Streetwise Biotechnology / Pharmaceuticals Articles

Biopharmas Shift Q1 Fundraising into Overdrive
Source: Peter Winter, BioWorld (4/10/13)
"Biotech companies generated $5B in the first quarter of 2013. . .The heavy lifting for the period was carried out by public companies, which were responsible for 65% of the total."
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In Biotech, Bad Management Trumps Good Science
Source: Stephen Nagler, MedPro Investors LLC (4/2/13)
"Honesty and reliability, including full and accurate disclosure of corporate results, achievements and expectations, is a fundamental condition of good management, which investors must be able to rely upon as a condition of investing."
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7 Big Growth Stories in Biotech: Keith Markey
Source: George S. Mack of The Life Sciences Report (3/28/13)
As a former biotechnology researcher and 25-year Wall Street veteran, Griffin Securities Inc. Analyst and Scientific Director Keith Markey understands how novel, cutting-edge technology can produce extraordinary new products that bring in revenues with double-digit growth potential. Markey reveals his best ideas in this Life Sciences Report interview, providing his growth thesis for every name and describing why each has potential for at least a double.
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Three Outside-the-Box Biotechs
Source: George S. Mack of The Life Sciences Report (3/28/13)
I had a really nice chat with Griffin Securities analyst and scientific director Keith Markey about a wide-ranging group of topics. My goal is to always talk about individual biotech and sometimes medtech stocks, but we got started on another subject right away. Although he's been an analyst for 25 years now, Markey started his career as a molecular biologist doing wet lab bench research. So, I thought my first and most natural question would be about how the biotech industry has changed from the drug discovery perspective. He says it hasn't, at least in one sense. "It's still about the biochemical pathways," he says. "They still pave the way to new therapeutic approaches. It was basic research that led Genentech and Amgen to pursue their initial drugs, a tissue plasminogen activator (tPA) and erythropoietin," he says.
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Solving the R&D Investment Dilemma with Project Funding: Mark Kessel
Source: George S. Mack of The Life Sciences Report (3/21/13)
Big pharma knows how to market products. But has it lost a step on the drug development side? Is there a better way to incentivize drug development and make money at it? Mark Kessel, co-founder and partner at private equity firm Symphony Capital LLC, has developed an investment technique that funds promising biotech companies without exposure to all the losses built into a startup model. In this interview with The Life Sciences Report, Kessel talks about his method and how it has worked with specific biotech companies.
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This Biotech Patent Leader Generates an 8.3% Dividend Yield
Source: Michael Robinson, Money Morning (3/19/13)
"A biotech, you see, is no different than any other kind of high-tech firm: If it has enough patents, it can use them as a cash-generating machine."
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Biotech Sector Analysis: March Madness
Source: John McCamant, Medical Technology Stock Letter (3/15/13)
"Sound sector and company fundamentals are intact, and improving in some cases. The industry gatekeeper—the U.S. Food and Drug Administration (FDA)—continues to be cooperative. The bullish stock market also bodes well—as cash flows into healthcare funds remain abundant—driving many stocks to what appear to be extended levels."
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This Healthcare Fund Is Up 70%: Why I'm Not Selling
Source: Steve Sjuggerud, Steve Sjuggerud's Daily Wealth (3/12/13)
"Have your exit plan in place, but don't sell. As I've explained many times, this market has the potential to run much higher."
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10 Biotech Stocks Poised to Run: George Zavoico
Source: George S. Mack of The Life Sciences Report (3/7/13)
For the first time in ages, conditions for biotech investment are just right. The capital markets have loosened up, and institutional investors are ready to bid up share prices on stories that have both merit and looming catalysts. Sure, there's risk. . .but without it, there's no upside. In this Life Sciences Report interview, Senior Analyst and Managing Director George Zavoico of MLV & Co. identifies a group of biotech companies with market-moving events on their calendars. Sharpen your pencils: From cancer to coronary artery disease to vaccine technology, Zavoico names potential winners.
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Investment-Based Crowdfunding for Biotech Companies: A Revolution with Risk
Source: Krist Werling, Bob Cohen and Michael Pilo, Genetic Engineering & Biotechnology News (3/1/13)
"The second model is an equity-based or investment-based model and involves an actual investment in an entity that is pursuing a project. Members of the "crowd" that provide funding receive an ownership interest in the entity."
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Why Does the Pentagon Want to Use This Penny Stock to Cure the Flu?
Source: Michael Robinson, Money Morning (2/21/13)
"Fighting the flu is a big part of the roughly $30B vaccine industry. It's a battle that puts roughly 200,000 Americans in the hospital each year."
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Like Peanut Butter and Chocolate: RNA Interference's Hot Partnership with Stem Cells
Source: Severine Kirchner, The Daily Reckoning (2/19/13)
"Combining stem cell treatments with RNAi, the hottest technique in molecular biology, opens more possibilities and hopes than ever before of curing degenerative diseases."
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Ram Selvaraju: Fall in Love with These Nine Biotech Stocks
Source: George S. Mack of The Life Sciences Report (2/14/13)
When it comes to unearthing dynamic micro-cap biotech investment opportunities, Ram Selvaraju is a master. Selvaraju, managing director and head of healthcare equity research at Aegis Capital Corp., has selected nine names destined to attract investors willing to take calculated risks, which he shares in this interview with The Life Sciences Report. He also explains why he expects 2013 will be another good year for the biotech industry.
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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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