Streetwise Biotech / Pharmaceuticals Articles
Let Volatility Power Your Micro-Cap Biotechs
Source: George Mack of The Life Sciences Report (4/27/16)
ROTH Capital Partners' Joseph Pantginis falls into that old-fashioned category of analysts who believe that good data can't help but drive a stock, no matter how far into the depths it may have sunk. In this interview with The Life Sciences Report, Pantginis presents his detailed growth theory on two names, and he leaves two Focus Picks on the table for investors to do further diligence on.
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Soligenix Fosters Potent Pipeline of Orphan Disease Compounds in Areas of Unmet Medical Need
Source: Special to The Life Sciences Report (4/27/16)
With a robust pipeline of drugs in late-stage clinical trials and milestones on the horizon, it's no wonder Soligenix Inc.'s CEO, Dr. Christopher Schaber, holds an optimistic view of the company's future. Two candidates targeting orphan diseases—a type of lymphoma and pediatric Crohn's disease—are in Phase 3, a treatment for oral mucositis is in Phase 2, and Soligenix's biodefense vaccine and therapeutic platform is backed by significant government funding. In this interview with The Life Sciences Report, Dr. Schaber expands on the status of the company's portfolio.
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What Andy Grove and Michael Milken Have Taught Us About Prostate Cancer
Source: George S. Mack of The Life Sciences Report (4/20/16)
Solid tumors are typically managed with surgical resection, chemotherapy, radiation and biologics, but it's the secondary tumor mass, the metastasis, that kills patients. Dr. Stuart Holden of the UCLA Institute of Urologic Oncology understands the importance of targeting metastatic disease, which is driven by different genetic factors than the primary tumor from which it arose—a fact that oncologists are just now coming to grips with. In this interview with The Life Sciences Report, Dr. Holden describes an essential target in aggressive prostate cancers, and a drug with the potential to address that target and extend the lives of thousands of men.
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Relmada Therapeutics Launches Pharmaceutical Armada Against Chronic Pain and Opioid Abuse
Source: Special to The Life Sciences Report (4/20/16)
To treat chronic pain without risk of addiction is to straddle a knife's edge. But Relmada Therapeutics Inc. has a small fleet of compounds in development that address both sides of an issue that has become a newsmaker, given the recent upsurge in heroin addiction and the ever-present conundrum of alleviating severe pain in chronic disease and after surgery. In this interview with The Life Sciences Report, Relmada's Michael Becker describes the company's programs, which are advancing steadily toward the marketplace.
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Drug Pricing, Presidential Politics, and Three Biotechs with Promise
Source: George S. Mack of The Life Sciences Report (4/13/16)
While the vagaries of the 2016 political season create uncertainty in the biotech and pharmaceutical sectors, companies are moving ahead with innovative cell therapies, gene therapies and new, safer ways to deliver addictive drugs, and investors find themselves in a position to play the development ideas with varying degrees of risk. In this interview with The Life Sciences Report, George Zavoico of Jones Trading Institutional Services explores how the presidential race could affect the biotech industry, and explains the growth prospects of three biotech names that could strike gold.
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How Three Companies Have Been Resurrected from Failed Clinical Trials: George Zavoico of JonesTrading
Source: George Mack of The Life Sciences Report (4/6/16)
Data can create or destroy the value of a biotech investment in an instant, but hitting or missing an endpoint doesn't always tell the story. For instance, Genentech's Herceptin (trastuzumab) is a blockbuster, bringing in $7.4B in revenue during 2015, but at one point investigators thought it was a complete failure. It took patience, time, additional capital and careful analysis of subpopulations of breast cancer patients to figure out that Herceptin would ultimately save many lives. In this interview with The Life Sciences Report, George Zavoico of JonesTrading Institutional Services discusses the growth prospects of three biotech names that have been wrecked and left for dead, but could ultimately resurrect themselves from a misleading pile of rubble.
