Streetwise Biotech / Pharmaceuticals Articles
Big Growth Stories in Biotech
Source: George S. Mack of The Life Sciences Report (2/14/13)
Bacteria are pure survivalists, and over billions of years they have evolved to produce ever-newer chemicals to protect themselves against other bugs. In the last 100 years they have begun to protect themselves against the antibiotics that humans have developed from those same bugs. But guess who's winning. In September 2012, the FDA said that more than 70% of the bacteria that produce hospital-associated infections (HAIs) are now resistant to at least one type of antibiotic—and in the year 2000 alone, almost 2 million (2M) cases of HAIs caused close to 99,000 deaths. Too bad the agency didn't give an updated number, because it's a certainty that things are not getting better. Unless a sustainable system is developed to counteract this tide, a catastrophe is just a matter of when, and not if. With not even a tiny bit of exaggeration, the appearance of a devastating superbug is a looming global crisis.
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Biotech May Be on a Roll, but Investors Still Need Innovation, Predictability
Source: Jennifer Boggs, BioWorld (2/11/13)
"The past several years have seen investment enthusiasm move away from the supposedly risk-reduced reformulation-of-an-existing/generic-drug model. Innovation—new mechanisms, new targets—are what's going to attract the interest and the money."
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Eight Biotech Growth Names: Greg Wade
Source: George S. Mack of The Life Sciences Report (2/7/13)
The driving principle behind successful biotech investment for Managing Director and Senior Analyst Greg Wade of Wedbush Securities is to find companies with clinical assets that are of value to patients and hence to the marketplace. In this interview with The Life Sciences Report, Wade offers compelling cases for eight important names that span the market cap gamut.
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The Life Sciences Report Watchlist 2013
Source: George S. Mack of The Life Sciences Report (1/31/13)
Which biotech companies will take off in 2013? To zero in on possible winners, The Life Sciences Report teamed up with Sagient Research to crunch the numbers for companies with potential catalysts on the calendar. The results were sent to experts who, based on their experience in the space, could determine which companies have the best chances for upward stock price movement. The result is the groundbreaking Life Sciences Report Watchlist 2013. In this exclusive article, you can follow the thought process that went into generating the short list, and learn more about the potential winners and what they are poised to accomplish in the next 12 months.
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Is This Drug the Key to an Alzheimer's Cure. . .and Profits?
Source: Michael Robinson, Money Morning (1/30/13)
"This bit of breakthrough research could supercharge the race for the cure. There's even a way for you to invest."
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Safest Way to Play Biotech
Source: Kevin Cook, Zacks Investment Research (1/25/13)
For every company that hits the jackpot with a new marketable drug that makes it through the FDA gauntlets, there are a dozen stocks that run up on such hopes and then crash and burn when the trials fail.
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Stephen Brozak: Changing the Way Money Is Made and Diseases Are Cured
Source: George S. Mack of The Life Sciences Report (1/24/13)
Stephen Brozak doesn't mess around. He focuses on technologies poised to change the way medicine has been practiced for thousands of years. As president of WBB Securities, Brozak is talking to his clientele about revolutionary stem cell therapies that deal with disease in totally new ways. He's also bullish on new antibiotics—important innovations in a world facing a shortage of effective drugs and a potential crisis of catastrophic proportion. In this interview with The Life Sciences Report, Brozak talks up must-hear ideas that growth investors need to consider.
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Stocks to Buy Now: Profit from Blockbuster New Drugs in 2013
Source: Don Miller, Money Morning (1/21/13)
"Pharmaceutical firms logged 39 new drug approvals last year, and there are signs the trend could continue through 2013, according to Reuters."
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Anything for a Buck: Jim Letourneau Looks to Canadian Biotech for Opportunity
Source: Daniel Levy of The Life Sciences Report (1/17/13)
To avoid some of the "dysfunctional excess" of the energy and mining sectors, Jim Letourneau, self-described contrarian and founder and editor of the Big Picture Speculator, turns to investing in biotech. His focus is on Canadian companies, which he believes perform on a par with companies in the United States. In this interview with The Life Sciences Report, Letourneau describes what he looks for in a biotech investment and names some of his favorite companies.
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FDA Begins Blazing Narrow Trail for Approval Shortcut
Source: Mari Serebrov, BioWorld (1/15/13)
"As part of a goal to double the number of new drug approvals over the next decade, the President's Council of Advisors on Science and Technology recommended the shortcut to get much-needed therapies to well-defined populations for which there's a favorable risk-benefit balance."
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Which Six Companies Are in Michael King's Oncology Wheelhouse?
Source: George S. Mack of The Life Sciences Report (1/10/13)
JMP Securities Managing Director and Senior Biotechnology Analyst Michael King Jr. never recoils from the most sophisticated science. He's always been partial to oncology indications and to new technologies that disrupt old paradigms and usher in the new. King has the kind of stock-picking track record that merits attention, and in this interview with The Life Sciences Report, he brings six important ideas to the table for investors to consider.
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Five Amazing Biotech Picks with Futuristic Technology
Source: George S. Mack of The Life Sciences Report (1/10/13)
Michael King is looking for the monoclonal antibodies of tomorrow. When I first spoke to him 15 or more years ago, King was talking up Immunex, which would later be taken out by Amgen Inc. (AMGN:NASDAQ) for $16 billion ($16B) for its antitumor necrosis factor (anti-TNF) fusion protein Enbrel (etanercept) to treat rheumatoid arthritis. Today Amgen's (via Immunex) Enbrel and the anti-TNF monoclonal antibodies that would follow—Johnson & Johnson's (JNJ:NYSE) Remicade (infliximab) and Abbott Laboratories' (ABT:NYSE) Humira (adalimumab)—are blockbusters that could approach $20 billion in sales in 2012.
