Streetwise Biotech / Pharmaceuticals Articles
Mesoblast Ltd. Targets Success in the Degenerative Disc Space
Source: George S. Mack of The Life Sciences Report (7/25/13)
The biggest challenge in the treatment of degenerative disc disease lies in the inhospitable nature of the intervertebral space, where the blood flow and nutrients necessary to cell survival are in short supply. Mesoblast Ltd. has developed a cell therapy that addresses that challenge, triggering the regenerative qualities of surrounding cells to promote healing. In this interview with The Life Sciences Report, Mesoblast Founder, CEO and Managing Director Silviu Itescu describes the science that promises relief to millions of back pain sufferers.
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BioRestorative Therapies Inc. Develops Plug-and-Play Therapy for Bulging/Herniated Disc Disease
Source: George S. Mack of The Life Sciences Report (7/25/13)
Millions of people suffer back pain caused by herniated and bulging disc disease. When conventional medical therapies fail they often resort to surgery for relief, a costly and time-consuming solution for both patients and the medical system. In this interview with The Life Sciences Report, Mark Weinreb, president, CEO and chairman of BioRestorative Therapies Inc., describes how his company's cell therapy process could keep disc disease treatment out of the operating theater.
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Is Cell Therapy the 'Future of Medicine'?: Jason Kolbert
Source: George S. Mack of The Life Sciences Report (7/25/13)
The pricey evolutionary tradeoff for walking on two legs is the curse of lower back pain. Jason Kolbert of the Maxim Group understands the power of stem cells as disease-modifying therapies for degenerative disc disease of the spine, a leading-edge, multibillion-dollar indication. Kolbert explores the opportunities that cell therapies offer investors in this interview with The Life Sciences Report, and puts a personal spin on their regenerative promise.
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Raghuram 'Ram' Selvaraju on the Best Biotech Ideas of 2013
Source: George S. Mack of The Life Sciences Report (7/18/13)
Small-cap, oncology-focused biotechs with novel technologies have always been bestsellers for investors. Subplots have emerged along the way, but Aegis Capital Corp.'s Managing Director and Head of Healthcare Equity Research Raghuram "Ram" Selvaraju maintains that these companies continue to drive the biotech story forward. In this interview with The Life Sciences Report, Selvaraju reflects on the state of the industry and shares reams of information on specific ideas for investors.
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The Growing Appetite for Biotech: Pooya Hemami
Source: Peter Byrne of The Life Sciences Report (7/11/13)
When should investors jump on a junior biotech stock with a promising product in the pipeline? That's a tricky question, one that analyst Pooya Hemami of Edison Investment Research considers carefully as he tracks astonishing epigenetic-based and orphan drugs with novel applications. In this interview with The Life Sciences Report, Hemami describes how he assesses the viability of a junior firm and gives the nod to several well-positioned names in Planet Biotech.
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Silver's Antibiotic Potential
Source: Geoff Candy, Mineweb (7/9/13)
"Recent studies have shown that silver can significantly improve the efficacy of antibiotics."
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Biotechs Burning Rubber with Fundraising in Overdrive
Source: Peter Winter, BioWorld Insight (7/8/13)
"Over the past 12 months the number of "billion dollar" market cap biotech companies has increased by 51%."
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Recognizing the Disruptive Potential of Cancer Immunotherapy
Source: Michael Becker, Life Science Digest (7/8/13)
"Looking ahead over the coming months, there is reason for optimism regarding the next wave of phase 3 results from ongoing cancer vaccine trials. This is due to the fact that many of these products address the limitations of prior cancer vaccine approaches and/or have support from big pharma."
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How a Professional Investor Uses Twitter to Trade Smarter: Mike Havrilla
Source: George S. Mack of The Life Sciences Report (7/2/13)
Drug development is full of surprises, and those surprises are hitched to the catalysts that move biotech company stocks. Mike Havrilla, co-founder and analyst with BioRunUp, processes and trades on the news flow surrounding biotech and specialty pharma companies as they navigate the turbulent development cycle. In this interview with The Life Sciences Report, Havrilla talks about his methods and shares three rich ideas that could create doubles or triples for investors.
