Streetwise Articles

Avoid These Biotech Stocks to Minimize Risk
Source: Kyle Anderson, Money Morning (9/30/14)
With just a couple of tips, investors can drastically reduce the risk and go on to benefit from massive windfalls generated by a company's breakthrough drug development.
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Three Biotech Investment Ideas that Disrupt and Diversify: Anita Dushyanth
Source: Peter Byrne of The Life Sciences Report (9/25/14)
Good management. Promising therapies in the pipeline. Marketed products that bolster the bottom line. Investors crave these bread-and-butter qualities in small-cap biotech and medtech companies. Anita Dushyanth of Zacks Investment Research relies on the staples, but also looks for something special, something that disrupts. In this interview with The Life Sciences Report, Dushyanth describes several small companies that have spiced up their offerings.
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Looking for Love: Unpartnered Pipeline Drugs Gain Value
Source: Jacob Plieth and Amy Brown, EP Vantage (9/22/14)
"It is deals like Afrezza's that continue to fuel interest in unpartnered assets, however improbable and overblown the forecasts might seem."
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Roadmap Capital's Hugh Cleland and Stephen Ireland: Due Diligence Rules in Biotech Investment
Source: George S. Mack of The Life Sciences Report (9/17/14)
Excellent diligence doesn't always mean you'll be saved from a nasty surprise. The nature of investing in biotech means assuming the risk that a therapeutic development program may fail. Roadmap Capital's Hugh Cleland and Stephen Ireland employ their combined financial expertise and biotech savvy to mitigate that risk. In this interview with The Life Sciences Report, Cleland and Ireland share ideas on how investors might approach potential biotech investments without engaging a team of analysts. They also bring three potential high-return stocks to investors' attention, as well as one private name they anticipate will come to the public market soon.
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Biotechs with Upside Possibilities Target Ebola and Liver Disease: MLV & Co.'s Vernon Bernardino
Source: George S. Mack of The Life Sciences Report (9/10/14)
Everybody knows that biotech ideas can become huge gainers for investors, but understanding the technology platforms, the unmet needs and the valuations can be daunting, especially in spaces where a number of players are developing products. In this interview with The Life Sciences Report, Vernon Bernardino of MLV & Co. brings some clarity and perspective to investors who could reap windfalls from small-cap names in which shareholder value has yet to be created and realized.
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Purple Is the New Orange: Industry OK with FDA Biosimilar Listings
Source: Mari Serebrov, BioWorld (9/10/14)
"The Purple Book will serve as a tool for state health agencies, prescribers and pharmacists in determining which follow-ons can automatically be substituted or serve as an alternative for a specific reference biologic."
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Steve Brozak: Big-Picture Biotech Stocks Rule the Future
Source: George S. Mack of The Life Sciences Report (9/4/14)
When Steve Brozak performs diligence on biotech stocks, he's always looking for an angle. Brozak, president and managing director at WBB Securities, wants to see how new technology platforms and novel ideas fit into tomorrow's healthcare system, which he believes will be unsustainable without therapies that work more efficiently and hold promise as true disease-modifying agents. In this interview with The Life Sciences Report, Brozak brings eight names to investors' attention. Given time, each holds the potential to be a huge gainer.
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Six Innovative Australian Opportunities from Canaccord's Matthijs Smith
Source: Peter Byrne of The Life Sciences Report (8/28/14)
Canaccord Genuity's man on the beat in Australia delivers the insider scoop on how biotechs Down Under are faring in the markets. Matthijs Smith reveals a world of great firms, new products and competitive buys in this interview with the The Life Sciences Report. His enthusiasm for his work—spotting opportunities that help people cope with illness and injury—is contagious, and could bring renewed vigor to investors' portfolios.
