Category: BioTech
The analysis published under this category are as follows.
Wednesday, April 16, 2014
There Is No Biotech Stock Bubble; Here's the Real Story / Companies / BioTech
By: Money_Morning
Ernie Tremblay writes: Some analysts feel that the biotech sector's recent tumble is evidence of the biotech bubble bursting.
But they're wrong; the market is simply in a period of adjustment.
The premise behind the bubble idea is that biotech companies as a group are overvalued, that their market caps aren't supported by performance. In other words, that their perceived value is all smoke and mirrors.
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Friday, April 11, 2014
Don't Miss the Boat on Big Biotech Catalysts: Keith Markey / Companies / BioTech
By: TLSReport
Keith Markey, veteran analyst and science director of Griffin Securities, tells us the 2014 pipeline calendar is positively glowing with important milestones that could ignite portfolios. In this interview with The Life Sciences Report, Markey talks about four powerful biotech names with exciting early- to late-stage development projects and one medical device and supply company with serious growth potential. Be warned—huge catalysts are on the horizon that investors won't want to miss.
Monday, April 07, 2014
Biotech Investing - Finding the Blockbuster That Will Make You Rich / Companies / BioTech
By: Money_Morning
Ernie Tremblay writes: In the pharmaceutical industry, a "blockbuster" is any drug that brings in $1 billion or more in revenue per year.
It's the prize that every biotech hopes to win - and every biotech investor hopes to cash in on.
So how do you spot one in the making? If the market suspects a drug candidate has blockbuster potential, catalysts (events like positive clinical study results and regulatory milestones) will give its manufacturer's share price a big, big boost.
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Friday, February 28, 2014
Investors Should Evaluate Biotech Stocks with Cynicism / Companies / BioTech
By: TLSReport
Biotech investing is a risky business, so investors should thoroughly examine a company's vital statistics before taking the plunge. That's the recommendation of Managing Director Debjit Chattopadhyay of Emerging Growth Equities, who brings a strict scientific discipline to stock analysis. As a former medical researcher, Chattopadhyay comes by his skepticism honestly, and in this interview with The Life Sciences Report, he brings five exciting—but critically scrutinized—growth names to investors' attention.
Friday, February 14, 2014
Big Pharma Will Find Good Hunting Among Early-Stage Biotechs Stocks / Commodities / BioTech
By: TLSReport
Dhesh Govender, manager of the life sciences portfolio for Cedar Lane Enterprises Inc., has the inside track when it comes to identifying the hottest biotech trends. In this interview with The Life Sciences Report, Govender explains why he thinks plenty of upside remains in the life sciences sector, and reveals trade secrets that every investor should consider when building a successful investment strategy.
Wednesday, February 12, 2014
Regenerative Medicine Finally Gets Some Respect / Companies / BioTech
By: TLSReport
Of the many themes that propelled the biotech sector to record returns in 2013, regenerative medicine and therapeutics targeting cancer were front and center. In this interview with The Life Sciences Report, Reni Benjamin, managing director and equity research analyst at H.C. Wainwright & Co., talks about two companies with impending catalysts that play on these themes, and offers his take on the prospects for the regenerative medicine sector going forward.
Friday, January 17, 2014
New Way to Make Big Money in Biotech Stocks Sector / Companies / BioTech
By: Money_Morning
Ernie Tremblay writes: Traditional pharmaceutical blockbusters like Pfizer's Lipitor treat millions of patients at relatively low cost. It's a high-volume business model that has kept the pharmaceutical industry afloat for a long, long time. But over the past decade, out of necessity, a new model has taken the industry by storm.
As big moneymakers, like Lipitor, reach the "patent cliff," their intellectual rights protection are evaporating, and generic drug makers are taking over their markets.
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Sunday, January 05, 2014
Transformative Human Biotech Revolution Forecast 2014 / Stock-Markets / BioTech
By: John_Mauldin
It is that time of the year when we peer into our darkened crystal balls in hopes of seeing portents of the future in the shadowy mists. This year I see three distinct wisps of vapor coalescing in the coming years. Each deserves its own treatment, so this year the annual forecast issue will in fact be three separate weekly pieces.
