Streetwise Medical Devices Articles
For Love and Money: Three Growth Stocks from Casey's Alex Daley
Source: George S. Mack of The Life Sciences Report (6/13/13)
Alex Daley, senior editor of Casey Extraordinary Technology, seeks out undiscovered names because that's where he finds the big upside. In this interview with The Life Sciences Report, Daley brings his best ideas to investors who won't shy away from unloved biotech and medtech names. Sharpen your pencils, steel your nerves and take note of these three growth stories.
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How to Play the Invest-for-Tomorrow Game in Medtech: Alan Brochstein
Source: George S. Mack of The Life Sciences Report (6/6/13)
Alan Brochstein of AB Analytical Services blogs, publishes and creates model portfolios for retail investors and consults with institutional investors. He leans heavily toward medical technology because he sees the industry's devices, instrumentation and molecular diagnostics as huge efficiency creators and money savers for hospitals. He never pulls the trigger on a stock unless it has adequate insider ownership and superb management—two ingredients that almost always lead to success. In this interview with The Life Sciences Report, Brochstein highlights several turnaround stories that he believes can create real shareholder value and make money for investors.
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Diagnostics and Stem Cells Power Productive Portfolios: Kevin DeGeeter
Source: George S. Mack of The Life Sciences Report (5/30/13)
New medical tests can be moneymakers for small- and mid-cap companies: They save insurers the pain of paying more to treat maladies and save patients from unnecessary treatments. In this interview with The Life Sciences Report, Senior Biotechnology Analyst and Director Kevin DeGeeter of Ladenburg, Thalmann & Co. makes his case for diagnostics companies with compelling ideas in the realms of cancer, cardiovascular and surgical testing. He also has one interesting stem cell idea to share.
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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.
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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."
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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."
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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.
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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.
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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."
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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."
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What Will Boost Medtech Stocks? Look for a Better Mousetrap, Says William Plovanic
Source: George S. Mack of The Life Sciences Report (2/21/13)
Growth in the medical technology industry may have slowed, and governmental hurdles may make the forecast gloomy, but value plays await the investor who understands how innovation can drive company stock prices upward. In this interview with The Life Sciences Report, William Plovanic, analyst and managing director with Canaccord Genuity, talks about his top names in medtech and why he believes investors need to take advantage of the slowdown now. He also ruminates on the potential effects of Obamacare's impending implementation.
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The Life Sciences Report Watchlist 2013
Source: George S. Mack of The Life Sciences Report (1/31/13)
Which biotech companies will take off in 2013? To zero in on possible winners, The Life Sciences Report teamed up with Sagient Research to crunch the numbers for companies with potential catalysts on the calendar. The results were sent to experts who, based on their experience in the space, could determine which companies have the best chances for upward stock price movement. The result is the groundbreaking Life Sciences Report Watchlist 2013. In this exclusive article, you can follow the thought process that went into generating the short list, and learn more about the potential winners and what they are poised to accomplish in the next 12 months.
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The Pulse: Breaking News from the Life Sciences Sector
Source: Editors of The Life Sciences Report (1/7/13)
To invest wisely in the life sciences, broad-spectrum knowledge is key. Such knowledge encompasses not only the analysis of industry experts featured in Streetwise Reports interviews, but also up-to-date news on cutting-edge research and development, the latest mergers and acquisitions and the drug development process, both within companies and in the regulatory arena. Our Twitter feed links you to the information you need to profit, both intellectually and financially.
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This Alzheimer's "Pacemaker" Could Be the Bridge to a Cure
Source: Michael Robinson, Money Morning (1/2/13)
"As high-tech investors, we need to keep an eye on this research and be ready to pounce when a medical device maker gets it to market."
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2012: A Healthy Year for the Life Sciences
Source: Editors of The Life Sciences Report (12/27/12)
What is the value of innovation? Of addressing unmet needs? Of new and "disruptive" technologies? Those are just a few of the issues that industry experts tackled in interviews with The Life Sciences Report during 2012. Among the many therapeutic focuses discussed by analysts over the last year, orphan diseases and hepatitis C were identified early on as market "sweet spots." Oncology was another big hitter: From micro caps to big pharma, companies targeted the "emperor of all maladies" with innovative pharmaceuticals and genetic technologies. And analysts also uncovered the unexpected, including a pharmaceuticalized nutraceutical designed to reduce high cholesterol.
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Top 20 Venture Capital Firms
Source: Genetic Engineering and Biotechnology News (12/18/12)
"Venture capital firms, in exchange for equity in the companies in which they’re investing, can help provide funds for companies they think have high potential. So, which VC firms have helped pump up the most biotech and biopharma companies?"
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Cliff Spells Danger for Biotechs
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (12/12/12)
"If Obama and Congress cannot agree, key agencies face cuts while tax changes would dampen new investment."
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Breakthrough Technologies Target Disease Diagnosis, the Blind and the Brain
Source: Michael Robinson, Money Morning (12/3/12)
"With optogenetics, researchers select cells in the brain they want to make sensitive to a particular light color. Then they use the light to tell precise regions of the brain to activate or not."
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'Pipeline' Device Offers New Option for Difficult-to-Treat Brain Aneurysms
Source: Science Daily (12/3/12)
"The study reflects the increased emphasis on collecting post-marketing data on newly approved medical devices to see if the results in initial clinical experience are comparable to those in research trials."
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Personalized Diagnostic Medicine Coming of Age
Source: George S. Mack of The Life Sciences Report (11/29/12)
As little as a decade ago we were all thinking in terms of one blood draw being the be-all and end-all of diagnostics. With the first human genome sequenced, it would only require a panel of genetic, epigenetic, proteomic and small molecule metabolic markers. That was all we needed, we thought. Today it's clear that we got ahead of ourselves. Yes, the search is still on for the right biomarkers, but it’s going to be more about organizing the data and tying it together with history of present and past illness to render more definitive diagnostics. I spoke with Ladenburg Thalmann & Co. Director of Health Care Research Kevin DeGeeter about this very topic.
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This 'Segway with Legs' Is Nothing Short of A Miracle
Source: Michael Robinson, Money Morning (11/11/12)
"It's hard to say what the market could be worth, but Thomson Reuters reported that ABI Research forecast a market of $320M for bionic exoskeletons within 10 years."
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Analyst Scott Power Finds the Upside in Biotech Down Under
Source: George S. Mack of The Life Sciences Report (11/8/12)
If you're looking for fresh international names in biotech and medtech, but need the comforts of end markets on U.S. soil, the best ideas of RBS Morgans Ltd. Senior Analyst Scott Power might be for you. In this interview with The Life Sciences Report, Australia-based Power makes a case for important life science names with Australian origins and a U.S. presence that could present investors with huge upside.
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Election Roundup: News from the Healthcare Front
Source: Tracy Salcedo-Chourre of The Life Sciences Report (11/8/12)
With the reelection of President Barack Obama, the biggest reforms to hit healthcare in nearly a century are positioned to come online. Some provisions of the Patient Protection and Affordable Care Act (aka Obamacare) have already taken effect, but those remaining are likely to have significant impacts on the business of life science. Whether the reforms bode good or ill for biotech and medtech investors has yet to be seen. We've provided a few beats of the media and blog pulse below, and will keep you informed as developments unfold.
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10 Top Women in Biotech 2012
Source: Fierce Biotech (11/8/12)
"Too few female professionals rise to senior executive roles in the biopharma industry, making the accomplishments of these women all the more exceptional."
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