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Avoid These Biotech Stocks to Minimize Risk (09/30/2014)
With just a couple of tips, investors can drastically reduce the risk and go on to benefit from massive windfalls generated by a company's breakthrough drug development.
Good management. Promising therapies in the pipeline. Marketed products that bolster the bottom line. Investors crave these bread-and-butter qualities in small-cap biotech and medtech companies. Anita Dushyanth of Zacks Investment Research relies on the staples, but also looks for something special, something that disrupts. In this interview with The Life Sciences Report, Dushyanth describes several small companies that have spiced up their offerings.
"It is deals like Afrezza's that continue to fuel interest in unpartnered assets, however improbable and overblown the forecasts might seem."
Excellent diligence doesn't always mean you'll be saved from a nasty surprise. The nature of investing in biotech means assuming the risk that a therapeutic development program may fail. Roadmap Capital's Hugh Cleland and Stephen Ireland employ their combined financial expertise and biotech savvy to mitigate that risk. In this interview with The Life Sciences Report, Cleland and Ireland share ideas on how investors might approach potential biotech investments without engaging a team of analysts. They also bring three potential high-return stocks to investors' attention, as well as one private name they anticipate will come to the public market soon.
Everybody knows that biotech ideas can become huge gainers for investors, but understanding the technology platforms, the unmet needs and the valuations can be daunting, especially in spaces where a number of players are developing products. In this interview with The Life Sciences Report, Vernon Bernardino of MLV & Co. brings some clarity and perspective to investors who could reap windfalls from small-cap names in which shareholder value has yet to be created and realized.
"The Purple Book will serve as a tool for state health agencies, prescribers and pharmacists in determining which follow-ons can automatically be substituted or serve as an alternative for a specific reference biologic."
When Steve Brozak performs diligence on biotech stocks, he's always looking for an angle. Brozak, president and managing director at WBB Securities, wants to see how new technology platforms and novel ideas fit into tomorrow's healthcare system, which he believes will be unsustainable without therapies that work more efficiently and hold promise as true disease-modifying agents. In this interview with The Life Sciences Report, Brozak brings eight names to investors' attention. Given time, each holds the potential to be a huge gainer.
|"PMN has achieved a lot with very little, and its understanding of the mechanism of action of Alzheimer's is quite significant."|
|"DRRX's data indicate that NASH patients had 10-30% greater drug exposure as compared to MCS, and DUR-928 was well tolerated overall."|
|"RP is finally in a position to drive substantial growth for shareholders by advancing all three clinical programs as well as continuing to build out their medical device."|
|"RGS' strategy is to partner its product opportunities for development and commercialization, allowing it to focus on early-stage product development."|