Archives — August 2013 back to current month (13)
Biotech Investor Realism with Andrew Fein (08/29/2013)
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.
"Cancer therapy is a multibillion-dollar industry that will be the biggest M&A driver—and profit producer—for biotech investors."
Ran Nussbaum, co-founder and managing partner of The Pontifax Group, is a venture capitalist seeking game-changing products that will create real value for patients, pharmas and investors. In this interview with The Life Sciences Report, Nussbaum addresses three public companies in different stages of development—from a penny stock with a preclinical value driver to a revenue-generating "larger" small-cap company developing novel products for critical orphan indications. As a bonus, Nussbaum drops two European biotech names that he believes are suffering from anonymity in U.S. markets.
How do the best investors detect life science companies with the potential to generate significant wealth? Michael Berry, publisher of Morning Notes, found that traditional growth and value models didn't measure up, so he developed his own "discovery" strategy. He looks at companies that haven't gone public yet. He's not afraid of the penny stock. Find out more about Berry's technique, and about five companies that fit his profit-generating profile, in this interview with The Life Sciences Report.
"There are still plenty of skeptics regarding the promise of this technology, but I'm not one of them. In fact, I believe biotechnology investors who don't participate in this new wave of cancer therapy will be missing out on historic profit opportunities."
Adventures in the Biotech Trade with Jim Letourneau (08/15/2013)
Jim Letourneau, publisher of Big Picture Speculator, shares tales of strange biotechnologies worth buying into—such as cures for high dental bills and dog breath—in this interview with The Life Sciences Report. Letourneau likes to invest in biotech firms because their stock values are less volatile than commodity-based companies, which are chained to uncontrollable price fluctuations. You are advised to hold onto your brain (quite literally), while Letourneau describes a few curious—and potentially profitable—biotech investment adventures.
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.
The Best New Companies in a White-Hot Biotech Sector (08/09/2013)
"IPO action is proof of the big bucks coming into biotech, igniting a strong rally in the entire sector for the rest of the year. So far this year, we've seen the most biotech IPOs in 13 years."
The bull market in biotech stocks is coming up on its two-year anniversary, and large-cap and many small-cap names have flourished in that time. But can it last? Greg Wade, managing director of Wedbush Securities, wants investors to know there's more to go, and that stocks are ready and willing to respond to good news from clinical trials and on the regulatory front. In this interview with The Life Sciences Report, Wade identifies six names that investors can take to the bank, one of which is still his favorite after two years.
Small-cap medical technology has long been regarded as the ugly duckling of biotech. . .but think again. Brian Marckx of Zacks Small-Cap Research believes that the real gems of the medtech space complement—and can even outshine—sexier drug and surgical therapies. In this interview with The Life Sciences Report, Marckx makes a strong case for eight small- and micro-cap names that could bring home huge returns for investors.
Our Worry-Free Way of Investing in Biotech (08/02/2013)
"We are on the cusp of some truly amazing discoveries. There is a tier of biotech companies working around the clock on products with amazing potential."
Senior Biotechnology Analyst Jason Napodano of Zacks Investment Research specializes in uncovering small biotech and medtech companies with good prospects for successful drug development. He relishes proven management capable of creative financing to move private equity into the public markets, and he does not shy away from tiny companies outside the U.S. that have extraordinary technology. In this wide-ranging interview with The Life Sciences Report, Napodano presents the elegant growth stories of seven small companies that could return magnificent gains to investors.
For Cantor Fitzgerald Senior Biotechnology Analyst Mara Goldstein, the spotlight is always on oncology and the premium revenues commanded by new products in the space. That clarity brings the science, unmet needs and market opportunity into sharp focus for investors. In this interview with The Life Sciences Report, Goldstein makes a winning case for six cancer-focused companies that range from micro caps to genuine large-cap stocks, each with upside potential that could be stunning.