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 >

Special Report from the ADA: William Plovanic Identifies Companies with Promising Diabetes Solutions, Prospects
Source: The Life Sciences Report Editors  (6/21/12)
Every year, top researchers and physicians meet at the American Diabetes Association Scientific Sessions. This year, Canaccord Genuity Analyst and Managing Director William Plovanic reported back on promising developments and what they could mean for the companies behind them. In this interview with The Life Sciences Report, he explains why he is so positive on the space in general and about certain companies in particular. More >

Uranium Producers Likely to Benefit from Japan's Return to Nuclear Power
Source: Seeking Alpha, Zvi Bar  (6/21/12)
"The decision to restart nuclear power usage follows a deal between political parties that also included a consumption tax increase. The nuclear power restart is still unpopular with many Japanese people, but many industrial businesses have claimed they require the power." More >

Play Defense and Offense with MLPs: John Edwards
Source: George S. Mack of The Energy Report  (6/21/12)
Where does an investor go for income in an environment where interest rates are in the pits? Credit Suisse Senior Analyst and Director John Edwards follows a sector encompassing what he believes is the purest form of capitalism, the midstream oil and gas master limited partnerships (MLPs). He has staked out a short list of highly defensive plays that are less sensitive to commodity price fluctuations even as they grow income and weather the effects of economic catastrophe. In this exclusive interview with The Energy Report, Edwards brings his best names to the forefront. More >

Chinese Gov't White Paper Pledges International REE Cooperation
Source: Dorothy Kosich, Mineweb  (6/21/12)
"In the first white paper of its kind published on rare earths, China's Central Government pledges to follow WTO rules, strengthen the industry's management, and supply rare earths globally." More >

Summer Lows at Hand?
Source: Mary Anne and Pamela Aden, The Aden Forecast  (6/21/12)
"Even though gold peaked in September and it's been declining for nine months, the gold trend is still up, regardless of the currency it's traded in." More >

Gold and Silver Are on the Verge of Something Huge
Source: Chris Vermeulen, The Gold and Oil Guy  (6/21/12)
"My chart analysis and forward-looking forecasts show $3,000-ish for gold and $90ish for silver in the next 18–24 months." 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 >

Saskatchewan's First New Potash Mine in 40 Years Breaks Ground
Source: Dorothy Kosich, Mineweb  (6/20/12)
"Despite a historic policy of expropriation that cost K+S Group its first Saskatchewan potash operation in the 1970s, the German company has returned four decades later with its new Legacy project." More >

Major Mineral Opportunities Uncovered in an Unexpected Place, Mongolia: Eric Zurrin
Source: Zig Lambo of The Gold Report  (6/20/12)
Mongolia, which is not on most investment menus, could soon become famous for much more than Ghengis Khan. Sandwiched between China and Russia, with a land area one-sixth that of the U.S., it has a population of less than three million, yet holds the potential for developing into a major minerals producer. With national elections on June 28, in this exclusive interview with The Gold Report, Eric Zurrin, CEO of Resource Investment Capital Ltd., who lives and works mainly in Mongolia, gives us an insider's view of what's going on in this true land of opportunity for investors who recognize its huge potential. He also talks about several of his favorite companies that could profit from the vast mineral riches hidden under the Mongolian steppes. More >

Oil Price Differentials: Caught Between the Sands and the Pipelines
Source: Marin Katusa, Casey Research  (6/20/12)
"A range of oil qualities and a raft of infrastructure issues are creating record price differentials. And with no solution in sight, we think those differentials are here to stay." More >

Gold Down Ahead of FOMC Decision
Source: Ben Traynor, BullionVault  (6/20/12)
"Spot market gold prices dropped back toward $1,600/oz ahead of Wednesday's U.S. trading, while stocks and commodities were broadly flat and U.S. Treasuries fell ahead of the Federal Reserve policy decision." More >

Margin Call: A Lesson For Us All
Source: Bob Kirtley, SK Options Trading  (6/20/12)
"In order to protect ourselves, our preference is to build our own personal stash of physical gold and silver, a stash that we can get our hands on quickly." More >

Healthcare Sees Emerging Future in Frugal Innovation
Source: Reuters, Kate Kelland  (6/20/12)
"Big companies like General Electric and Siemens, which build some of the world's most complex and costly pieces of the healthcare kit, are working to develop cheaper medical devices that can secure sales in emerging markets and potentially win business at home." More >

Little Guy Beats Up Big Guys in Biofuel Race, Shares Skyrocket
Source: 24/7 Wall St.  (6/20/12)
"The fuel in question is isobutanol, which could be a substitute for corn ethanol. Gevo's fermentation process can produce isobutanol at a cheaper price than other makers." More >

Chile Pitches Lithium to Investors in New York
Source: Fox News Latino  (6/20/12)
"Deputy Mining Secretary Pablo Wagner is trying to drum up investor interest in contract bidding to produce lithium in Chile, which has 25% of the world's reserves of the mineral." More >

Here's What Happened to My Call for $150 Oil
Source: Kent Moors, Oil & Energy Investor  (6/20/12)
"It's time for a good, hard look at why the oil situation has not unfolded the way I anticipated, and for an assessment the market's new dynamics, including where we stand now and where I believe we're headed next." More >

Natural Gas Fracking Begets a Clean-Up Industry
Source: CNBC, Mitsuru Obe  (6/20/12)
"The U.S. natural gas boom has kicked off a gold rush among clean tech firms trying to cash in on minimizing the industry's environmental footprint." More >

Gold Still at Risk of a Large Downward Move Before The Rally
Source: David Banister, Market Trend Forecast  (6/20/12)
"The likely cyclical lows for this gold correction will be in the October window and investors should make sure they are positioned long by that time." More >

The Only Five Rare Earth Elements that Matter: Jack Lifton
Source: Alec Gimurtu of The Critical Metals Report  (6/19/12)
There is no single rare earth element market. Instead, the rare earth universe is made up of four or five distinct "critical rare earth" markets that should be the focus for investors today. Even with new mine supply and refining capacity coming on-line over the next four years, these elements will remain in short supply, with hefty price tags attached. In this exclusive interview with The Critical Metals Report, Institute for the Analysis of Global Security Senior Fellow Jack Lifton explains how investors can play a crucial role in building a supply chain outside of China. More >

Get More for Your Money with Fiber-Optic Fracking: James McIlree
Source: Peter Byrne of The Energy Report   (6/19/12)
Fracking technology is giving a new face to the oil and gas industry, says James McIlree, managing director of Dominick & Dominick. In this exclusive interview with The Energy Report, McIlree zeroes in on a small holding company, Acorn Energy Inc., whose line of fiber-optic sensors makes oil exploration faster, safer and more economic. More >

USGS Updates Oil, Gas Reserve Estimate
Source: UPI  (6/19/12)
"The U.S. Geological Survey estimated there are at least 665 Bbbl of undiscovered oil in reserves outside United States." More >

Shorts on Gold ETFs Are Nearing a Big Squeeze
Source: Jonathan Yates, Money Morning  (6/19/12)
"There has been an increasing number of investors taking short positions on gold exchange-traded funds, but they better watch out for what's ahead this summer." More >

What Do You Expect from the Fed: QE3, Twist or Nothing?
Source: Neena Mishra, Zacks Investment Research  (6/19/12)
"While the Chairman Bernanke has been non-committal about any action, some other FOMC members seem to be much more willing to act now." More >