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Stellar Biotechnologies: Cures for Cancer, Alzheimer's Disease, Lupus, and More Underscore the Critical Need to Protect Oceans
Source: Staff of The Life Sciences Report (4/5/16)
Frank Oakes, the chairman, president and CEO of Stellar Biotechnologies, has a passion for the potential life-saving cures the ocean may provide. His company, a world leader in the production of sustainable, scalable and fully traceable GMP-grade KLH protein, has established research and manufacturing facilities along the Pacific Ocean to produce KLH, and Oakes himself has more than three decades of management experience in aquaculture. In this interview with The Life Sciences Report, Oakes talks about how he got involved in this exciting and emerging space, and describes the potential Stellar KLH has in the burgeoning field of immunotherapy.
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Diffusion Pharmaceuticals Takes Aim at Brain Cancer: CEO David Kalergis
Source: George S. Mack of The Life Sciences Report (3/30/16)
It takes extraordinary dexterity to execute a strategic merger, and then to take first steps toward positioning a new molecular entity for a Phase 3 drug trial and potential partnership with a big pharma. That's exactly the inflection point at which Diffusion Pharmaceuticals Inc. finds itself, says CEO David Kalergis. In this interview with The Life Sciences Report, Kalergis lays out Diffusion's plan for pivotal development of its treatment for primary brain cancer, which could drive the company's market cap to valuations that would bring huge upside to investors if successful.
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VANC Pharmaceuticals Could Earn 75% Net Margin with OTC Iron Supplement
Source: Nick Hodge, Outsider Club (3/28/16)
On March 7, VANC Pharmaceuticals announced the launch of a new over-the-counter (OTC) iron supplement called Hema-Fer. As the company gears up to market Hema-Fer across Canada, it is important to understand that VANC sells two types of products: generic prescription drugs and over-the-counter products.
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How to Trade Sarepta Therapeutics Ahead of ADCOM: Chen Lin
Source: Chen Lin, What Is Chen Buying? What Is Chen Selling? (3/24/16)
Sarepta Therapeutics Inc. (SRPT:NASDAQ) is scheduled to have its FDA Advisory Committee Meeting (ADCOM) to review eteplirsen as a treatment for Duchenne muscular dystrophy (DMD) amenable to exon 51 skipping on April 25, a little over a month from now. According to newsletter writer Chen Lin, this is a huge binary event for the company. In this article, Lin lays out his investment thesis on the stock ahead of the meeting, and his hopes for eteplirsen's approval.
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Cellceutix Pipeline Continues to Hit Milestone After Milestone
Source: Staff of The Life Sciences Report (3/23/16)
Cellceutix Corp. (CTIX:OTCMKTS), a small-cap biotech company focused on developing novel compounds for a range of applications, has released a flurry of announcements over the past five weeks as several of its pipeline drugs cleared regulatory hurdles and readied for their next milestones. The series of press releases on three different Cellceutix experimental drugs put a charge in the stock, sending it upward in a matter of a few days by more than 57% to a high of $1.81/share on Tuesday, March 21.
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From Acorns Mighty Biotech Trees Can Grow: Laidlaw's Jim Molloy
Source: George S. Mack of The Life Sciences Report (3/16/16)
After a devastating start to 2016, biotech stocks have snapped back. Laidlaw & Co. analyst Jim Molloy likes the resurgence he's seeing in biotechnology share prices, but cautions that confirmation of a recovery will require cash-laden drug developers to begin acquiring smaller biotechs trading at depressed market valuations. In the meantime, Molloy says, individual and small institutional investors can still buy growth stories at bargain prices. In this interview with The Life Sciences Report, Molloy mentions three names with near-term catalysts that, with good data, can bring a needed lift to biotech portfolios.
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Seven Biotech Names on the Upswing: 2016 Small-Cap Biotech Watchlist Update
Source: Tracy Salcedo of The Life Sciences Report (3/9/16)
Biotech stocks—and the stock market in general—took a dive at the beginning of 2016, headed down on macroeconomic factors such as financial instability in China. The Life Sciences Report's 2016 Small-Cap Biotech Watchlist was not immune to that movement, heading into negative territory almost from the moment the selected companies were introduced. But as the market has shown signs of rebounding, so too has the Watchlist.
