Archives — November 2015 back to current month (4)
This fall, presidential candidate Hillary Clinton once again proposed price caps on out-of-pocket payments for pharmaceuticals. Liana Moussatos of Wedbush Securities has followed the price-cap discussion since the 1990s, and says the issue is more political than real. Given that, she tells The Life Sciences Report about some up-and-coming companies with products she believes are likely to make big improvements in the health of patients and the wallets of investors.
Several controversies have taken the air out of drug and biotech stocks, which performed quite well until midsummer. Among the injured players are generic drug makers, which landed hard after a high-flying period. But Oppenheimer & Co.'s Rohit Vanjani sees clear ways to profit despite the blowups. In this interview with The Life Sciences Report, the analyst identifies a handful of select generic drug and specialty pharma stocks that still have pricing power and margin expansion potential.
Zacks Small-Cap Research analyst Anita Dushyanth is a bioengineer with an R&D background, which comes in handy as she researches up-and-coming companies in the medtech and biotech sectors. In this interview with The Life Sciences Report, Dushyanth focuses on four small- and micro-cap specialty pharma and device names with engineering tie-ins, and she expects all to produce exciting results for investors.
Reni Benjamin of Raymond James has watched biotechnology move into a new era in which cells and genes can be manipulated to produce true disease-modifying results. In this interview with The Life Sciences Report, Benjamin outlines the groundbreaking work being done by a number of companies with the potential to return multiples on investment over the next two to three years.
|"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."|
|"DRRX confirmed that it expects to complete patient follow-up visits this quarter, and announce top-line results from the Phase 3 PERSIST study in 4Q17."|