Archives — February 2012 back to current month (4)
Biotech Platform Technologies Make Big Promises (02/28/2012)
Words to Invest By: Make sure you see a lead development product that big pharma is willing to bet on. I love the idea of a smart technology platform that could feed multiple product candidates into a biotech pipeline. The notion is exhilarating because that's where those rare 10- and 20-baggers come from. . .
Biotech Stocks Start Strong in 2012: John McCamant (02/23/2012)
After a three-and-one-half year slide, biotechnology stocks started 2012 with a powerful move to the upside. Is this an arms-acquisition race for products in development, or is it about excellent fundamentals that are just getting noticed? Medical Technology Stock Letter Editor John McCamant sees a bit of both, and in this exclusive interview with The Life Sciences Report, he has selected a few names that he believes will rise to the top.
Investors have avoided infectious disease companies like the plague, but LifeTech Capital President and Senior Managing Director of Research Stephen Dunn doesn't agree, and he has staked out some ideas in this space that could make you financially better off. In this exclusive interview with The Life Sciences Report, Dunn explains the rationale and delivers the names of bug-fighting companies that use the newest technologies to overcome old barriers to success.
Platform technologies promise big payoffs because they offer the prospect of nearly unlimited assets that might be developed to combat disease, but they make investors very nervous because of their propensity to burn cash in a hurry. In this exclusive interview with The Life Sciences Report, Ladenburg Thalmann & Co. Vice President and Senior Analyst Juan Sanchez makes his case for a few companies that could produce numerous products from their technology-rich pipelines.
|"We believe that VIVE is currently in discussion with the agency and that a formal IDE would be submitted in the coming months such that a study (VIVEVE II) would commence in late 2017."|
|"INO's pro forma cash position after the offering could be around $160M and should be sufficient for 18 months of operations; we reiterate our Buy rating."|