Streetwise Biotech / Pharmaceuticals Articles
Immunotherapies Attack Cancers and Grow Portfolios: Mara Goldstein
Source: George S. Mack of The Life Sciences Report (7/26/12)
Sometimes valuations don't match the fundamentals of a stock, according to Cantor Fitzgerald & Co. Senior Biotechnology Analyst Mara Goldstein, who understands the science and its relationship to value. Goldstein recommends a handful of small-cap immunotherapy companies that were up 14–42% over the month of June; she also has one large-cap idea for more patient investors. In this exclusive interview with The Life Sciences Report, Goldstein makes a case for favorite companies that should continue making shareholders happy.
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Special Report Reveals Biotech Stock Drivers: Michael Hay
Source: George S. Mack of The Life Sciences Report (7/26/12)
Certain predictable dates and events bring profound effects to bear on biotech stocks. Michael Hay, vice president of Sagient Research Systems, successfully applies the art and science of important catalysts to predict when biotech stocks will move up or down. In this exclusive interview with The Life Sciences Report, Hay discusses his strategy and names companies that will produce meaningful gains for investors.
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Good News in Hard Times: More Money for Biopharma
Source: Genetic Engineering & Biotechnology News (7/26/12)
"Venture capital firm New Enterprise Associates says investments in biopharma and other healthcare startups will be included in its just-closed 14th fund totaling $2.6B."
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Six Ways to Save Biotech
Source: BioSpace, Karl Thiel (7/24/12)
"Of course, the number one way to return the biotech ecosystem to full health is to build a healthy economy in which there is more appetite for risk. But let's hope the current adversity will lead to some creativity that will better serve the industry in good times as well as bad."
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Three Important Biotech Names
Source: George S. Mack, The Life Sciences Report (7/21/12)
The term reovirus (respiratory enteric orphan virus) was originated by Albert Sabin, who is now synonymous with the oral poliomyelitis vaccine that bears his name. Now, after more than a half-century of research, investigators at a handful of biotech companies are moving the virus forward as a cancer-fighting agent. The reovirus is found extensively in nature, and most humans have had a GI tract infection with it by the time they are beyond childhood or into early adulthood. Reovirus infection is in most cases asymptomatic, and it is not at all considered to be virulent. So, what meaning does a harmless virus have for disease, and especially for deadly cancers?
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Fewer Approvals and Filings Sully FDA Offensive
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (7/20/12)
"Despite declines in the first half of 2012, FDA remains on track to roughly replicate its performance for all last year, when 30 new drugs won approvals."
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Biotech 'Diamonds-in-the-Rough' Promise Huge Potential Returns: Rahul Jasuja
Source: George S. Mack of The Life Sciences Report (7/19/12)
Rahul Jasuja, managing director and senior biotechnology analyst with Noble Financial Capital Markets, doesn't shy away from the smallest micro-cap companies. He relishes the potential upside in finding undervalued drug developers with technology platforms that are, frankly, difficult for most investors to understand. The micro-cap companies he covers must demonstrate scientific rigor and have management capable of executing corporate and clinical goals. In this exclusive interview with The Life Sciences Report, Jasuja shares some of his favorite names, which he believes can return major multiples back to investors.
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Why Your Health Care Is So Darn Expensive
Source: Alex Daley and Doug Hornig, Casey Research (7/19/12)
"At that point, it isn't lifestyle changes that are keeping us alive—it's machines and doctors and medicines doing a lot of the heavy lifting in order to grant us those precious extra days."
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Mergers Show How Affordable Care Act Will Deliver Profits
Source: Don Miller, Money Morning (7/19/12)
"The two largest managed care firms, UnitedHealth Group Inc. and WellPoint, are now big players in Medicare Advantage and Medicaid, according to The Huffington Post. And with the impending influx from the Affordable Care Act, they plan to get even bigger."
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Personalized Medicine: Challenges Lie Ahead
Source: John Sterling, Genetic Engineering and Biotechnology News (7/18/12)
"'The beautiful thing about personalized medicine is we're going to mitigate the technical risk dramatically. . .But until we solve the business model question, we have a significant challenge.'–Dr. David Nelson."
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Four Ways to Outrun Obsolescence in Biotech
Source: Zachary N. Russ, Genetic Engineering and Biotechnology News (7/17/12)
"To stay ahead in the ever-quickening world of research, scientists must be fast and cunning."
