Streetwise Biotechnology / Pharmaceuticals Articles
Look North for Value-Priced Growth in Healthcare: StoneCastle's Bruce Campbell
Source: George S. Mack of The Life Sciences Report (2/3/16)
Canada is a wellspring for natural resources and the industries built around them. But the country also encompasses healthcare-related businesses that are growing, generating cash flow and flourishing. Bruce Campbell of StoneCastle Investment Management has managed both U.S. and Canadian portfolios, and he knows both spheres. As a hedge fund and mutual fund manager concentrating on Canadian companies, he has made a specialty in acquisitions of cash-generating healthcare companies. In this interview with The Life Sciences Report, Campbell discusses seven small-cap growth names, all of which have reached share-price levels that do not reflect their capacity to grow. Some may offer rare opportunities to buy at risk-mitigated value prices.
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A Small-Cap Biotech with Big Ideas for Acute Infections and Cancers: Cellceutix's Leo Ehrlich and Dr. Daniel Jorgensen
Source: George S. Mack of The Life Sciences Report (1/27/16)
Drug development seems to move at a snail's pace, but Cellceutix Corp.'s CEO Leo Ehrlich says his company has jumped through the most time-consuming hoops of development and now has a diversified pipeline with three main drug candidates, any of which could become the lead program with new data in 2016. Ehrlich and Chief Medical Officer Dr. Daniel Jorgensen, an infectious disease specialist, discuss the candidates, beginning with the first new class of antibiotics to enter Phase 3 in skin infections in decades.
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Making Old Drugs New Again with Specialized Biotech: DURECT Corp.'s James E. Brown
Source: George S. Mack of The Life Sciences Report (1/27/16)
Sometimes wonderful ideas live on and create value for the ages. Alza Corp. was a pioneer in the field of drug delivery, and that illustrious heritage continues in its spinout, DURECT Corp., which has leveraged the technology to enable highly innovative, value-added products that may soon be on the market. In this interview with The Life Sciences Report, DURECT cofounder and CEO James E. Brown discusses his company's pipeline, and how DURECT is evolving into a high-margin, blockbuster biotech.
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The 2016 Small-Cap Biotech Watchlist Debuts at the Biotech Showcase
Source: Tracy Salcedo of The Life Sciences Report (1/27/16)
This may prove a challenging year for small-cap biotechs, but the five analysts who selected companies for inclusion on The Life Sciences Report's 2016 Small-Cap Biotech Watchlist believe these companies have a good shot at producing innovative products in a variety of indications and producing value for investors. Discovery, it turns out, is not just about finding the cure for a particular disease; it's also about finding the companies best poised to reach that goal.
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Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits.
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The Academic Approach to Biotech Stocks: Alan Leong of BioWatch News
Source: George S. Mack of The Life Sciences Report (1/20/16)
Combining academic discipline with methodical due diligence, Alan Leong of BioWatch News undertakes a regimented review of each biotech and medtech stock he investigates. In some cases he will follow a company's clinical development program and data for years before he pulls the trigger and recommends a name. In this interview with The Life Sciences Report, Leong presents a number of names for investors' consideration. Many won't be mentioned in his usual write-ups: It's an early look at what's on his watch list and in his inbox. Each company carries its own risks, but every stock has a special growth story that could propel huge gains if data fall into place.
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A Bucket of Canadian Stocks Set to Soar in 2016: Euro Pacific Canada's Doug Loe
Source: Staff of The Life Sciences Report (1/13/16)
The new year is off to a turbulent start, with indices across all markets, including biotech, sliding downward in the face of headwinds from China. Canadian healthcare stocks offer a windbreak for biotech investors, however, especially if they select a diversified basket across the various sectors. In this interview with The Life Sciences Report, Euro Pacific Canada's Doug Loe details a basket of Canadian companies that offer shelter from the storm.
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Immunotherapy Inside the Cell: Three Companies on Their Way to the 'Holy Grail' of Cancer Treatment
Source: Tracy Salcedo of The Life Sciences Report (1/6/16)
Targeting diseases from inside the cell could be medicine's version of the dawn of the Internet. Or, as newsletter writer Chen Lin describes it, advances from companies like Sorrento Therapeutics Inc. to introduce autologous immunotherapy intracellularly "opens a whole dimension." Dorman Followwill of Frost & Sullivan suggests this new approach could shift the focus from "therapy" to "cure," with rewards for the companies leading the way. In this article, The Life Sciences Report explores the possibilities of these new technologies—and the prospects for companies like Sorrento, Inovio Pharmaceuticals Inc. and OncoSec Medical Inc.—with Lin, Followwill and Ram Selvaraju of Rodman and Renshaw.