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Laidlaw's Yale Jen: Biotech 101 for Buyers and Sellers
Source: George S. Mack of The Life Sciences Report (8/28/14)
Former biotech consultant Yale Jen picked up a few tricks advising companies on their pipelines before he came to Wall Street as a sellside analyst. These days Jen, managing director and senior biotechnology analyst at Laidlaw & Co., advises institutional investors to own stocks with stories that are not yet well understood by the market. In this interview with The Life Sciences Report, Jen offers investors a handful of names for consideration, each of which has an exceptional value proposition and exciting growth prospects.
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The Clear Map to this "Hidden" Investment Treasure
Source: Ernie Tremblay, Money Morning (8/25/14)
"As scientists reach the discovery limits of 'one-size-fits-all' drugs and the ailments that respond to them, such as infections and circulatory diseases, they find themselves up against tougher, wilier, more intractable challenges. . ."
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Jim Collins: Five Names to Love from the LD Micro Conference
Source: Streetwise Reports' Special Situations Staff (8/20/14)
The conference circuit can be a brutal one, with scores of companies vying for investor attention, but some vendor halls hold more opportunities than others. In this interview with Streetwise Reports' Special Situations, Jim Collins, author of The Portfolio Guru, shares his finds from the productive LD Micro Conference, an event he describes as a "micro-cap love-in." He details a quintet of investing opportunities, from areas as varied as deep-sea exploration support services, Wi-Fi energy delivery and drinks for kids.
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Medtech Shifts from High Gear into Overdrive: Canaccord’s William Plovanic
Source: Dan Levy of The Life Sciences Report (8/19/14)
Rapid growth in the medical device industry and changes in the regulatory environment have propelled valuations in the medtech sector to the high end of the range. But new technologies create new investment opportunities. In this interview with The Life Sciences Report, William Plovanic of Canaccord Genuity highlights investment opportunities in medtech companies with innovative products targeting high-impact areas such as obesity, diabetes and wound care.
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Wedbush Securities' Liana Moussatos on the Art and Science of Picking Biotechs with Upside
Source: George S. Mack of The Life Sciences Report (8/18/14)
Liana Moussatos of Wedbush Securities doesn't wait for the catalyst to strike. She, like other successful investors, picks her targets and takes profits earlier, while less sophisticated investors wait for the press releases. In this interview with The Life Sciences Report, Moussatos describes a group of biotech stocks rich with upcoming catalysts, and invites investors to sample what she expects will be exceptional profits.
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Bring On the Orphans: Aegis Capital's Raghuram Selvaraju Lays Out a Winning Biotech Strategy
Source: George S. Mack of The Life Sciences Report (8/14/14)
For former drug researcher Raghuram "Ram" Selvaraju, picking biotech stocks is both science and art. It's about understanding the competitive landscape and the mechanisms of drug action, and then making sure all the pieces fit together for a plausible investment case. In this interview with The Life Sciences Report, the managing director and head of healthcare equity research at Aegis Capital lays out his growth hypothesis for companies—several targeting orphan diseases—that he believes will nurture portfolios.
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Potential Payoffs for Ebola Vaccines Spurring Big-Board Biotechs
Source: BioMed Reports (8/12/14)
"An Ebola vaccine should be ready for public use by 2015, the United Nation's health agency has said."
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Taking Stock of the New Normal: Mark Landy on New Growth Ideas for Biotech Investors
Source: George S. Mack of The Life Sciences Report (8/7/14)
Medical technology is intimately linked to regenerative medicine. You could say these industries have a thunder-and-lightning relationship—you can't have one without the other. Mark Landy, director of research for medical technology and regenerative medicine at Summer Street Research Partners, has staked out the intertwined sectors as his universe of coverage. In this interview with The Life Sciences Report, Landy discusses three companies with very distinct capabilities that could bring extraordinary rewards to investors who understand the value propositions.
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Recap Analysis: Dealmaking in Life Sciences Remains On Robust Pace
Source: Peter Winter, BioWorld Insight (8/4/14)
"Recap's data clearly indicate a robust deal environment in the life sciences industry in the first half of this year, with volume reaching 1,337 transactions involving not only biopharmaceutical companies but also medical devices, diagnostics and tools firms."
