Streetwise Reports' Article Archives — April 2015 back to current month (9)
Stem cell research is controversial, little understood by both the public and the legislators who set the framework governing it. In this interview with The Life Sciences Report, Tory Williams of the Alabama Institute of Medicine describes how her patient advocacy group is working with research institutes to advance stem cell science and provide the early-stage funding and contacts that researchers and young companies need to grow and prosper.
Drug discovery and development has gotten harder and more expensive, but the advances and technologies that whipped the market into a frenzy 15 years ago finally appear to be bearing fruit.
There's a new kind of incubator in town. The Centre for Commercialization of Regenerative Medicine (CCRM) is a Canadian nonprofit that fosters hands-on association between academia, government, industry and investors to grow stem cell and regenerative medicine companies from the ground up. In this interview with The Life Sciences Report, CCRM President and CEO Michael May guides us through the process that brings ideas out of academia and adds the essential nurturing elements to get startups off the ground and into commercial development. Along the way, he mentions a few names that may interest investors.
Ebola Vaccine Leaps Phase 1 Hurdle (04/22/2015)
"The Canadian National Microbiological Laboratory's new vaccine is licensed to NewLink Genetics, which in turn has licensed it to Merck. In two Phase 1 studies, the vaccine produced antibodies in volunteer subjects."
Australia will always be known as a trove of natural resources, but its most precious treasure is the abundance of entrepreneurs who are all too happy to develop the country's intellectual assets. Shane Storey, head of research at Australia-based Wilson HTM Investment Group, observes that as the market value of resource commodities declines, investors are diverting investment capital to healthcare stocks, especially in the medical technology sector. In this interview with The Life Sciences Report, Storey presents three names that don't come close to their long-term fair valuation potential. The upside, he believes, could be quite dramatic.
Biotech Winners Outnumber Losers in Q1/15 (04/10/2015)
"M&A continues to define this peer group, making inexpensive biotech assets as rare as hen's teeth."
It's the daring Phase 2-stage molecules of today that will bring patients a generation of biotech drugs that could cure certain deadly diseases tomorrow. The candidates that succeed will also energize the portfolios of investors who have exercised patience. Jason Kolbert of New York City-based Maxim Group relishes finding early-stage, cutting-edge, small-cap names that he believes will change the paradigm of medical practice. In this interview with The Life Sciences Report, Kolbert shares a list of favorite biotechs developing products that will command premium pricing and sustained performance in the marketplace.
"The life sciences industry is undergoing a tectonic shift due to regulatory changes and a growing focus on patient outcomes. In response, leading companies are using divestments as a fundamental tool in their growth strategy."
Taking a page out of Big Pharma's playbook—looking for likely takeout candidates—is a profitable way to approach small-cap biotechs as potential investments, especially since large caps with shrinking pipelines have an unquenchable hunger for good new drugs and technologies, and the resources to track those drugs and technologies down. In this interview with The Life Sciences Report, Irina Rivkind Koffler of Cantor Fitzgerald brings two companies with takeout potential to the table.