The final letter of the series will discuss what I see as potentially developing in the markets this year, but such prognostication has to be framed within the context of two larger and far more important streams. Next week we will examine the larger economic problems facing much of the developed world, and specifically we'll consider the Era of Unfulfilled Expectations. What happens when governments and central banks find it impossible to live up to the promises that they have made to their constituencies? Throw in a mix of frustrating demographics and disastrous economic policy choices, and you have a witch's brew of uncertainties.
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Thursday, December 26, 2013
Coming of Age: Experts Reflect on the Extraordinary Promise of the Cell Therapy Sector / Companies / BioTech
By: TLSReport
Without innovation and risk-taking, modern medicine would be missing staples of the physician's armamentarium: antibiotics, radiation therapies, vaccines. The idea of taking a tonic to cure what ails you is thousands of years old, but the science behind that tonic may be revolutionary. Enter stem cell technologies. Given the promise backing the science—and the sector's position on the cusp of breaking out—companies with cell therapies got plenty of attention from investment analysts and experts in 2013. Read what those experts, including George Zavoico of MLV & Co., Steve Brozak of WBB Securities, Jason Kolbert of the Maxim Group, and Kevin DeGeeter of Ladenberg Thalmann & Co., had to say about prospects for stem cell companies in this special retrospective article from The Life Sciences Report.
Friday, December 13, 2013
Biotech Growth Stocks Investing / Companies / BioTech
By: TLSReport
Get ready for a bonanza of biotech names. Managing Director and Equity Research Analyst Reni "Ren" Benjamin is a new arrival at H.C. Wainwright & Co., and he's busy doing diligence on a lot of stocks. Along with three Buy-rated biotechs he's already initiated coverage on, Benjamin brought The Life Sciences Report a bonus package of names that could fatten investors' portfolios. Backed by Benjamin's extensive industry knowledge, this long shopping list includes companies poised to make drug development history.
The Life Sciences Report: Do you currently have a major theme, Ren, or do you just go anywhere to find growth?
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Wednesday, December 04, 2013
Cutting Through the Biotech Stocks Hype / Companies / BioTech
By: Investment_U
Marc Lichtenfeld: When a woman, claiming to be the wife of a deceased general from Nigeria, writes to us saying she needs our help getting $10 million out of the country and in return we’ll get 20% of the money, most of us know that’s a load of bull.
But when the CEO of a publicly traded biotech company tells us his drug is the next great thing? How do we know if he’s being truthful, hopeful or just a plain scam artist?
Friday, October 25, 2013
The Biotechnology Platform Could Save Millions of Lives / Companies / BioTech
By: TLSReport
Patrick Cox, editor of the brand-new publication Transformational Technology Alert, is acutely aware of how transformational technology platforms can enable efficiencies and improve scale a la Moore's Law. A sweeping new synthetic vaccine platform that poses infinite possibilities for researchers and could produce novel preventive and therapeutic drugs is a quintessential example. In this interview with The Life Sciences Report, Cox delivers a single name that holds the potential to save lives on a mass scale, cheaply and efficiently, in both the developed and developing world—and deliver health and wealth to investors' portfolios as well.
Wednesday, October 16, 2013
Life-Extending Biotechnologies - Creating and Solving Our Economic Problems / Politics / BioTech
By: John_Mauldin
You know I've always been a dreamer (spent my life running 'round) And it's so hard to change (Can't seem to settle down) But the dreams I've seen lately Keep on turning out and burning out And turning out the same So put me on a highway And show me a sign And take it to the limit one more time -The Eagles, 1975
Straightforward solutions to complex problems: they're nice in theory, but they're rare. Think of the Affordable Care Act, or Obamacare, for instance. It tries to address the complex problems of expanding access to healthcare while simultaneously controlling its skyrocketing costs. But, sadly, there is no simple solution, and certainly not one that is not contentious in the extreme.