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Christopher James Turns a Clinical Eye on Biotechs with High Reward Potential
Source: George S. Mack of The Life Sciences Report (7/31/14)
A biotech analyst could play it safe, and stick with mid-, late- and commercial-stage companies that offer higher odds and decent returns on good news. Christopher James, on the other hand, recommends that investors willing to diversify their holdings and take on informed risk hold a short list of companies with huge potential. James, a senior analyst and managing director at Brinson Patrick Securities, is a neurosurgeon by training, and examines new platforms and proposed therapies with a clinician's eye. In this interview with The Life Sciences Report, James turns that eye on three names with dramatic, paradigm-changing technology platforms that could energize portfolios.
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Is It Bad to Bottle Up Your Anger?
Source: Claudia Hammond, BBC (7/30/14)
"Even if studies are inconclusive as to whether getting angry is always good for us physically, surely the mere act of letting it all out will provide some relief, won't it? Maybe not."
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ROTH Capital's Debjit Chattopadhyay: Marriage of Diagnostics to New Therapies Breeds Biotech Winners
Source: Dan Levy of The Life Sciences Report (7/24/14)
Aging baby boomers face increased cancer risk, and growing numbers of obese and overweight Americans face metabolic disorders that could lead to cardiovascular disease. Debjit Chattopadhyay of ROTH Capital Partners recommends that biotech investors consider these trends when looking at portfolio options in the healthcare sector. A medical researcher turned biotech analyst, Chattopadhyay highlights several companies with unique diagnostic and therapeutic technologies in this interview with The Life Sciences Report.
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Tempering Insane Optimism with Due Diligence: Alan Leong on Niche Biotech Prospects
Source: George S. Mack of The Life Sciences Report (7/17/14)
Alan Leong has chosen to look for investments positioned in less obvious alcoves of the market. Interestingly, this concept could be a competitive advantage for retail investors. His niche markets include orphan, metabolic and animal companion medicine, as well as some less obvious indications for regenerative medicine. In this interview with The Life Sciences Report, the CEO of biotech analysis company BioWatch News cites four unconventional biotech and specialty pharma names positioned to generate significant returns for investors.
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Dial In on Diabetes Solutions with LabStyle Innovations Corp.'s Dario
Source: Tracy Salcedo-Chourré of The Life Sciences Report (7/17/14)
Having a chronic disease like diabetes engenders a sense of isolation that hasn't been adequately addressed by technology until now. With Dario, LabStyle Innovations Corp. has created a device that not only provides vital medical information to a diabetic patient in real time, but also connects that patient to a community of care providers, family and online resources. In this interview with The Life Sciences Report, LabStyle President and CEO Erez Raphael describes how the Dario software platform could provide sufferers of other chronic diseases with the benefits of real-time data and community as well.
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Will New Technology Make You Love Going to the Dentist?
Source: Stephen Petranek, Daily Reckoning (7/14/14)
"Dentistry is ripe for high-tech blockbusters."
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Turnaround Stories Lead Reni Benjamin's Biotech Front-Runners
Source: George S. Mack of The Life Sciences Report (7/10/14)
The biotech bull market is not over. That's the judgment of Reni Benjamin of H.C. Wainwright & Co., who predicts high quality data from a broad range of small- and mid-cap biotechs will move shares higher during the summer and especially in the fall. In this interview with The Life Sciences Report, Benjamin showcases names with powerful platforms and market winds to their backs, which he believes could vigorously multiply investor capital over the next 12–18 months.
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Into Record-Setting Territory: Huge Q2 for Biotech and Pharma M&A
Source: Amy Brown, EP Vantage (7/9/14)
"The stampede of U.S. companies seeking shelter from the country’s high domestic corporation tax rate has largely driven the deal making. This financial engineering has been widely applauded by the markets but has increasingly been raising the ire of politicians."
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