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Small-Cap Biotechs with Blockbuster Potential: Hugh Cleland
Source: George S. Mack of The Life Sciences Report (6/27/13)
Canadian portfolio manager Hugh Cleland of BluMont Capital has chosen an interesting niche. He invests in stocks too small for mutual funds and major institutions, which allows him to get in on the ground floor and capture huge gains when the companies begin to mature. He actively participates in each company's destiny, much like a venture capitalist. In this interview with The Life Sciences Report, Cleland discusses his "core four" and tosses in a handful of speculative tiny-cap companies that investors with enthusiasm for diligence should investigate.
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Five 'Red Hot' Biotechs: Chen Lin
Source: Zig Lambo of The Life Sciences (6/27/13)
Breakthrough therapies with billion-dollar market potential are what every biotech company seeks—and what every investor wishes for. Narrowing choices and focusing on opportunities with multibagger potential is the goal of every investor, and few do it better than Chen Lin, author of the popular stock newsletter What Is Chen Buying? What Is Chen Selling? In this interview with The Life Sciences Report, Lin focuses his analytical expertise on the biotech sector and names companies with blockbuster promise.
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Orphan Drugs Find Home in Transformational Biotech
Source: Patrick Cox, Daily Reckoning (6/27/13)
"Drugs eligible for PRVs are, by definition, orphan disease drugs. As a result, orphan drug candidates get valuable special treatment from regulators."
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How to Invest in the Golden Age of Biotech
Source: Diane Alter, Money Morning (6/26/13)
"Propelled by new drug debuts, research advances and a full pipeline, a long stretch of rewarding breakthrough products should continue to flow in the years ahead."
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Deadly Bacteria Are a Global Crisis: Brad Spellberg
Source: George S. Mack of The Life Sciences Report (6/20/13)
Antibiotic-resistant bacteria, like the proverbial time bomb, are poised to wreak infectious havoc on a worldwide scale. Brad Spellberg, associate professor of medicine at the Los Angeles Biomedical Research Institute and the Harbor-UCLA Medical Center, is committed to defusing the bomb with the development of new antibiotics and creative platforms. He believes investigators must look at alternative ways to deal with bad bugs, perhaps by neutralizing their toxic effects rather than killing them. In this interview with
The Life Sciences Report, Spellberg explores this critical issue and names four companies with novel technologies that address this looming global crisis.
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New Biotech Names with Excellent Prospects: Michael Aitkenhead
Source: George S. Mack of The Life Sciences Report (6/13/13)
In a marketplace as diverse as biotech, picking the best and brightest can stymie even the savviest investor. Senior biotechnology analyst and physician Michael Aitkenhead of Edison Investment Research has done meticulous research on both the science and unmet needs to reveal the growth potential of biotechs with vastly different stories, disease indications and markets. In this interview with The Life Sciences Report, Aitkenhead details his thesis on three names, each with the ability to return large multiples on original investment.
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For Love and Money: Three Growth Stocks from Casey's Alex Daley
Source: George S. Mack of The Life Sciences Report (6/13/13)
Alex Daley, senior editor of Casey Extraordinary Technology, seeks out undiscovered names because that's where he finds the big upside. In this interview with The Life Sciences Report, Daley brings his best ideas to investors who won't shy away from unloved biotech and medtech names. Sharpen your pencils, steel your nerves and take note of these three growth stories.
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Mixed News for Biotech Industry: Supreme Court Upends Gene Patents
Source: Genetic Engineering and Biotechnology News (6/13/13)
" 'A naturally occurring DNA segment is a product of nature and not patent eligible merely because it has been isolated, but cDNA is patent eligible because it is not naturally occurring,' the court stated in an opinion written by Justice Clarence Thomas."
