Streetwise Biotech / Pharmaceuticals Articles
Hepatitis C and Orphan Diseases Driving Big Biotech Potential: Geoff Meacham
Source: George S. Mack of The Life Sciences Report (1/31/12)
It may seem counterintuitive that rare diseases might actually be biotech growth drivers, but Senior Analyst and Managing Director Geoff Meacham of JPMorgan Chase makes just that case. In this exclusive interview with The Life Sciences Report, Meacham lays out his premise that hepatitis C and orphan disease drugs can cure the woes of growth-starved investors.
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Five Biotechs to Consider: Mara Goldstein
Source: George S. Mack of The Life Sciences Report
The complexity of the mammalian immune system is daunting for molecular biologists and drug developers, but incremental progress has brought biotech and biopharma to the point where small molecules and biologics are being developed with some predictability and with some real successes. Clearly, the advantage of leveraging the immune system is that it can apply broadly to so many different systems, organs and disease indications ranging from mild skin disease to brain tumors. For a recent Life Sciences Report interview, I spoke with Cantor Fitzgerald & Co. Senior Biotechnology Analyst Mara Goldstein, who has chosen to follow companies developing immunotherapeutics to treat cancers. In a nutshell, she decided on immunotherapy because she believes it is underappreciated by investors, and she opted to follow oncology because the market is huge.
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