A Huge Investment Opportunity in Drug-Making Technology
Source: Patrick Cox, The Penny Sleuth  (6/22/12)
"Nonmammalian, plant-based biomanufacturing also has a very big advantage in safety. Using a plant cell system is like having a biological firewall that protects against the transmission of infectious organisms to patients via the therapeutics." More >

The Price of Togetherness
Source: BioSpace, Karl Thiel   (6/22/12)
"The growing demand for drugs in emerging markets means that some of these collaboratively developed drugs may eventually reach much broader audiences, meaning larger populations over which to recoup development costs, bigger opportunities for rare disease indications and acceptable profits even if prices are forced lower." More >

Former Drug Developer Discovers Next-Generation Biotech Stocks
Source: George S. Mack, The Life Sciences Report  (6/22/12)
Raghuram "Ram" Selvaraju, an analyst I recently interviewed for The Life Sciences Report, began his initial career in translational drug discovery at Serono in 2000 with early and remarkable success. As a young researcher he demonstrated real insight and ability when he discovered the first novel protein candidate ever developed entirely within the company. Fast forward to March 2012, and we find Selvaraju in the middle of another singular event, when he became the first analyst ever hired by Aegis Capital Corp. in the company's 26-year existence. In between these extraordinary life experiences, Selvaraju managed for get himself ranked as a #1 "Best on the Street" analyst in the Wall Street Journal in 2006 when he was at Rodman & Renshaw. More >

Medtech Execs Bullish on Industry Growth
Source: MedCity, Arundhati Permar   (6/21/12)
"Whatever concerns people have about the FDA, real and imagined, medtech executives are solidly bullish about the global prospects of the medical device and diagnostics industry." More >

BIO 2012: Implications of the 'Patent Cliff'
Source: Nuala Moran, BioWorld Today  (6/19/12)
"No doubt the patent cliff is reshaping the industry, but the good news is that the market for prescription drugs will grow by 3.1% per year between 2011 and 2018 to reach $885B, according to figures compiled from the forecasts of the leading industry analysts." More >

Costly Track-and-Trace Provision Dropped from Pending FDA Bill
Source: Associated Press, Matthew Perrone  (6/19/12)
"Pharmaceutical companies have gotten more aggressive in pushing for a national framework to avoid the costs of complying with individual state tracking laws. Industry groups said they would continue working toward a federal track-and-trace system." More >

You Should Give These 4 Antibiotic Picks a Shot
Source: George S. Mack, The Life Sciences Report  (6/19/12)
Needham and Company Senior Biotechnology Analyst Alan Carr is known on Wall Street for his meticulous research in the realm of molecular medicine. Before joining the firm, Carr, who did his doctorate work in molecular biophysics and biochemistry, worked in the technology transfer group at Yale University. He successfully out-licensed a number of proposed drug candidates and technology platforms there. That kind of work requires a thorough knowledge of drug discovery, development, deal-making and valuation, which is what Carr brings to the table as a sellside analyst. Indeed, after settling in at Needham, he began publishing a series of Hitting the Target industry reports in 2007, one of the first being 5-HT Receptors, where he performed diligence on companies that were attempting to exploit the 5-hydroxytryptamine (serotonin) pathway. Later he would publish his classic Antibiotics and the Ribosome installment, followed by an Antibody Drug Conjugates edition, as well his 72-page Acute Myeloid Leukemia report. There were others, and I loved them all. So, when I got on the phone to interview Alan for The Life Sciences Report story, Reap Biotech Profits from Overlooked Spaces, I was particularly anxious to hear some of his newer thoughts and ideas. More >

Immunotherapy Comes of Age at ASCO 2012
Source: Seeking Alpha, The Swiss Trader  (6/18/12)
"At the American Society of Clinical Oncology conference in early June, there were over 300 abstracts relating to immunotherapy. The technology's advancement is evident by its growth." More >

Myriad Fires First Shot in Circuit Rematch over Gene Patenting
Source: Alex Philippidis, Genetic Engineering and Biotechnology News  (6/15/12)
"The first question remains open: What intellectual material is patentable? The second was partly answered by Justice Breyer in Mayo v. Prometheus: What has to be added to a law of nature to make it a patentable process?" More >

How to Find Small Companies with Big Prospects: Raghuram Selvaraju
Source: George S. Mack of The Life Sciences Report  (6/14/12)
Raghuram "Ram" Selvaraju's professional career started at the Geneva-based biotech firm Serono in 2000, where he discovered the first novel protein candidate developed entirely within the company. He subsequently became the youngest recipient of the company's Inventorship Award for Exceptional Innovation and Creativity. Now an analyst with Aegis Capital Corp., Selvaraju is bringing biotech growth names to his firm's customers. In this exclusive interview with
The Life Sciences Report
Selvaraju shares stock ideas that could return significant gains to investors. More >

Tiny the Mouse Takes a Giant Step for Mankind
Source: Severine Kirchner, The Daily Reckoning  (6/14/12)
"Don't be fooled by this little mouse's name, because what Tiny represents in the world of regenerative medicine is anything but tiny." More >

Five Ways to Spot the Next Hot Biotech Stock
Source: Keith Fitz-Gerald, Money Morning  (6/13/12)
"For all their potential, biotech stocks remain among the most challenging for investors to identify, select and earn money on. However, with a little bit of guidance you can narrow your list to the stocks with the highest likely upside." More >

