medical diagnostics and life sciences sectors. And in the diagnostics area, I cover Cepheid (CPHD); I cover Inverness Medical Innovations (IMA); I cover Quidel (QDEL); I cover Meridian Bioscience (VIVO); I cover Gen-Probe (GPRO); I cover Sequenom (SQNM); I cover Genoptix (GXDX) and Response Genetics (RGDX). And I was covering Monogram Bioscience (MGRN), but they recently were acquired by LabCorp (LH). This is on the diagnostic side. And then I had mentioned life sciences — life sciences or life science tools is what some people call it. In that area, I cover Affymetrix (AFFX) and Illumina (ILMN).
TWST: Which of these companies are particularly strong stock picks at the
moment?
Mr. Khurshid: Only two of our companies are what we call our highest rating. We
have one buy rating on IMA and a buy rating on Genoptix as well.
Tickers included in this excerpt: AFFX, CPHD, GPRO, GXDX, ILMN, IMA, LH, MGRN, QDEL, RGDX, SQNM, VIVO
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