Six Superstars for Your Biotech Portfolio: John McCamant
Source: Tracy Salcedo-Chourré of The Life Sciences Report  (5/9/13)
We are in the "golden age," of biotech, and Medical Technology Stock Letter Editor John McCamant has innovative ideas on how to glean profits from the renaissance. Investors should be looking at companies with excellent management and platform technologies that offer multiple opportunities for success. McCamant names his favorites in this interview with The Life Sciences Report, including one company with a radical therapy that harkens back to the days before the reign of hand sanitizer. More >

Case in Point: How Following this 5-Step Biotech Investing Strategy Can Double Your Money
Source: Michael Robinson, Strategic Tech Investor  (5/7/13)
"This strategy can avoid some of the biotech sector's biggest risks, while giving you access to the high growth and high returns. And it still gives us the chance to find double-your-money stocks—the chief objective of the Five Tech-Wealth-Investing Rules." More >

Biotech Watchlist 2013 Update: Exciting Ideas Have Explosive Potential
Source: George S. Mack of The Life Sciences Report  (5/2/13)
In January 2013, The Life Sciences Report debuted its biotech Watchlist, which outlined ideas for investors keyed to catalysts in the drug development process that typically move biotechnology stocks. All stocks are affected by catalysts, but nowhere do they provide more leverage (or deleverage) than in biotech. We predicted the new year would present legitimate prospects for portfolio growth. So far, that has been the case. Although the party has given way to some fatigue, the punch bowl is still on the table and the biotech upswing continues. More >

The Approval Process in Action
Source: The Life Sciences Report and Visual Capitalist  (5/1/13)
What catalysts in the drug development process move biotech company stocks? The savvy investor must know what steps in the U.S. Food and Drug Administration's approval process can propel a stock up or down. From drug discovery to the much-anticipated PDUFA date, The Life Sciences Report and the Visual Capitalist have collaborated on an infographic that describes both the process and related catalysts. More >

The Approval Process in Action
Source: The Life Sciences Report and Visual Capitalist  (5/1/13)
What catalysts in the drug development process move biotech company stocks? The savvy investor must know what steps in the U.S. Food and Drug Administration's approval process can propel a stock up or down. From drug discovery to the much-anticipated PDUFA date, The Life Sciences Report and the Visual Capitalist have collaborated on an infographic that describes both the process and related catalysts. More >

The Approval Process in Action
Source: The Life Sciences Report and Visual Capitalist  (5/1/13)
What catalysts in the drug development process move biotech company stocks? The savvy investor must know what steps in the U.S. Food and Drug Administration's approval process can propel a stock up or down. From drug discovery to the much-anticipated PDUFA date, The Life Sciences Report and the Visual Capitalist have collaborated on an infographic that describes both the process and related catalysts. More >

Biotech Micro Caps Offer Promise of Mighty Returns: Dick Huebner
Source: George S. Mack of The Life Sciences Report  (4/25/13)
Dick Huebner knows what he wants. He's looking for biotech companies that can make it very big from a near zero-base valuation. We're talking low-end micro caps that bring a lot of risk to the table, along with the opportunity for major gains. In this interview with The Life Sciences Report, GVC Capital's senior managing partner profiles three publicly traded life sciences stories that could produce generous windfalls for investors, and a private firm about to go public that promises to do the same. More >

A Biotech Tightrope Walk: Balancing Drug Value and Corporate Efficiency
Source: Alex Philippidis, Genetic Engineering and Biotechnology News   (4/23/13)
"In its latest annual industry report, Ernst & Young see an implementation gap in how executives judge drug value versus corporate efficiency." More >

What Will It Take for Stem Cell Companies to Close the Valuation Gap?: ARM's Chairman Geoff MacKay
Source: George S. Mack of The Life Sciences Report  (4/16/13)
Naysayers may harp on the low market valuations of stem cell companies, but Geoff MacKay has an insider's perspective. The Alliance for Regenerative Medicine chairman and Organogenesis Inc. president and CEO asserts that though the regenerative medicine and cell technology industry is still largely in phase 1/2, phase 3 and commercial success are imminent. In this interview with The Life Sciences Report, MacKay explains the promise of cell therapies for both patient health and investors' portfolios. More >

Gene Patent Case: Supreme Court Hears Arguments on Industry-Rattling Suit
Source: Genetic Engineering and Biotechnology News  (4/16/13)
"If the U.S. Supreme Court reached any consensus on the patenting of human genes, it was not evident from yesterday’s oral arguments, in which the justices posed questions using analogies of plants from the Amazon and chocolate chip cookies, while plaintiff Myriad Genetics invoked its own metaphor of a baseball bat." More >

The Good, the Bad, and the Unhealthy
Source: Juan Enriquez, The Daily Reckoning  (4/16/13)
"Today what we’re looking at is an almost impossible hurdle rate of over $1B per drug to come to market. It means that very few medicines make the hurdle rate. Occasionally, you do see one, but these are rarer and rarer." More >

Companies that Can Mend the Biotech Market: Stephen Brozak
Source: George S. Mack of The Life Sciences Report  (4/11/13)
Markets are not efficient—at least not in the short term. WBB Securities President Stephen Brozak admits to frustration when he sees small-cap companies with valuations that are disengaged from market realities. But Brozak's experience as a biotech investor, banker and analyst has taught him to be patient with these disconnection syndromes, and he now delights in prospects offered by select bargain-basement opportunities. In this interview with The Life Sciences Report, Brozak touches on 10 names that have been flying far below the radars of most investors. More >

