Archives — August 2014 back to current month (10)
Canaccord Genuity's man on the beat in Australia delivers the insider scoop on how biotechs Down Under are faring in the markets. Matthijs Smith reveals a world of great firms, new products and competitive buys in this interview with the The Life Sciences Report. His enthusiasm for his work—spotting opportunities that help people cope with illness and injury—is contagious, and could bring renewed vigor to investors' portfolios.
Former biotech consultant Yale Jen picked up a few tricks advising companies on their pipelines before he came to Wall Street as a sellside analyst. These days Jen, managing director and senior biotechnology analyst at Laidlaw & Co., advises institutional investors to own stocks with stories that are not yet well understood by the market. In this interview with The Life Sciences Report, Jen offers investors a handful of names for consideration, each of which has an exceptional value proposition and exciting growth prospects.
The Clear Map to this "Hidden" Investment Treasure (08/25/2014)
"As scientists reach the discovery limits of 'one-size-fits-all' drugs and the ailments that respond to them, such as infections and circulatory diseases, they find themselves up against tougher, wilier, more intractable challenges. . ."
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids.
Rapid growth in the medical device industry and changes in the regulatory environment have propelled valuations in the medtech sector to the high end of the range. But new technologies create new investment opportunities. In this interview with The Life Sciences Report, William Plovanic of Canaccord Genuity highlights investment opportunities in medtech companies with innovative products targeting high-impact areas such as obesity, diabetes and wound care.
Liana Moussatos of Wedbush Securities doesn't wait for the catalyst to strike. She, like other successful investors, picks her targets and takes profits earlier, while less sophisticated investors wait for the press releases. In this interview with The Life Sciences Report, Moussatos describes a group of biotech stocks rich with upcoming catalysts, and invites investors to sample what she expects will be exceptional profits.
For former drug researcher Raghuram "Ram" Selvaraju, picking biotech stocks is both science and art. It's about understanding the competitive landscape and the mechanisms of drug action, and then making sure all the pieces fit together for a plausible investment case. In this interview with The Life Sciences Report, the managing director and head of healthcare equity research at Aegis Capital lays out his growth hypothesis for companies—several targeting orphan diseases—that he believes will nurture portfolios.
"An Ebola vaccine should be ready for public use by 2015, the United Nation's health agency has said."
Medical technology is intimately linked to regenerative medicine. You could say these industries have a thunder-and-lightning relationship—you can't have one without the other. Mark Landy, director of research for medical technology and regenerative medicine at Summer Street Research Partners, has staked out the intertwined sectors as his universe of coverage. In this interview with The Life Sciences Report, Landy discusses three companies with very distinct capabilities that could bring extraordinary rewards to investors who understand the value propositions.
"Recap's data clearly indicate a robust deal environment in the life sciences industry in the first half of this year, with volume reaching 1,337 transactions involving not only biopharmaceutical companies but also medical devices, diagnostics and tools firms."
|"RGS' strategy is to partner its product opportunities for development and commercialization, allowing it to focus on early-stage product development."|
|"DRRX's data indicate that NASH patients had 10-30% greater drug exposure as compared to MCS, and DUR-928 was well tolerated overall."|
|"PMN has achieved a lot with very little, and its understanding of the mechanism of action of Alzheimer's is quite significant."|