Streetwise Biotech / Pharmaceuticals Articles
Pick Biotech Winners Like a Pro: John McCamant
Source: George S. Mack of The Life Sciences Report (10/4/12)
John McCamant, editor of the Medical Technology Stock Letter, doesn't care if a scientist or a businessperson is at the helm of a biotech company, as long as management has skill and broad experience. Investors need to look for companies that offer "specifics, catalysts and deliverables." He names exactly that kind of company in this exclusive Life Sciences Report interview.
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The Top Phase 3 Disasters of 2012
Source: Fierce Biotech, John Carroll (10/3/12)
"Drug development is a tough business. Sometimes, just when you think you're getting to the pot at the end of the rainbow, you find the trap door one step away."
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Better Lucky than Good
Source: Severine Kirchner, Penny Sleuth (10/1/12)
"It took serendipity, a groundbreaking discovery and 25 years of hard work, but RNAi-based therapies are finally moving from concept to reality."
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Illumina Aims at Roche for Tests Seen Worth $25B
Source: Bloomberg, Michelle Fay Cortez (9/28/12)
"Illumina Inc. bought BlueGnome Ltd. for an undisclosed sum, its first foray into the diagnostics market. Life Technologies Corp. is also after small diagnostic businesses, most recently Navigenics Inc., which it acquired in July."
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Can Stem Cells Regenerate Your Portfolio? Stephen Dunn Says Yes
Source: George S. Mack of The Life Sciences Report (9/27/12)
Once the subject of intense political debate, stem cell therapies may soon be a therapeutic mainstay of healthcare. In this exclusive interview with The Life Sciences Report, LifeTech Capital's President and Senior Managing Director of Research Stephen Dunn explores the history of stem cell therapy and discusses companies that are reviving this "old" technique for profit.
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For Most Biotechs, the Tough Times Continue
Source: Pharmalot, Ed Silverman (9/25/12)
"The overall assumption continues to be that many biotech companies are finding it difficult to raise money, generate revenue and simply keep the lights on. But what is the reality? In some respects, the hard times continue, but the picture is a bit mixed."
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Curing Diabetes with 'Self Cell Therapy'
Source: Patrick Cox, The Penny Sleuth (9/24/12)
"One tiny company, incorporated in America but with roots in Israel, has what I believe will be an actual cure for many diabetics and a vastly improved therapy for those it does not cure completely."
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Four Biotech Ideas with Legs to Run
Source: George S. Mack, The Life Sciences Report (9/24/12)
I had an opportunity to ask George Zavoico a few questions for The Life Sciences Report. Zavoico is senior biotechnology analyst at the boutique investment bank, MLV & Co. He originally got his career underway as a research scientist and worked in big pharma at Bristol-Myers Squibb, as well as small biotech firms Alexion Pharmaceuticals and T Cell Sciences (now Celldex Therapeutics). Zavoico is a guy loaded with knowledge about molecular biology, drug development and the needs of patients, and this was a great opportunity for me to get a few haunting esoteric questions off my mind.
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A Cyber War on Cancer
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (9/23/12)
"New strategies are hoping to put an end to the war that Richard Nixon declared four decades ago."
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Three New Findings Change Our View of the Brain
Source: Michael Robinson, Era of Radical Change (9/21/12)
"By solving the brain puzzle, we will rid mankind of many cruel diseases while making our physical world smarter and more in tune with the way our minds work."
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ThinkEquity Analyst Bets on Extraordinary Science and Clinical Data
Source: George S. Mack of The Life Sciences Report (9/20/12)
Investing in companies devoted to orphan diseases sounds counterintuitive, but Senior Research Analyst Kimberly Lee of ThinkEquity has singled out the space as one with the potential for huge returns. In this exclusive interview with The Life Sciences Report, Lee shares her very best ideas, identifying companies that will be propelled by vigorously growing revenues and will also appeal to investors who understand the unmet needs of patients and the numerous incentives available for developing life-saving drugs.
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Drug Giants Establish Problem-Solving Initiative
Source: Genetic Engineering and Biotechnology News (9/19/12)
"Our mission at TransCelerate BioPharma is to work together across the global research and development community and share research and solutions that will simplify and accelerate the delivery of exciting new medicines for patients."
