Streetwise Biotechnology / Pharmaceuticals Articles
Six Innovative Australian Opportunities from Canaccord's Matthijs Smith
Source: Peter Byrne of The Life Sciences Report (8/28/14)
Canaccord Genuity's man on the beat in Australia delivers the insider scoop on how biotechs Down Under are faring in the markets. Matthijs Smith reveals a world of great firms, new products and competitive buys in this interview with the The Life Sciences Report. His enthusiasm for his work—spotting opportunities that help people cope with illness and injury—is contagious, and could bring renewed vigor to investors' portfolios.
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Laidlaw's Yale Jen: Biotech 101 for Buyers and Sellers
Source: George S. Mack of The Life Sciences Report (8/28/14)
Former biotech consultant Yale Jen picked up a few tricks advising companies on their pipelines before he came to Wall Street as a sellside analyst. These days Jen, managing director and senior biotechnology analyst at Laidlaw & Co., advises institutional investors to own stocks with stories that are not yet well understood by the market. In this interview with The Life Sciences Report, Jen offers investors a handful of names for consideration, each of which has an exceptional value proposition and exciting growth prospects.
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The Clear Map to this "Hidden" Investment Treasure
Source: Ernie Tremblay, Money Morning (8/25/14)
"As scientists reach the discovery limits of 'one-size-fits-all' drugs and the ailments that respond to them, such as infections and circulatory diseases, they find themselves up against tougher, wilier, more intractable challenges. . ."
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Medtech Shifts from High Gear into Overdrive: Canaccord’s William Plovanic
Source: Dan Levy of The Life Sciences Report (8/19/14)
Rapid growth in the medical device industry and changes in the regulatory environment have propelled valuations in the medtech sector to the high end of the range. But new technologies create new investment opportunities. In this interview with The Life Sciences Report, William Plovanic of Canaccord Genuity highlights investment opportunities in medtech companies with innovative products targeting high-impact areas such as obesity, diabetes and wound care.
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Wedbush Securities' Liana Moussatos on the Art and Science of Picking Biotechs with Upside
Source: George S. Mack of The Life Sciences Report (8/18/14)
Liana Moussatos of Wedbush Securities doesn't wait for the catalyst to strike. She, like other successful investors, picks her targets and takes profits earlier, while less sophisticated investors wait for the press releases. In this interview with The Life Sciences Report, Moussatos describes a group of biotech stocks rich with upcoming catalysts, and invites investors to sample what she expects will be exceptional profits.
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Bring On the Orphans: Aegis Capital's Raghuram Selvaraju Lays Out a Winning Biotech Strategy
Source: George S. Mack of The Life Sciences Report (8/14/14)
For former drug researcher Raghuram "Ram" Selvaraju, picking biotech stocks is both science and art. It's about understanding the competitive landscape and the mechanisms of drug action, and then making sure all the pieces fit together for a plausible investment case. In this interview with The Life Sciences Report, the managing director and head of healthcare equity research at Aegis Capital lays out his growth hypothesis for companies—several targeting orphan diseases—that he believes will nurture portfolios.
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Potential Payoffs for Ebola Vaccines Spurring Big-Board Biotechs
Source: BioMed Reports (8/12/14)
"An Ebola vaccine should be ready for public use by 2015, the United Nation's health agency has said."
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Taking Stock of the New Normal: Mark Landy on New Growth Ideas for Biotech Investors
Source: George S. Mack of The Life Sciences Report (8/7/14)
Medical technology is intimately linked to regenerative medicine. You could say these industries have a thunder-and-lightning relationship—you can't have one without the other. Mark Landy, director of research for medical technology and regenerative medicine at Summer Street Research Partners, has staked out the intertwined sectors as his universe of coverage. In this interview with The Life Sciences Report, Landy discusses three companies with very distinct capabilities that could bring extraordinary rewards to investors who understand the value propositions.
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Recap Analysis: Dealmaking in Life Sciences Remains On Robust Pace
Source: Peter Winter, BioWorld Insight (8/4/14)
"Recap's data clearly indicate a robust deal environment in the life sciences industry in the first half of this year, with volume reaching 1,337 transactions involving not only biopharmaceutical companies but also medical devices, diagnostics and tools firms."
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Christopher James Turns a Clinical Eye on Biotechs with High Reward Potential
Source: George S. Mack of The Life Sciences Report (7/31/14)
A biotech analyst could play it safe, and stick with mid-, late- and commercial-stage companies that offer higher odds and decent returns on good news. Christopher James, on the other hand, recommends that investors willing to diversify their holdings and take on informed risk hold a short list of companies with huge potential. James, a senior analyst and managing director at Brinson Patrick Securities, is a neurosurgeon by training, and examines new platforms and proposed therapies with a clinician's eye. In this interview with The Life Sciences Report, James turns that eye on three names with dramatic, paradigm-changing technology platforms that could energize portfolios.
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Is It Bad to Bottle Up Your Anger?
Source: Claudia Hammond, BBC (7/30/14)
"Even if studies are inconclusive as to whether getting angry is always good for us physically, surely the mere act of letting it all out will provide some relief, won't it? Maybe not."
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ROTH Capital's Debjit Chattopadhyay: Marriage of Diagnostics to New Therapies Breeds Biotech Winners
Source: Dan Levy of The Life Sciences Report (7/24/14)
Aging baby boomers face increased cancer risk, and growing numbers of obese and overweight Americans face metabolic disorders that could lead to cardiovascular disease. Debjit Chattopadhyay of ROTH Capital Partners recommends that biotech investors consider these trends when looking at portfolio options in the healthcare sector. A medical researcher turned biotech analyst, Chattopadhyay highlights several companies with unique diagnostic and therapeutic technologies in this interview with The Life Sciences Report.