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Anti-Obesity Pill Wins Approval
Source: Associated Press (7/17/12)
"Vivus Inc.'s Qsymia is the second weight-loss drug approved by the FDA in less than a month, following Arena Pharmaceutical's pill Belviq in late June."
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Rare Diseases Research Gets Legislative Pick-Me-Up
Source: Peter Winter, BioWorld Insight (7/16/12)
"The pharmaceutical industry has started to shift the strategic focus of its research to embrace rare diseases, catalyzed in part by the slowing down in growth due to patent expirations, generic competition, thinning product pipelines and increasingly stringent regulatory guidelines."
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Glaxo to Buy Human Genome Sciences for $3B
Source: The New York Times, Michael de la Merced (7/15/12)
"GlaxoSmithKline is paying $14.25 a share in cash, nearly double where Human Genome Science's shares were trading before news of the Glaxo's initial offer was disclosed."
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Sugar-Fueled Brain Chips Are Major Medical Breakthrough
Source: Michael Robinson, Money Morning (7/14/12)
"These or similar devices could play a vital role in the biotech revolution. They could help brain-damaged patients and stroke victims walk again or operate computers with their minds."
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Profit from Canadian-Based Biotechs and Specialty Pharmas: Philippa Flint
Source: George S. Mack of The Life Sciences Report (7/12/12)
Covering a wide variety of small biotech and pharma companies domiciled in Canada, Bloom Burton & Co. Research Analyst Philippa Flint discusses important biotech and specialty pharma names that she knows quite well and expects to be very profitable for investors. In this exclusive interview with The Life Sciences Report, Flint explains in depth why her favorite companies should be in your portfolio.
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IMS Study Forecasts Rebound in Global Spending on Medicines
Source: PharmPro (7/12/12)
"Following several years of slowing growth, the global market for medicines is poised to rebound from an expected low point of 3–4% growth in 2012 to 5–7% in 2016."
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US Patients Get Cancer Drugs Faster and Pay More
Source: Ed Silverman, Pharmalot (7/10/12)
"Between 2000 and 2011, new oncology drug approvals in the U.S. outpaced European approvals by 33%. At the same time, prices for cancer medications in Europe, on average, were 9% lower than in the U.S., according to a new report from the Tufts Center for the Study of Drug Development."
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What Patent Cliff? Pharma ETFs Continue to Surge
Source: Eric Dutram, Zacks Investment Research (7/10/12)
"Many analysts discounted pharma's ability to plan for the 'patent cliff.' The industry has been hard at work building up cash reserves in order to boost nearly empty pipelines."
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A Possible Bidding War for Human Genome Sciences?
Source: Seeking Alpha (7/9/12)
"Human Genome has set a July 16 deadline for takeover offers from suitors other than GlaxoSmithKline. Investors would likely react with horror and anger if Celgene were to make a run at Human Genome."
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The Race between Science and Politics
Source: Ray Blanco, The Daily Reckoning (7/6/12)
"On the one hand, we have scientific advance, unraveling the mysteries of life and developing revolutionary new therapies. On the other, we have politicians trying to lock everything down into a stasis, whether they know it or not."
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Biopharmaceutical Intellectual Property Is Safe Behind the BRIC Wall
Source: Michael Harris, BioWorld (7/6/12)
"A significant amount of growth is expected from an influx of biopharma companies looking to establish a presence in BRIC countries, where they not only will be seeking to capitalize on the R&D and manufacturing infrastructures but also filing patent applications to sell drugs to local populations."
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Follow Venture Capital to Big Gains in Biotech: Peter Johann
Source: George S. Mack of The Life Sciences Report (7/5/12)
Peter Johann is a managing general partner at NGN Capital, a venture capital firm that invests in private and public biotech and medical device companies. In this exclusive interview with The Life Sciences Report, Johann discusses pharmaceutical and medical device companies in his portfolio, pointing out opportunities for venture capitalists that are also potential boons for private investors.
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Supreme Court Sets Stage for Changes to Drug Development and Investment Priorities
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (7/5/12)
"Innovative drugs that offer clear superiority over existing products are likely among the beneficiaries of the healthcare overhaul."
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Healthcare Ruling: Key Takeaways for Investors and Taxpayers
Source: Diane Alter, Money Morning (7/4/12)
"In the wake of the Obamacare ruling, select healthcare stocks are poised to benefit while the outlook for others is somewhat sickly."
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