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Seven Innovative Biotechs That Could Soar by Year-End: George Zavoico
Source: George S. Mack of The Life Sciences Report (9/13/12)
Biotech has a breeze to its back, and successful progression through the phases of drug development also help propel the industry forward. In this exclusive interview with The Life Sciences Report, George Zavoico, senior analyst and managing director with MLV & Co., describes solid milestones by which investors can tick off success in the biotech space, and suggests a number of innovative biotech companies whose success will blow profits into investors' pockets.
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Biotech Bonanza of 2012
Source: Ray Blanco, The Daily Reckoning (9/12/12)
"Favorable regulatory change is on the horizon in the biopharmaceutical industry, which should help improve conditions for innovators in the future. This is great for our portfolio going forward, as well as for the lives of patients."
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Drug Pipelines Limp Rather Than Leap
Source: Medical Marketing & Media, Noah Pines (9/10/12)
"The drug industry's two main problems the last decade have been lagging R&D and the patent cliff, says Dr. Tim Anderson. Recent R&D wins suggest a productivity renaissance."
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ENCODE Data Give 'New Lens' for Junk DNA
Source: Anette Breindl, BioWorld (9/10/12)
"The findings will lead to 'a major paradigm shift in how we use the genome to understand the genetic causes of disease, which will open up new avenues for the development of diagnostics and therapies,' according to University of Washington's John Stamatoyannopoulos."
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Obesity Drug Developers Post Steady Gains
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (9/6/12)
"With the U.S. and the Western world increasingly overweight, companies that succeed at reversing obesity will, sooner rather than later, find themselves in Fat City."
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Fact-Checkers Find Few Flaws in Clinton's Healthcare Claims
Source: The Hill, Sam Baker (9/6/12)
"Self-proclaimed fact-checkers have drawn plenty of criticism from both parties, as well as neutral observers, and many individual assessments of 'fact' are highly debatable. In the aggregate, though, the fact-checkers haven't found much to complain about in Clinton's healthcare comments."
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Roche Vows to Keep Up Drug Hunt
Source: Reuters, Caroline Copley (9/5/12)
"The world's biggest maker of cancer drugs said it would build on long-term growth momentum and keep up R&D spending."
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Medtech Deals Buoyed by Cost Pressures, Device Tax
Source: Reuters, Debra Sherman and Soyoung Kim (9/5/12)
"Medical device mergers look poised to take off in 2013 as the industry compensates for shrinking reimbursements, a new U.S. tax and executive shake-ups at its biggest companies."
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Analyst Bets on Extraordinary Science and Clinical Data: Greg Wade
Source: George S. Mack of The Life Sciences Report (8/30/12)
Managing Director Greg Wade of Wedbush Securities doesn't use a cookie-cutter approach to picking biotechnology stocks. He directs investors to companies with strong science, well-executed clinical studies and data that point toward future success. In this exclusive interview with The Life Sciences Report, Wade shares his favorite names and the compelling stories behind each company.
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Resverlogix's Phase IIb Results Good for 'Bromodomain' Drugs
Source: Catherine Shaffer, BioWorld (8/29/12)
"Resverlogix's RVX-208, designed to increase levels of high-density lipoprotein cholesterol in patients with atherosclerosis, is hitting all of its marks."
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New Heart Drugs May Be Too Costly to Ease Pharma's Patent Pains
Source: Reuters, Ben Hirschler (8/29/12)
"Leading cardiologists, who follow drug development closely, warn that the hurdle for pricey new heart medicines is getting ever higher as economic pressures hit health budgets worldwide."
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Study Shows CT Scanning Technology Superior
Source: Medical Xpress (8/29/12)
"An important noninvasive technology may improve existing care and has the potential to outperform established noninvasive technologies."
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Filling the Drug Translation Gap
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (8/29/12)
"Patients keep waiting longer and longer for research to translate into new drugs as development costs rise. The best hope for bridging that gap—thus cutting time and money from drug development—rests with translation-focused disease foundations."
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