Streetwise Articles
This Tough Gel Could Replace Human Cartilage
Source: Michael Robinson, Era of Radical Change (9/11/12)
"Breakthroughs like this will help us live longer and healthier lives. No doubt there will be plenty of opportunity for smart companies and their investors to become filthy rich in the process."
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Drug Pipelines Limp Rather Than Leap
Source: Medical Marketing & Media, Noah Pines (9/10/12)
"The drug industry's two main problems the last decade have been lagging R&D and the patent cliff, says Dr. Tim Anderson. Recent R&D wins suggest a productivity renaissance."
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ENCODE Data Give 'New Lens' for Junk DNA
Source: Anette Breindl, BioWorld (9/10/12)
"The findings will lead to 'a major paradigm shift in how we use the genome to understand the genetic causes of disease, which will open up new avenues for the development of diagnostics and therapies,' according to University of Washington's John Stamatoyannopoulos."
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Three Easy Steps to a Well-Timed Sell
Source: Greg Guenthner, Penny Sleuth (9/9/12)
"I'm willing to bet that you spend close to 90% of your time buying or waiting to buy. Yet you completely neglect the work that goes into selling your positions. Reverse your thinking—and put selling first—and you'll fix most of your problems."
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Top Medtech Analyst Points to Post-Obamacare Opportunities
Source: George S. Mack of The Life Sciences Report (9/6/12)
New product visibility is vital in medical device stories. Without something new to show physicians, there is no way to get through the door. Medical Devices and Outsourcing Services Analyst James Terwilliger of The Benchmark Company looks for investments that will pique the interests of cardiologists, orthopedists and long-term care facilities. In this exclusive interview with The Life Sciences Report, Terwilliger shares the names of companies poised to grow as the economy rebounds in the next two years.
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Obesity Drug Developers Post Steady Gains
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (9/6/12)
"With the U.S. and the Western world increasingly overweight, companies that succeed at reversing obesity will, sooner rather than later, find themselves in Fat City."
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Fact-Checkers Find Few Flaws in Clinton's Healthcare Claims
Source: The Hill, Sam Baker (9/6/12)
"Self-proclaimed fact-checkers have drawn plenty of criticism from both parties, as well as neutral observers, and many individual assessments of 'fact' are highly debatable. In the aggregate, though, the fact-checkers haven't found much to complain about in Clinton's healthcare comments."
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Roche Vows to Keep Up Drug Hunt
Source: Reuters, Caroline Copley (9/5/12)
"The world's biggest maker of cancer drugs said it would build on long-term growth momentum and keep up R&D spending."
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Medtech Deals Buoyed by Cost Pressures, Device Tax
Source: Reuters, Debra Sherman and Soyoung Kim (9/5/12)
"Medical device mergers look poised to take off in 2013 as the industry compensates for shrinking reimbursements, a new U.S. tax and executive shake-ups at its biggest companies."
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Four Important Biotech Stocks Targeting Unmet Needs
Source: George S. Mack, The Life Sciences Report (9/1/12)
Biotech rallies need catalysts to be sustained. Market moving events include drug approvals, such as a couple of obesity products from Vivus Inc. and Arena Pharmaceuticals Inc., as well as a product to help control serum lipids from Amarin Corp. Plc (AMRN:NASDAQ). But the major diagnostic feature of a market that might be putting it all together is merger and acquisition (M&A) activity. The theory is that if fully integrated, major drug developers want products and platforms. You can bet they've done their due diligence and that market conditions are nearly perfect. Even retail investors begin to pay attention.
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Analyst Bets on Extraordinary Science and Clinical Data: Greg Wade
Source: George S. Mack of The Life Sciences Report (8/30/12)
Managing Director Greg Wade of Wedbush Securities doesn't use a cookie-cutter approach to picking biotechnology stocks. He directs investors to companies with strong science, well-executed clinical studies and data that point toward future success. In this exclusive interview with The Life Sciences Report, Wade shares his favorite names and the compelling stories behind each company.