High Court to Hear Amgen's 'Fraud-on-the-Market' Case
Source: Mari Serebrov, BioWorld Today  (6/12/12)
"The biotech industry is hoping the Supreme Court will do what Congress hasn't been able to do—give companies a fighting chance against class-action shareholder lawsuits claiming 'fraud on the market.'" More >

Human Genome Returning 13% with Bet on Glaxo Sweetener
Source: Bloomberg, Tara Lachapelle  (6/12/12)
"Glaxo, which collaborates with Human Genome on three drugs, may raise its bid to $15 a share to overcome the company's poison pill." More >

ETF Trading Report: Pharma, Consumer ETFs in Focus
Source: Eric Dutram, Zacks Investment Research  (6/11/12)
"The pharma sector experienced a boost in trading activity to start the week. Volume across the pharma space was high as investors sought exposure to perceived safe havens." More >

A Star Is Born at ASCO 2012
Source: Medical Technology Stock Newsletter  (6/8/12)
"This year's ASCO winners appear to have solid momentum that is allowing them to buck the 'sell ASCO' mantra." More >

Reap Biotech Profits from Overlooked Spaces: Alan Carr
Source: George S. Mack, The Life Sciences Report  (6/7/12)
Within the investment community, the story goes that new antibiotics can't generate big profits and central nervous system (CNS) drugs are too difficult to develop. Investors worry they could be throwing good money after bad. Senior Biotechnology Analyst Alan Carr of Needham & Company refutes these tales and believes that product differentiation provides the formula for success. In this exclusive interview with
The Life Sciences Report,
Carr shares his deep industry knowledge and renders his very best ideas in the CNS, antibiotic, antiviral and metabolic spaces. More >

New AMA Chief: No Chaos with Court's Health Ruling
Source: Associated Press, Lindsey Tanner  (6/6/12)
"The AMA has supported Obama's health overhaul, though a vocal contingent of doctor-members has urged the group to back off that stance." More >

Six Biotech Stocks Riding the Baby Boomer Wave
Source: Diane Alter, Money Morning  (6/6/12)
"While no one has discovered a cure for Alzheimer's, cancer, Parkinson's or other ailments that come along with old age, several biotech companies are racing to cure a long list of diseases and disorders. The prospects are daunting but the possibilities in the biotech field are literally endless, for patients and investors alike." More >

ASCO 2012: Finally, Progress Reported With Targeted Treatments for Lung Cancer
Source: Anette Breindl, BioWorld  (6/5/12)
"While breast cancer's pink ribbons have become a cottage industry, many of lung cancer's victims—even if they are nonsmokers—are less enthusiastic about being the face of a disease that many people view as self-inflicted. But several presentations at this year's ASCO meeting suggested that scientists are beginning to make inroads into the disease, which kills more patients than breast, prostate and colorectal cancer combined." More >

Autologous Immunotherapy Updates at ASCO Further Define Antitumor Immune Responses
Source: Patricia Dimond, Genetic Engineering and Biotechnology News  (6/4/12)
"Accumulating clinical and immunologic evidence presented at this year's ASCO meeting moved autologous cancer therapeutics further toward meeting the need for less-toxic therapies." More >

Biotech Ideas That Will Change the World: Patrick Cox
Source: George S. Mack, The Life Sciences Report  (5/31/12)
For Patrick Cox, disruptive technologies drive change and harbor opportunity. Cox, editor of Breakthrough Technology Alert and Technology Profits Confidential, and a contributor to The Daily Reckoning, strives to find novel ideas in small-cap companies that are off investors' radar screens. In this exclusive interview with The Life Sciences Report, Cox reveals—in his characteristic none-too-shy style—where he believes investors can find huge returns in biotech companies that will change the world. More >

3 Biotech Stocks That Could Change the World
Source: George S. Mack, The Life Sciences Report  (5/31/12)
Every investor is in search of a breakthrough that will change the world. Patrick Cox has seen it all before, as an insider at Netscape Communications before it was acquired by AOL Inc. (NYSE: AOL) at the end of 1998, and before Microsoft Corp. (NASDAQ: MSFT) ever noticed that the world was shifting under its feet. The browser revolution began with the straightforward idea that all computer operating systems could be networked with seamless cross-platform ease. I recently interviewed Cox, now editor of Breakthrough Technology Alert and Technology Profits Confidential, for the story "Biotech Ideas That Will Change the World" in The Life Sciences Report. He sees a new revolution in progress as stem cell technologies and targeted therapies begin to change the entire paradigm of medical practice. More >

The 152-Year-Old Brain That Changed the Course of Science
Source: Michael Robinson, Money Morning  (5/29/12)
"An accident a century and a half ago has provided a major link to one of the biggest quests in all of science: getting a complete map of the human brain. Once we have that under our belts, you will see one biotech breakthrough after another after another." More >

M&A Likely to Grow with Deal Premiums and Multiples
Source: Alex Philippidis, Genetic Engineering & Biotech News  (5/28/12)
"The bad news for the IPO market should be good news for biopharma M&A this year. Big companies are increasingly willing to pay a big price for a larger presence, notably specialty pharma and diagnostics." More >