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Aethlon Medical CEO Jim Joyce Discusses the Forthcoming 'Concussion' Movie and CTE Research Being Conducted by Aethlon's Exosome Sciences Subsidiary
Source: Gail Dutton of The Life Sciences Report (12/22/15)
Exosome Sciences, a majority-owned subsidiary of Aethlon Medical Inc. (AEMD:NASDAQ), is pioneering the potential use of an exosome-based biomarker to diagnose chronic traumatic encephalopathy (CTE), a condition that otherwise can only be identified postmortem. As James "Jim" Joyce, executive chairman, tells The Life Sciences Report, other companies are exploring this approach in oncology, but Exosome Sciences is the only company advancing an exosome-based candidate to diagnose CTE.
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RestorGenex and Diffusion Pharmaceuticals Announce Merger to Form Oncology Biotech Company
Source: The Life Sciences Report Staff (12/21/15)
The merger of RestorGenex Corp. (RESX: OTCQX) and privately held Diffusion Pharmaceuticals LLC, announced Tuesday, Dec. 15, will create an oncology-focused clinical-stage company with a diversified development portfolio of product candidates addressing novel targets, including several orphan indications, according to a press release issued by the companies. The combined company will be named Diffusion Pharmaceuticals Inc. and will be headquartered in Charlottesville, Virginia.
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Let Your Biotech Winners Ride into Orbit: Jason Napodano of BioNap Consulting
Source: George S. Mack of The Life Sciences Report (12/16/15)
Before starting his own firm in July, Jason Napodano spent more than 12 years at Zacks Investment Research producing highly detailed small-cap biotechnology research. Today, as owner and senior analyst at BioNap Consulting, Napodano is doing much the same, but with more flexibility. He follows dozens of companies and continues to perform diligence on new names with the single goal of finding multibaggers. One of his themes is to take a biotech basket-of-stocks approach, since he knows some names will fail but the winners will move upward with momentum. In this interview with The Life Sciences Report, Napodano discusses small-cap names with the potential to power portfolios to extraordinary levels.
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An Immunotherapeutic Approach to Glioblastoma: ImmunoCellular Therapeutics' CEO Andrew Gengos
Source: George S. Mack of The Life Sciences Report (12/16/15)
Los Angeles-based ImmunoCellular Therapeutics Ltd. is on the verge of a pivotal Phase 3 trial with its dendritic cell immunotherapy for brain cancer. It's an extraordinary and exciting time for CEO Andrew Gengos, who is a veteran biotech executive. In this interview with The Life Sciences Report, Gengos discusses his firm's recently reported Phase 2 data in glioblastoma, as well as the company's strategy for the upcoming registration trial.
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Panelists Select 19 Companies for the 2016 Small-Cap Biotech Watchlist
Source: Staff of The Life Sciences Report (12/15/15)
In advance of the Biotech Showcase 2016, The Life Sciences Report has once again solicited top analysts to provide the names of innovative biotech companies that investors should keep an eye on in the upcoming year.
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How to Get Your Piece of the Growing $186B Biomarine Industry: BICA's Pierre Erwes
Source: JT Long of The Life Sciences Report (12/9/15)
Sustainable harvesting the bounty of the ocean for pharmaceutical, nutritional and cosmetic uses is big business—$186 billion per year and growing. In this interview with The Life Sciences Report, BioMarine International Clusters Association Chairman Pierre Erwes shares the names of some public and private biotech companies making waves in the blue economy.
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Regenerative Medicine Follows the CAR T-Cell Gravy Train: Maxim Group's Jason Kolbert and Jason McCarthy
Source: George S. Mack of The Life Sciences Report (12/2/15)
Why have stem cell and regenerative medicine companies underperformed other segments of biotech? Maxim Group's Jason Kolbert and Dr. Jason McCarthy identify a possible answer: Investors believe stem cell data has yet to definitively reach proof of concept in the blockbuster indications that the companies are pursuing. They want to see results like those shown by gene therapy/CAR-T companies, such as bluebird bio Inc. ("the Bird") in sickle cell disease. In this interview with The Life Sciences Report, Kolbert and McCarthy tackle the issues that have frustrated investors, and leave readers with a list of names that could reap multiples on investment while patients enjoy longer lives.
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Clinton's Price Caps Are a Non-Starter: Liana Moussatos of Wedbush Securities
Source: Gail Dutton of The Life Sciences Report (11/24/15)
This fall, presidential candidate Hillary Clinton once again proposed price caps on out-of-pocket payments for pharmaceuticals. Liana Moussatos of Wedbush Securities has followed the price-cap discussion since the 1990s, and says the issue is more political than real. Given that, she tells The Life Sciences Report about some up-and-coming companies with products she believes are likely to make big improvements in the health of patients and the wallets of investors.