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A Low-Risk Potential Double in Biotech
Source: Frank Curzio, Phase 1 Investor (1/9/13)
"We could see at least 100% returns on this stock within 12–18 months. As we'll show you, based on our research, this forecast could prove extremely conservative."
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Watchlist 2013: Experts Pick Potential Biotech Winners
Source: Tracy Salcedo-Chourré of The Life Sciences Report (1/9/13)
More than 75 people packed a conference room at the Biotech Showcase in San Francisco to hear which biotech companies made The Life Sciences Report/Sagient Research Watchlist for 2013. Six experts offered observations on the state of the life sciences sector and each named companies that could prove profitable in the coming year—companies that are not only backed by strong science but are, in the words of Analyst George Zavoico, "poised to be lucky."
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The Pulse: Breaking News from the Life Sciences Sector
Source: Editors of The Life Sciences Report (1/7/13)
To invest wisely in the life sciences, broad-spectrum knowledge is key. Such knowledge encompasses not only the analysis of industry experts featured in Streetwise Reports interviews, but also up-to-date news on cutting-edge research and development, the latest mergers and acquisitions and the drug development process, both within companies and in the regulatory arena. Our Twitter feed links you to the information you need to profit, both intellectually and financially.
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Josh Levine Names Three Biotech Game-Changers
Source: George S. Mack of The Life Sciences Report (1/3/13)
Micro-cap biotechs must have creative, adaptive management first and foremost, says editor Josh Levine of Josh Levine's MicroCap Investor. A second key characteristic is a technology platform that can ultimately generate a suite of products. In this interview with The Life Sciences Report, Levine shares both his investment philosophy and his best three biotech ideas, all of which he expects will return huge multiples to investors.
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2012: A Healthy Year for the Life Sciences
Source: Editors of The Life Sciences Report (12/27/12)
What is the value of innovation? Of addressing unmet needs? Of new and "disruptive" technologies? Those are just a few of the issues that industry experts tackled in interviews with The Life Sciences Report during 2012. Among the many therapeutic focuses discussed by analysts over the last year, orphan diseases and hepatitis C were identified early on as market "sweet spots." Oncology was another big hitter: From micro caps to big pharma, companies targeted the "emperor of all maladies" with innovative pharmaceuticals and genetic technologies. And analysts also uncovered the unexpected, including a pharmaceuticalized nutraceutical designed to reduce high cholesterol.
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Four Biotech Names with Major Market Potential: Michael Higgins
Source: George S. Mack of The Life Sciences Report (12/20/12)
A bit of luck and a lot of capital: Drug companies need both to navigate the seemingly perpetual path leading to the market debut of a new drug. Brinson Patrick Securities Managing Director Michael Higgins uses his experience as a drug marketer with big pharma to identify investment opportunities in companies with new drugs that address unmet needs. Higgins serves up his very best ideas to The Life Sciences Report and explains in detail why four growth stocks can rack up huge gains for investors gutsy enough to bet on smaller companies.
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Crossing the Valley of Death
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (12/20/12)
BioMotiv says investments in drugs and technologies, not companies, will bring treatments to market faster.
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Amgen Pleads Guilty, Offers $762M
Source: Genetic Engineering and Biotechnology News (12/19/12)
"With the Amgen plea deal accepted, the U.S. Department of Justice will have collected more than $14.5B from biopharma companies and others accused of mismarketing their prescription drugs."
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Top 20 Venture Capital Firms
Source: Genetic Engineering and Biotechnology News (12/18/12)
"Venture capital firms, in exchange for equity in the companies in which they’re investing, can help provide funds for companies they think have high potential. So, which VC firms have helped pump up the most biotech and biopharma companies?"
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Zacks Analyst Jason Napodano's Six Biotech Picks Will Keep Your Profits on Solid Ground
Source: George S. Mack of The Life Sciences Report (12/13/12)
Low valuation in biotech can be like quicksand under a mirage of low-hanging fruit. That's because the market is inhabited by growth investors who think cheap stocks are cheap for a reason. Zacks Investment Research Senior Biotechnology Analyst Jason Napodano operates with this in mind as he evaluates biotech companies. He also understands that while value can be a good friend, an investor's best buddy is momentum powered by vital market-moving events. Napodano shares his best stock ideas in this Life Sciences Report interview.
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Do You Have the Guts to Take On Cutting-Edge Biotech Like This VC?
Source: George S. Mack of The Life Sciences Report (12/13/12)
With the odds stacked against a drug entering clinical trials, investors need to be assured that the upside will be momentous when success does come. Burrill & Co. Managing Director Elemer Piros leverages science and the unmet needs of patients with his extensive knowledge of the capital markets to bring lower-risk, higher-return ideas to investors. In this interview with The Life Sciences Report, Piros explains his investment thesis and zeroes in on best bets.
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The Next Profit Breakthrough: Synthetic Biology
Source: Michael Robinson, Money Morning (12/13/12)
"Teams all over the world are now in their labs looking to create novel biotech compounds or drugs by inserting synthetic DNA into cells, either living or artificial."
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