Archives — September 2015 back to current month (6)
While waiting for biotech stocks to correct, investors should be focused on performing due diligence, says Hartaj Singh of investment firm BTIG LLC. Growth in company valuations has outpaced sales for several years, but the coming weeks will see rapid fluctuations as the two begin to realign. In this interview, Singh shares his predictions for the rest of 2015 with The Life Sciences Report, and identifies several companies to hold for potentially big returns.
Maxim Group Equity Analyst Jason McCarthy has developed a biotechnology theme that leverages immunotherapy platforms serving both cancer and infectious disease indications. It's an elegant dual premise that enables one side to fund development of the other, and it seems to be working beautifully for companies and their shareholders. In this interview with The Life Sciences Report, McCarthy explains the principle and describes five companies proving up the model's profitability.
It's all about data for John McCamant and Jay Silverman of the Medical Technology Stock Letter, and right now it's festival time as we approach the busy season of market-moving catalysts and milestones. From now until December, biotech investors will be focused on the press releases, webinars and scientific presentations that serve as a vitality tonic for the entire biotech industry. In this interview with The Life Sciences Report, McCamant and Silverman give a detailed picture of their growth theories on six biotech stocks that could reap many multiples on invested capital over the next few years.
With the markets in whiplash mode, Joe McAlinden, founder of McAlinden Research Partners and former chief global strategist with Morgan Stanley Investment Management, believes volatility is going to stick around for a while. In fact, he just announced that we might see a correction double of what we've had so far. In this interview with Streetwise Reports, McAlinden bucks conventional wisdom and lays out his investing strategy for this period of market uncertainty.
CAR T-cell therapies show amazing potential in treating blood cancers, but there's a lot of work to do before the cells are ready for commercialization. Alan Leong, senior analyst with BioWatch, tells The Life Sciences Report about the latest in CAR T-cell therapeutics and how some companies are hedging their bets by developing bispecific antibodies. He also describes the reality behind the growing excitement in regenerative medicine, and what investors should know about some very innovative, but often overlooked, small companies.
Ran Nussbaum, managing partner with The Pontifax Group, doesn't worry too much about overall market volatility. Biotechs, he feels, are somewhat immune to turmoil because their fundamentals are based in real life. He prefers to play on good science and unmet medical needs, and then sit tight until a stock is discovered. In this interview with The Life Sciences Report, Nussbaum describes a few takeover candidates primed for stellar growth, as well as promising names that are part of the movement toward personalized medicine.
|"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."|