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 >

Platinum Can Learn from Potash
Source: Mining Weekly, Martin Creamer  (6/19/12)
"Stability can be brought to South Africa's beleaguered platinum-mining industry by creating a platinum exchange similar to Canada's successful producer-led potash marketing arm, says Pan-African Capital Chief Executive Dr. Iraj Abedian." More >

Gold Overtakes Drugs as Source of Colombia Rebel Funds
Source: BBC News, Jeremy McDermott  (6/19/12)
"Mechanical diggers operate along the riverbeds and banks in Putumayo, protected by heavily armed rebels who allow no access to the sites and impose huge 'taxes' on production." More >

Japan, Vietnam Launch Rare Earths Technology Facility
Source: IB Times, Esther Tanquintic-Misa  (6/19/12)
"Both Asian countries agreed to extract and separate rare earths from mined ore in Vietnam before sending it to Japan. Vietnam holds one of the world's biggest reserves of rare earths." More >

How Undervalued?
Source: Neil Charnock, GoldOz  (6/19/12)
"The coming gold stock mania is gathering essential potential ahead of the most exciting capital growth opportunity we may witness in our lifetimes." 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 >

Tanzania's Natural Gas Reserves Almost Triple on New Finds
Source: Bloomberg, David Malingha Doya  (6/19/12)
"Oil majors have discovered more gas off Tanzania, about 28 miles north of the maritime border with Mozambique, where explorers have made the largest gas discoveries of the decade." More >

Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades  (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?" More >

Japan and US Give Green Light to Nuclear Power
Source: Jeb Handwerger, Gold Stock Trades  (6/19/12)
"Could this be a signal that the big boys are just beginning to acquire high-quality junior miners located in mining-friendly jurisdictions?" More >

Bohr, Baby, Bohr! German Policies Support Enhanced Geothermal Drilling
Source: GreenTechMedia, Karlynn Cory, Wilson Rickerson, Benjamin Miethling  (6/19/12)
"Germany may have found the secret sauce that encourages new geothermal projects—policies that directly support drilling and financing the power plant by lowering investor risks." 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 >

Prepare for the Pivot Point in the Gold Exploration Cycle: Quinton Hennigh
Source: Streetwise Reports Editors  (6/18/12)
Historically, major gold exploration has occurred when the Dow was down and out. In this exclusive interview with The Gold Report, geologist and Exploration Insights writer Quinton Hennigh talks about the coming gold rush and what that could mean for existing companies. More >

Dramatic Copper Demand Growth Expected from China, India, Brazil
Source: Shivom Seth, Mineweb  (6/18/12)
"For the first five months of 2012, China's YOY copper imports increased by 52% as demand for the red metal continued to soar, suggesting firm demand from the world's major commodity buyer." More >

Euro Weakness Weighs on Gold and Silver
Source: Ben Traynor, BullionVault  (6/18/12)
"Euro weakness weighs on precious metals as markets come to the realization that despite the Greek election resulting in a 'positive' outcome, the underlying problems facing the Eurozone are still very much present." More >

Fed Expected to Twist Again
Source: MarketWatch, Greg Robb  (6/18/12)
"The Federal Reserve is likely to extend its Operation Twist program at the end of its two-day meeting on Wednesday, a growing number of Fed watchers said over the weekend." More >

Gold Recovers as Post-Greek Election Optimism Fizzles
Source: Reuters, Jane Baird  (6/18/12)
"Gold prices recovered much of their early losses on Monday as appetite for higher-risk assets, which followed a victory for pro-bailout parties in Greek elections, dwindled and the euro and Spanish and Italian stocks and bonds fell." More >

Gov't, Business and Labor Combine to Aid Beleaguered Platinum Sector
Source: Mining Weekly, Martin Creamer  (6/18/12)
"Government, business and organized labor have joined forces to aid South Africa's beleaguered platinum industry, which is beset by low prices, high costs and serious potential job losses." More >

Time to Dig In to Rare Earth Stocks
Source: Minyanville, Helen Burnett-Nichols  (6/18/12)
"With many driven close to their 52-week lows, here's what to watch for during the second half of 2012." More >

Rare Earth Mining in South Africa
Source: Resource Investing News, Adam Currie  (6/18/12)
"With Africa receiving increased investor attention due to the recent surge in global commodities prices, South Africa, the continent's mining powerhouse, is leading the rare earth charge." More >

Greenland's Minerals Loom in China–Denmark Ties
Source: Reuters, John Acher and Mette Fraende  (6/18/12)
"Chinese President Hu Jintao's three-day visit to Denmark may ostensibly have been about signing billions worth of business deals, but a stake in Greenland's huge mineral wealth may have been the elephant in the room." More >

Thinner than a Pencil Trace
Source: Nanowerk News, Björn Forsman   (6/18/12)
"It's not just the IT sector that is watering at the mouth at the thought of graphene. Even in the energy, medical and material technology sectors, there are high hopes of using the material's spectacular properties." More >

The Election's Over, but Europe's Difficulties Are Not
Source: Kent Moors, Oil & Energy Investor  (6/18/12)
"If you're looking to make a move in these conditions, sit tight. First and foremost, we need to be patient until greater stability emerges in the markets." More >

When Do You Buy Oil?
Source: Eric Dutram, Zacks Investment Research  (6/18/12)
"Given the market's uncertainty, is it better to play oil via the commodity itself, oil producers with stocks or through the relatively safe and high payout space of MLPs?" More >

Biofuels on Busy Aerospace Agenda
Source: The Herald, Michelle Dunlop  (6/18/12)
"There's a lot on the horizon for Washington's aerospace industry, which is positioning the state as an aviation biofuels hotspot." More >

Natural Gas Puts East Africa on World Energy Map
Source: American Free Press  (6/18/12)
"Massive offshore gas discoveries in East Africa are catapulting the region into major-player status in the global energy arena, bringing billions in investment that could transform entire economies." More >