Archives — March 2014 back to current month (8)
Medical Marijuana in Canada: A Growth Industry (03/30/2014)
"With new federal legislation in effect as of April 1, 2014, the market for medical marijuana in Canada is changing drastically."
Billions of dollars have been spent chasing molecular targets in neurological diseases that now appear to be worthless. Effective therapies remain rare. But the market is enormous—and low risk—if a company can get a truly workable solution to patients. Consultant and neuroscientist David Lowe, president and CEO of NeuroAssets, helps biotech firms identify targets and find innovative ways to rapidly move drugs into the clinic. In this interview with The Life Sciences Report, Lowe describes one company with exciting preclinical and clinical-stage assets, and advances two more names worthy of investor attention.
Starting a new investment company and investing in very small biotechs can be a minefield. Because the business is fraught with bad science and liquidity traps, it takes insight and industry experience to ensure investment capital doesn't drop down a foxhole. Roadmap Capital CEO and Founder Hugh Cleland is in the process of negotiating the minefield now. In this interview with The Life Sciences Report, Cleland and Stephen Ireland, Roadmap Capital principal and healthcare partner, discuss five growth names with merit, plus two brief bonus picks.
Dennis Purcell, senior managing partner of Aisling Capital, has seen the biotechnology industry morph from exciting science project to a full-blown, multibillion-dollar industry producing blockbuster products that routinely save lives. Now a new crisis is looming, as drug-resistant bacteria evolve, proliferate and wreak havoc. With this dire need driving interest, Purcell believes a change of focus, from oncology and orphan drug indications to anti-infectives, will develop in 2014 and beyond. In this interview with The Life Sciences Report, Purcell shares ideas that could offer a definitive cure for your portfolio.
2014: The Year Gene Editing Shocks the World (03/18/2014)
"In labs, researchers can go in and they can basically rewrite the code of life, the genome encoded on the DNA molecule."
Veteran biotechnology analyst Michael King of JMP Securities has seen drug development evolve from hit-or-miss to the sophisticated, high-throughput discovery techniques in place today. He understands the sector, the entrepreneurs and the valuations as well as anyone on Wall Street. In this interview with The Life Sciences Report, King zeros in on the oncology space, his focus for nearly two decades. Never single-minded, King's stable of thoroughbred names includes a bonus pick he likes very much in the field of fertility.
Prospecting for hidden biotech gems makes sense, says H.C. Wainwright & Co. Managing Director George Zavoico, who recently joined the firm's healthcare equity research team. The digging can be hard, but the rewards of successful diligence are huge. In this interview with The Life Sciences Report, Zavoico takes readers on a discovery tour that follows clinical trial data to new ideas that could bring windfalls to portfolios down the road.
Given that medical technology is an easy target for payers looking to cut reimbursements, it's important for investors to find device and diagnostic companies with the greatest efficiencies. Accuracy, speed and economy command a premium multiple because these features ultimately relieve pressure on margins, improve quality and reduce patient risk and institutional liability. In this interview with The Life Sciences Report, Senior Research Analyst Ben Haynor of Feltl & Co. shares his top two medtech names, which he expects will achieve outsized gains this year. He also delivers a couple of bonus names that investors could parlay into a profitable small- and micro-cap portfolio.