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Friday, October 04, 2013
Bio-tech Stocks - Not All Stem Cells Are Created Equal / Companies / BioTech
By: TLSReport
Biotech companies are fiercely competing to create the newest and best miracle drugs using stem cell technologies. How can an investor spot the potentially victorious outliers amid the chaos of rival scientific claims? The failure rate of new product development in the only recently understood cell space is terrifying, but in this interview with The Life Sciences Report, analyst Vernon Bernardino of MLV & Co. reveals his formula for evaluating the strongest contenders. Bernardino also names five companies with products that may succeed in this new and competitive space.
Sunday, September 22, 2013
Genetically Modified Babies / Politics / BioTech
By: Global_Research
Rady Ananda writes: In October 2013, the US Food and Drug Administration will hold a two-day public meeting to discuss genetic modification within the human egg, which changes will be passed on generationally. The United Kingdom is also moving to allow GM babies.
Human gene therapy has been ongoing since 1990, but most of that involved non-heritable genes, called somatic (non-sex cell) gene therapy. Somatic modifications only affect the individual and are not passed on, and so do not affect the human genome.
Friday, September 13, 2013
Hidden Finds in Biotech Regenerative and Medical Technology / Companies / BioTech
By: TLSReport
Ladenburg Thalmann & Co. Inc.'s Jeff Cohen regularly explores the frontiers of regenerative and medical technology looking for solid investment opportunities. In this interview with The Life Sciences Report, Cohen reveals promising finds in one of the world's fastest-growing business sectors. From robotics to skin grafts, Cohen knows his science and his market.
The Life Sciences Report: Can you tell me a little bit about your role as an analyst at your firm?
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Thursday, September 05, 2013
Neurotechnology Investing - Digging Below the Surface / Companies / BioTech
By: TLSReport
Neuroscience is about as complex as it gets. The central nervous system contains the brain and spinal cord, where hundreds of billions of neurons are located—and that doesn't include the peripheral nervous system. Casey Lynch, managing director of NeuroInsights, works to make sense of both the disease processes affecting the nervous system and potential therapies that could help patients and enrich investors. In this interview with The Life Sciences Report, Lynch brings some clarity to the complexity, and speaks frankly about the wild goose that some Alzheimer's disease investigators have been chasing.
Friday, August 30, 2013
Biotech Stocks Investor Realism / Companies / BioTech
By: TLSReport
Expert healthcare company watcher Andrew Fein of H.C. Wainwright & Co. knows how the sausage is made in the stock analyst factory. And he doesn't pull any punches: In this interview with The Life Sciences Report, Fein dishes out praise for sticking to sellside fundamentals and suggests skimming off bloggers who have yet to earn their analytical chops. He rounds out the menu by naming biotech companies with the potential to rise to the top of the simmering biotech market.
The Life Sciences Report: How has the nature of biotech investing changed since you began analyzing healthcare biotech equities in 2000?
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Wednesday, August 28, 2013
Amgen Onyx Deal, The Fastest Route To Biotech Profit Now / Companies / BioTech
By: Money_Morning
Tara Clarke writes: On Sunday, the world's largest independent biotechnology company, Amgen Inc. (Nasdaq: AMGN), bought Onyx Pharmaceuticals Inc. (Nasdaq: ONXX) in a $10.4 billion dollar deal - making it the fifth-largest biotech deal in history according to Standard & Poor's Capital IQ.
Friday, August 16, 2013
Still Time to Catch Big Growth in Biotech Stocks / Companies / BioTech
By: TLSReport
Biotech has had a scorching run for more than a year and a half, but as broader markets approach more realistic valuations with less potential upside, it becomes even more important to be invested in the right companies with truly meaningful catalysts on the horizon. George Zavoico of MLV & Co. knows how to pick winners from the field, and offers up solid ideas with visible growth drivers in this interview with The Life Sciences Report. Your inner gambler should take note: A beaten-down micro- or small-cap company might, with a bit of luck, bring home the gold.