Archives — November 2014 back to current month (9)
Rolling with Biotech's Regulatory Punches: Chen Lin (11/25/2014)
Being temporarily burned by the U.S. Food and Drug Administration can be a mixed blessing for a biotech with a good product in the pipeline. In an interview with The Life Sciences Report, Chen Lin, publisher of the investor newsletter What is Chen Buying? What is Chen Selling?, explains how to make money on biotech trades in sync with both the good regulatory news and the bad.
Micro-cap stocks suffer from all sorts of ills. They are often illiquid, and companies can be unable to raise new funds under reasonable terms, if at all. Investing in these equities requires extraordinary expertise and experience, and that is where micro-cap investment banker Richard "Dick" Huebner excels. In this interview with The Life Sciences Report, Huebner, a senior managing partner with Denver-based GVC Capital, discusses the downside and the upside of micro-cap biotech investment, and the desirable characteristics risk takers should be looking for in very small companies.
Pharma Must Navigate New Payer Landscape (11/19/2014)
"Navigating the complex and fragmented payer landscape at a time when health care is dramatically changing—both in how it is delivered and in how it is paid for—has been challenging for pharma and raised many questions about what payers want, their attitudes and how best to engage with them."
Another Huge Stride in the Fight Against Cancer (11/17/2014)
"The age-old pessimism that has pervaded the diseases we call cancer may, just a few years after Jobs died, finally be turning. The National Institutes of Health lists 45,571 clinical trials underway for cancer therapies right now."
What do you get when you combine a top-ranked industry analyst with a retired lieutenant colonel from the U.S. Marine Corp.? You get Steve Brozak, who brings his one-of-a kind perspective on the intricacies of Ebola virus disease to this interview with The Life Sciences Report. His military background, combined with 20 years as a biotech and medtech analyst, has allowed the WBB Securities cofounder to develop a reasoned perspective on how West Africa's Ebola epidemic might be humanely halted. Brozak also mentions small-cap names that could considerably enhance investors' portfolios.
Ebola's Silver Lining: MLV & Co.'s George Zavoico (11/12/2014)
A working knowledge of molecular biology is essential for a biotech investor, but it helps when someone with deep knowledge of science and medicine can bring understanding to the people who commit capital to growth ideas. George Zavoico of MLV & Co. has that advantage, having been a senior investigator at a large pharma before moving on to research at smaller, pure biotech firms. In this interview with The Life Sciences Report, Zavoico brings a wealth of experience to bear on the valuations of smaller companies with phenomenal growth prospects, and discusses how the quest for a cure for Ebola could disrupt—and improve—our approach to medical crises.
"The total of IPOs completed by biotech companies, whose primary focus is on developing therapeutics, this year now stands at 67, a milestone that no one in the industry could ever have predicted at the beginning of this year."
When the biotechnology market hit a speed bump in early 2014, every stock in the sector was jolted. Large-cap biotech and big pharma have largely recovered, but small- and micro-cap companies haven't yet entirely recouped the losses. The performance of Streetwise Reports' Biotechnology Watchlist to date reflects this trend: The portfolio lingered in negative territory after the late-winter punch, and hovers near breakeven as of Nov. 3. To get a handle on the drivers of small-cap stock price volatility, The Life Sciences Report turned to a pair of the analysts who selected companies for the 2014 Watchlist, John McCamant of the Medical Technology Stock Letter and George Zavoico of MLV & Co. In this recap, the two experts offer updates on the companies they selected for the portfolio.
Orphan Drug Price Rises Indicate Sector Trends (11/05/2014)
"The report indicates that orphan drugs have been successful in sustaining their eye-watering prices. But with so many non-orphan drugs coming in at tens of thousands of dollars, payers may grow intolerant of steep price rises across the spectrum."