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Embrace Low-Cap Biotech for High Gains: Eden Rahim of Next Edge Capital
Source: George S. Mack of The Life Sciences Report (3/2/16)
Eden Rahim of Toronto-based Next Edge Capital has had his share of multibagger and grand-slam successes, and is one of the few mutual fund managers who feels comfortable investing in micro-cap biotech names side-by-side with billion-dollar biotech stocks. In this interview with The Life Sciences Report, Rahim describes a group of micro-, small- and mid-cap biotech names possessing powerful growth drivers that could perform even when the overall market is not so hot.
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Minimizing Mistakes in a Volatile Biotech Market: H.C. Wainwright's Ed Arce
Source: Gail Dutton of The Life Sciences Report (2/24/16)
Continuing stock market volatility is causing some investors to rethink their biotech investments. For generalists, in particular, choosing a winning company is almost a roll of the dice. In this interview with The Life Sciences Report, Ed Arce, a managing director with H.C. Wainwright & Co., shares insights investors can use to avoid mistakes when evaluating up-and-coming companies, and identifies some likely winners for 2016.
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Circling the Globe for Uncommon Biotech Opportunities: Van Leeuwenhoeck's Marcel Wijma
Source: George S. Mack of The Life Sciences Report (2/17/16)
Stock analysts fall into a few different categories. There are buyside analysts and sellside analysts, and then there are independent analysts commissioned by companies to highlight underexposed business models and growth prospects. The independent analyst, such as Van Leeuwenhoeck's Marcel Wijma, normally works in the small- and micro-cap stock universe, where the buyside and sellside rarely go. In this interview with The Life Sciences Report, Wijma brings to light five diverse, overlooked small-cap biotech stocks from Canada, Europe and Australia that could bring huge returns to investor portfolios.
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CorMedix Transformative Anti-Infective Technology for Catheters Developed to Decrease Serious Drug-Resistant Infections: CEO Randy Milby
Source: George S. Mack of The Life Sciences Report (2/11/16)
Patients on dialysis and cancer patients with indwelling catheters live with the possibility of contracting drug-resistant infections that can become more life threatening than their primary diseases. CorMedix Inc. (CRMD:NYSE.MKT) is developing a platform that has shown impressive results in preventing serious bloodstream infections. In this interview with The Life Sciences Report, CorMedix CEO Randy Milby addresses his company's science, pipeline and market opportunity. Chief Scientific Officer and Cofounder Antony Pfaffle, an internist who practiced nephrology, joins the conversation to relate his experience managing chronically ill patients undergoing catheter-based therapies in the critical care setting.
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Healthy Biotech Growth from Four Seedling Stocks: Raghuram Selvaraju of Rodman & Renshaw
Source: George S. Mack of The Life Sciences Report (2/10/16)
It takes nerves of steel to follow micro-cap stocks and ascribe future valuations in hefty multiples. Raghuram "Ram" Selvaraju of Rodman & Renshaw has made the micro- and small-cap biotech universe his specialty, and his track record is impressive. In this interview with The Life Sciences Report, Selvaraju, a former big pharma researcher, details four growth names that could follow in the hallowed footsteps of previous winners.
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Advanced Stem Cell Manufacture Saves Lives and Prints Money: Stewart Washer of Cynata Therapeutics
Source: Peter Byrne of The Life Sciences Report (2/3/16)
Cynata Therapeutics of Australia has carved a technological niche in the fast-advancing cell therapy market with a platform that renders the production of stem cell-based treatments for cancer and diseases of the immune system easy and affordable, saving lives and money. In this interview, Cynata's executive chairman Stewart Washer tells The Life Sciences Report why his company's technology, in studies for graft-versus-host disease, has proven itself a profit driver.
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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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