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Tempering Insane Optimism with Due Diligence: Alan Leong on Niche Biotech Prospects
Source: George S. Mack of The Life Sciences Report (7/17/14)
Alan Leong has chosen to look for investments positioned in less obvious alcoves of the market. Interestingly, this concept could be a competitive advantage for retail investors. His niche markets include orphan, metabolic and animal companion medicine, as well as some less obvious indications for regenerative medicine. In this interview with The Life Sciences Report, the CEO of biotech analysis company BioWatch News cites four unconventional biotech and specialty pharma names positioned to generate significant returns for investors.
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Turnaround Stories Lead Reni Benjamin's Biotech Front-Runners
Source: George S. Mack of The Life Sciences Report (7/10/14)
The biotech bull market is not over. That's the judgment of Reni Benjamin of H.C. Wainwright & Co., who predicts high quality data from a broad range of small- and mid-cap biotechs will move shares higher during the summer and especially in the fall. In this interview with The Life Sciences Report, Benjamin showcases names with powerful platforms and market winds to their backs, which he believes could vigorously multiply investor capital over the next 12–18 months.
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Into Record-Setting Territory: Huge Q2 for Biotech and Pharma M&A
Source: Amy Brown, EP Vantage (7/9/14)
"The stampede of U.S. companies seeking shelter from the country’s high domestic corporation tax rate has largely driven the deal making. This financial engineering has been widely applauded by the markets but has increasingly been raising the ire of politicians."
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Bubble? What Bubble? The BioScience Profit Outlook for the Rest of 2014
Source: Ernie Tremblay, Money Morning (7/2/14)
"Bioscience investors are putting their money into companies making good drugs with solid data that meet critical needs in the real world. They're helping fuel R&D into terrible and terrifying diseases, and they're funding the distribution of those products into a waiting market."
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Healthcare Sector Spurred by Population Growth and M&As
Source: Frank Holmes, U.S. Global Investors (6/27/14)
"The recent trend in healthcare M&As has many benefits, not least of which is the ability to reach a wider range of people who depend on the drugs and treatments the industry delivers."
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Piper Jaffray's Charles Duncan Addresses Pot Shots
Source: George S. Mack of The Life Sciences Report (6/26/14)
Early-stage biotech is a risky investment, but some bets are safer than others. Inovio Pharmaceuticals Inc. is doing high-stakes experimental work in both preventive and therapeutic medicine, addressing HIV, cancers and pre-cancers. The company's lead clinical program is in Phase 2 and a data readout is imminent, which has made the stock both volatile and an easy target for critics. In this interview with The Life Sciences Report, Senior Biotechnology Analyst and Managing Director Charles Duncan of Piper Jaffray & Co. addresses some of the criticisms that overhang the stock.
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Three Ways to Spot Bad Biotech Data
Source: BioMed Reports (6/20/14)
"Biotech is (for the most part) a game of chance that has a lot to do with luck. However, I do believe that investors can significantly improve their chances of a win with just a rudimentary understanding of clinical trial data and how it is viewed by doctors and the FDA."
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Fire Up the Immuno-Oncology Powerhouses: John McCamant
Source: Editors, The Life Sciences Report (6/19/14)
Forecasting when we'll have a cure for cancer remains beyond the predictive powers of researchers and investors. But forecasting the focus of the latest American Society of Clinical Oncology meeting was in the cards: Immuno-oncology took center stage. In this interview with The Life Sciences Report, Medical Technology Stock Newsletter editor John McCamant describes the excitement surrounding this rapidly evolving sector, and names big pharma and small biotech players conjuring potential game-changers.
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Two Cancer Stocks Take Shots on Goal: Echo He
Source: George S. Mack of The Life Sciences Report (6/19/14)
Oncology is king in biotech. Patients must be put on one drug, and then another, followed by another, as the disease progresses and becomes resistant. Multiple drugs will always be necessary, meaning multiple opportunities for drug companies. In this interview with The Life Sciences Report, analyst Echo He, formerly with the Maxim Group, serves investors two cancer drug picks that have been battered but are hot for a comeback.
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The LifeSci Startup with 'The Ultimate App'
Source: Stephen Petranek, The Daily Reckoning (6/17/14)
"What if when you went into a grocery store, a smartphone app could tell you which foods you were about to purchase might make your specific body sick—or which might prevent illness?"
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Stunning Potential for Upside in Canadian Biotech: Brian Bloom
Source: George S. Mack of The Life Sciences Report (6/12/14)
You may not have thought to look northward for biotech innovators, but Bloom Burton & Co. cofounder and President Brian Bloom can show you some truly hot Canadian companies with compelling skill sets and pipelines. In this interview with The Life Sciences Report, Bloom talks about his firm's upcoming conference and presents a detailed picture of four very interesting companies that could return doubles, triples or more.
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Immunopalooza! Time to Profit (Again) from the 'ASCO Effect'
Source: William Patalon, Money Morning (6/12/14)
"Investors like us love ASCO because of the so-called 'ASCO Effect'—a hefty surge in cancer-focused biotech stocks that always accompanies the start of this meeting."
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Silver: The Undercover Super Metal Does Medicine, Too
Source: Visual Capitalist (6/12/14)
"Silver plays a major roll in technology today. From everyday gadgets to healing wounds, this precious is an important part of modern life."
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