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Oppenheimer's Rohit Vanjani: Finding Profit in the Generic Drug Pricing Wars
Source: George S. Mack of The Life Sciences Report (11/18/15)
Several controversies have taken the air out of drug and biotech stocks, which performed quite well until midsummer. Among the injured players are generic drug makers, which landed hard after a high-flying period. But Oppenheimer & Co.'s Rohit Vanjani sees clear ways to profit despite the blowups. In this interview with The Life Sciences Report, the analyst identifies a handful of select generic drug and specialty pharma stocks that still have pricing power and margin expansion potential.
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Raymond James Analyst Reni Benjamin: Regenerating Portfolios with Cell Therapies, Antibodies and Small Molecules
Source: George S. Mack of The Life Sciences Report (11/4/15)
Reni Benjamin of Raymond James has watched biotechnology move into a new era in which cells and genes can be manipulated to produce true disease-modifying results. In this interview with The Life Sciences Report, Benjamin outlines the groundbreaking work being done by a number of companies with the potential to return multiples on investment over the next two to three years.
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How Cipher Pharmaceuticals Is Developing Products for Dermatological Disorders
Source: Dan Levy for The Life Sciences Report (11/4/15)
Skin disorders encompass a broad class of medical indications, from psoriasis to melanoma. Many companies focus on developing treatments for specific dermatological indications, but few have been able to build product portfolios with the range of therapeutic and consumer products currently marketed by Cipher Pharmaceuticals. In this interview with The Life Sciences Report, Shawn Patrick O'Brien, president and CEO of Cipher, describes his company's ongoing efforts to address unmet needs in dermatology.
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Eight Ways to Leverage the Small-Cap Biotech Bull Market: Ajay Tandon and Jay Albany of SeeThruEquity
Source: Gail Dutton of The Life Sciences Report (10/28/15)
SeeThruEquity's Ajay Tandon and Jay Albany are riding the biotech bull by harnessing the huge upside potential of micro-cap companies working in multiple subsectors, particularly in the rapidly advancing cancer immunotherapy sector. In this interview with The Life Sciences Report, Tandon and Albany toss the names of several companies into the arena for investors' consideration.
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OTC Strategy Supports Cobra Venom Pipeline in Asia and North America: Nutra Pharma's Rik Deitsch
Source: Gail Dutton of The Life Sciences Report (10/21/15)
A strategy of over-the-counter sales helps derisk Nutra Pharma Corp. as it advances a therapeutic pipeline based on cobra toxin. In this interview with The Life Sciences Report, CEO Rik Deitsch elaborates how he plans to grow the company through distribution of Nutra Pharma's pain medications in India, China, Canada and the U.S., and how therapies based on the toxin can address a variety of autoimmune diseases.
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The Inflammatory Disease Marketplace Meets the Drug Pricing Controversy: FBR & Co.'s Vernon Bernardino
Source: Dan Levy of The Life Sciences Report (10/21/15)
Chronic inflammation causes long-term pain and tissue scarring, manifesting in a range of diseases from rheumatoid arthritis to liver cirrhosis. With the introduction of gene therapy and immunotherapeutics, novel strategies targeting inflammatory disorders are being developed, creating hope for patients with no other clinical options. In this interview with The Life Sciences Report, FBR & Co.'s Vernon Bernardino provides insight on companies developing such strategies that also present solid investment opportunities.
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JMP Security's Michael King Jr.: Use Stock Volatility to Invest in Innovative Oncology Companies
Source: Gail Dutton of The Life Sciences Report (10/14/15)
Recent stock market volatility is an opportunity for biotech investors to pick up great stocks before market caps rise substantially. In this interview with The Life Sciences Report, Michael King Jr. of JMP Securities predicts an ongoing bull market for oncology and highlights some good buys in companies with experienced management and innovative science.
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Delivering the Triple Whammy that Makes Stem Cell Therapies Commercially Viable: Cynata Therapeutics' Ross Macdonald
Source: Gail Dutton of The Life Sciences Report (10/14/15)
Stem cell therapies have been slowed by high production costs, batch-to-batch variability and limited seed material. Ross Macdonald, CEO of Cynata Therapeutics, tells The Life Sciences Report how his company's innovative manufacturing methods can generate robust, consistent and inexpensive stem cells, and how this technology is likely to accelerate the commercialization of stem cell therapies worldwide.
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BTIG's Hartaj Singh's Advice for Biotech Investors: 'Hold Your Powder' 'til Winter
Source: Gail Dutton of The Life Sciences Report (9/30/15)
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.
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