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Resverlogix's Phase IIb Results Good for 'Bromodomain' Drugs
Source: Catherine Shaffer, BioWorld (8/29/12)
"Resverlogix's RVX-208, designed to increase levels of high-density lipoprotein cholesterol in patients with atherosclerosis, is hitting all of its marks."
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New Heart Drugs May Be Too Costly to Ease Pharma's Patent Pains
Source: Reuters, Ben Hirschler (8/29/12)
"Leading cardiologists, who follow drug development closely, warn that the hurdle for pricey new heart medicines is getting ever higher as economic pressures hit health budgets worldwide."
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Study Shows CT Scanning Technology Superior
Source: Medical Xpress (8/29/12)
"An important noninvasive technology may improve existing care and has the potential to outperform established noninvasive technologies."
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Filling the Drug Translation Gap
Source: Alex Philippidis, Genetic Engineering & Biotechnology News (8/29/12)
"Patients keep waiting longer and longer for research to translate into new drugs as development costs rise. The best hope for bridging that gap—thus cutting time and money from drug development—rests with translation-focused disease foundations."
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Gemoscan Sets Aggressive Expansion Plan
Source: BioTuesdays, Leonard Zehr (8/28/12)
"The company is planning expansion in the U.S., Europe, Asia and India, with a growth objective of 10,000 locations by 2014."
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Lilly and Its Big Alzheimer's Bet Is a Mixed Bag
Source: Pharmalot, Ed Silverman (8/24/12)
"One Wall Street analyst posited that the results will be seen, overall, in a positive context due to misunderstandings about the Lilly compound and the approach for treating Alzheimer's with this particular type of treatment, which is a monoclonal antibody."
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Russian Biotechs Emerging from Behind Iron Curtain with Innovation
Source: Michael Harris, BioWorld (8/24/12)
"A handful of strong, yet relatively new, Russian biopharma companies, led by R-Pharm and Pharmstandard, are poised to exploit Russia's BRIC status as a premier emerging drug market as they expand their ranges, hoping to conquer the international biotech market."
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Fearing Anchors Away After M&A
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (8/24/12)
"Big pharma's growing M&A appetite threatens to give two of the nation's largest biotech clusters heartburn over the next few months, as they await the future of homegrown 'anchor' companies recently acquired by some of the world's largest drug developers."
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Forget the Dog Days: Biotech Stocks Poised to Perform
Source: Medical Technology Stock Letter (8/24/12)
"While the dog days of summer have been tough on biotech investors, fall is just around the corner. The outstanding performance of the biotechs year-to-date should attract investors who may have missed out on the earlier strength in the sector."
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Chen Lin's Key to Huge Biotech Profits: Make It Personal
Source: George S. Mack of the Life Sciences Report (8/23/12)
Chen Lin is a well-known expert junior metals and energy investor, but he has found compelling reasons to diversify into biotechnology. In this exclusive interview with The Life Sciences Report, Lin meshes common sense and personal experience with his trademark brand of aggressive investment savvy to identify three life sciences stocks that could be huge gainers for investors.
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Thomson Reuters Study Confirms Economic Viability of Orphan Drugs
Source: Associated Press (8/22/12)
"This report provides extensive and tangible evidence that orphan drug development is an important component of biopharmaceutical R&D strategy."
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Top 10 Pharma Firms
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (8/21/12)
"Companies earned a spot in the top 10 based on market cap at the end of Q2/12 and Q2/11."
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How to Profit from an Alternative to Chemotherapy
Source: Ray Blanco, The Penny Sleuth (8/20/12)
"Companies with breakthrough platforms enjoy the ability to leverage the platforms into many new therapies; if well managed they can grow for many years and continue to build value for their shareholders."
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These Five Biotech Firms Will Literally Change the World
Source: Michael Robinson, Money Morning (8/20/12)
"In the very near future we will have a wide array of new drugs, devices and biotech systems that will save the human race from disease and premature death. We also will be able to make money by investing in these breakthroughs."
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