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Seven Biotech Options that Buck Tradition: Christian Glennie
Source: George S. Mack of The Life Sciences Report (6/6/13)
Edison Investment Research assesses the value of emerging companies with a model that assumes revenues and earnings are years away. Then again, every investor does that. What's unusual is that Edison looks for tomorrow's upside in companies still small enough to double, triple and quadruple in value down the line. In this interview with The Life Sciences Report,
Edison Biotechnology Analyst Christian Glennie applies his valuation skills to seven innovative biotech and specialty pharma companies and discusses the share-moving catalysts that investors need to know about now.
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Winners and Losers Take Center Stage at ASCO Conference
Source: Genetic Engineering and Biotechnology News (6/3/13)
"While big pharma delivered on its promise to present encouraging phase 2/3 results at the American Society of Clinical Oncology meeting, the drug giants were in good company—Peregrine Pharmaceuticals and Seattle Genetics were among the smaller biopharmas to report promising clinical data."
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Diagnostics and Stem Cells Power Productive Portfolios: Kevin DeGeeter
Source: George S. Mack of The Life Sciences Report (5/30/13)
New medical tests can be moneymakers for small- and mid-cap companies: They save insurers the pain of paying more to treat maladies and save patients from unnecessary treatments. In this interview with The Life Sciences Report, Senior Biotechnology Analyst and Director Kevin DeGeeter of Ladenburg, Thalmann & Co. makes his case for diagnostics companies with compelling ideas in the realms of cancer, cardiovascular and surgical testing. He also has one interesting stem cell idea to share.
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New Perspectives and Seven Biotechs for a Diversified Portfolio: Ori Hershkovitz
Source: George S. Mack of The Life Sciences Report (5/30/13)
Sometimes speaking with investors who work half a world away is just what's needed to get a new angle and hear new names. That was the case when we talked with Ori Hershkovitz, managing partner of the Tel Aviv-based Sphera Global Healthcare Fund. His interest in global markets, following the news flow on his holdings and scouring the earth for new ideas, means Hershkovitz both keeps crazy hours and finds unique prospects. In this interview with The Life Sciences Report, Hershkovitz talks about his favorite names in the biotech space and lays out his growth theory in each case.
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Investing in Cancer Research Is Worth the Risk: Echo He
Source: George S. Mack of The Life Sciences Report (5/23/13)
If investigators could find a way to make breast cancer survivors truly cancer free, and if a diagnosis of pancreatic cancer were less dire, investors could reap windfalls while patients and their families rejoice. In this interview with The Life Sciences Report, Maxim Group Senior Equity Analyst Echo He brings two important names to the table and explains why she believes the potential upside is worth the risk.
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Is the Patent Cliff a Lethal Blow to Big Pharma?
Source: Doug Hornig, Casey Research (5/23/13)
"It's a certainty that big phama is going to be keeping close tabs on smaller companies that have promising drugs in phase 2 or 3 trials. Those are certain to be acquired at an accelerating rate, as their larger brethren seek to restock their R&D shelves in the most cost-effective manner."
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Biotechnology ETF Investing 101
Source: Zacks Equity Research (5/20/13)
"The sector maintained its strong performance in 2013 as generic competition is forcing many Pharma companies to engage in merger and acquisition deals."
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Two Biotech Ideas You May Have Missed: William Gregozeski
Source: George S. Mack of The Life Sciences Report (5/16/13)
Adventurous investors have long sought out micro-cap stocks, attracted by the profit potential of starting on the bottom floor and rocketing toward blue sky. Biotechnology can add even more power to the upside possibilities of micro caps, especially now that pharma is starved for new products and will pay well for solid ideas. Managing partner William Gregozeski of Mont Blanc Capital Management has focused on very small, unnoticed stocks for most of his career and has pegged two undiscovered biotechs that could break out to big-time valuations. In this interview with The Life Sciences Report, Gregozeski elaborates on the stories behind these two investment opportunities.
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