Biopharmas Shift Q1 Fundraising into Overdrive
Source: Peter Winter, BioWorld  (4/10/13)
"Biotech companies generated $5B in the first quarter of 2013. . .The heavy lifting for the period was carried out by public companies, which were responsible for 65% of the total." More >

6 Biotechs with Staggering Potential: Grant Zeng
Source: George S. Mack of The Life Sciences Report  (4/4/13)
When it comes to picking biotech stocks, does a buyside perspective matter more than a sellside? Not according to Zacks Investment Research Analyst Grant Zeng, who has straddled the divide. What really matters is research of uncompromised quality. In this interview with The Life Sciences Report, Zeng offers a primer on what he looks for in a biotech investment, and names companies with the potential for big returns. More >

In Biotech, Bad Management Trumps Good Science
Source: Stephen Nagler, MedPro Investors LLC  (4/2/13)
"Honesty and reliability, including full and accurate disclosure of corporate results, achievements and expectations, is a fundamental condition of good management, which investors must be able to rely upon as a condition of investing." More >

7 Big Growth Stories in Biotech: Keith Markey
Source: George S. Mack of The Life Sciences Report  (3/28/13)
As a former biotechnology researcher and 25-year Wall Street veteran, Griffin Securities Inc. Analyst and Scientific Director Keith Markey understands how novel, cutting-edge technology can produce extraordinary new products that bring in revenues with double-digit growth potential. Markey reveals his best ideas in this Life Sciences Report interview, providing his growth thesis for every name and describing why each has potential for at least a double. More >

Three Outside-the-Box Biotechs
Source: George S. Mack of The Life Sciences Report  (3/28/13)
I had a really nice chat with Griffin Securities analyst and scientific director Keith Markey about a wide-ranging group of topics. My goal is to always talk about individual biotech and sometimes medtech stocks, but we got started on another subject right away. Although he's been an analyst for 25 years now, Markey started his career as a molecular biologist doing wet lab bench research. So, I thought my first and most natural question would be about how the biotech industry has changed from the drug discovery perspective. He says it hasn't, at least in one sense. "It's still about the biochemical pathways," he says. "They still pave the way to new therapeutic approaches. It was basic research that led Genentech and Amgen to pursue their initial drugs, a tissue plasminogen activator (tPA) and erythropoietin," he says. More >

Cells Gone Wild: Creating Vaccines that Target Cancer
Source: Severine Kirchner, The Penny Sleuth  (3/27/13)
"Now that cancer vaccines have entered phase 3 clinical trials, the possibility that we might one day be able to get our cancer shot together with our flu shot seems much more plausible." More >

Solving the R&D Investment Dilemma with Project Funding: Mark Kessel
Source: George S. Mack of The Life Sciences Report  (3/21/13)
Big pharma knows how to market products. But has it lost a step on the drug development side? Is there a better way to incentivize drug development and make money at it? Mark Kessel, co-founder and partner at private equity firm Symphony Capital LLC, has developed an investment technique that funds promising biotech companies without exposure to all the losses built into a startup model. In this interview with The Life Sciences Report, Kessel talks about his method and how it has worked with specific biotech companies. More >

This Biotech Patent Leader Generates an 8.3% Dividend Yield
Source: Michael Robinson, Money Morning  (3/19/13)
"A biotech, you see, is no different than any other kind of high-tech firm: If it has enough patents, it can use them as a cash-generating machine." More >

Biotech Sector Analysis: March Madness
Source: John McCamant, Medical Technology Stock Letter  (3/15/13)
"Sound sector and company fundamentals are intact, and improving in some cases. The industry gatekeeper—the U.S. Food and Drug Administration (FDA)—continues to be cooperative. The bullish stock market also bodes well—as cash flows into healthcare funds remain abundant—driving many stocks to what appear to be extended levels." More >

The Stem Cell Revolution Can Jump-Start Your Portfolio: Jason Kolbert
Source: George S. Mack of The Life Sciences Report  (3/14/13)
No single solution will emerge from the growing realm of stem cell technology and regenerative medicine. Instead, multiple innovations will succeed in a field that promises to forever change the practice of medicine—innovations generated by the recognition that living cells are capable of performing a platform of functions that present-day drugs simply cannot. In this Life Sciences Report interview, Jason Kolbert, senior vice president and biotechnology analyst with Maxim Group, provides a detailed analysis of the industry and names companies that investors should be aware of now, while valuations are remarkably low. More >

This Healthcare Fund Is Up 70%: Why I'm Not Selling
Source: Steve Sjuggerud, Steve Sjuggerud's Daily Wealth  (3/12/13)
"Have your exit plan in place, but don't sell. As I've explained many times, this market has the potential to run much higher." More >

10 Biotech Stocks Poised to Run: George Zavoico
Source: George S. Mack of The Life Sciences Report  (3/7/13)
For the first time in ages, conditions for biotech investment are just right. The capital markets have loosened up, and institutional investors are ready to bid up share prices on stories that have both merit and looming catalysts. Sure, there's risk. . .but without it, there's no upside. In this Life Sciences Report interview, Senior Analyst and Managing Director George Zavoico of MLV & Co. identifies a group of biotech companies with market-moving events on their calendars. Sharpen your pencils: From cancer to coronary artery disease to vaccine technology, Zavoico names potential winners.
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PDUFA? What's a PDUFA? Understanding the Drug Development Process Is Key to Biotech Investing
Source: George S. Mack of The Life Sciences Report   (3/1/13)
The catalyst theory of investing in biotech stocks is all about the events that move shares in the public markets. Nobody wants dead money sitting in an account, but that's what you might be the case if you don't have a clear view of upcoming events that could make a stock jump in value. More >