A Capital-Efficient Prescription for New Drugs: Raghuram "Ram" Selvaraju
Source: George S. Mack of The Life Sciences Report   (11/1/12)
The small biotech companies that have survived the last five years have learned to be lean, mean and efficient with shareholder capital. In this exclusive interview with The Life Sciences Report, Aegis Capital's Managing Director and Head of Equity Research Raghuram "Ram" Selvaraju discusses companies that have mitigated risk by giving new life and higher margins to products previously relegated to the dustbin of commoditized generics. He also highlights some very new and exciting developments in the realm of stem cell technologies and monoclonal antibodies that engage never-before-targeted molecules. More >

Our Next President and Healthcare Policy
Source: BioSpace, Karl Thiel  (10/30/12)
"Both candidates paint this as a vitally important election between leaders with starkly different views of policy and governing. So if the fate of the life sciences potentially hangs in the balance, what are we likely to see in the months ahead?" More >

Q3 Biotech Venture Investing Makes a Boisterous Leap
Source: FierceBiotech, John Carroll  (10/19/12)
"Using the figures provided by Thomson Reuters, the quarterly report concluded that total life sciences venture deals topped $1.7B in 181 deals in the third quarter—a bit more than a quarter of all investments tracked during the period." More >

What Moves Biotech Stocks? Ed Arce Has Answers.
Source: George S. Mack of The Life Sciences Report   (10/18/12)
Biotech stocks move on material news, which means clinical data, regulatory progress, new partnerships and big contracts with new customers. Analyst Ed Arce of MLV & Co. holds to these principles as he shares compelling biotech names in this exclusive interview with The Life Sciences Report. More >

Is Medical Device Tax a Lame Duck?
Source: Mass Device   (10/12/12)
"There's a growing confidence among medical device industry insiders that there may be an opportunity to repeal the medical device tax in the interim session between the November election and the seating of a new Congress—no matter who wins the race to the White House." More >

Casey Analyst Forecasts Explosive Biotech Growth
Source: Streetwise Staff  (10/11/12)
The myth of technology, whether for smartphones or cancer treatments, is that the next big thing appears suddenly and magically. Casey Research Analyst Alex Daley sets the record straight in this exclusive interview with The Life Sciences Report. While the science of genetic medicine has accelerated the process of turning magical thinking into practical medicine, Daley cautions investors in biotech and medical device companies to be patient, and names companies with innovative technologies poised for explosive growth. More >

Much-Hyped Renal Denervation Devices Could Help Diabetics, Too
Source: Fierce Medical Devices, Damian Garde  (10/5/12)
"Renal denervation devices, designed to treat hypertension, are already tabbed for big sales in that sphere--$2.8 billion by 2020, analysts say. Now, new research suggests the nerve-deadening procedure could benefit diabetics, an even larger patient population." More >

Medtech Industry Stock Outlook: October 2012
Source: Zacks Equity Research  (10/2/12)
"Several catalysts for growth exist, including new product cycles, an aging population, geographic expansion, ongoing transition toward minimally invasive techniques and emerging markets." More >

Silk-Based Electronics Dissolve on Cue for Vanishing Medical Implants
Source: Scientific American, Katherine Harmon  (9/27/12)
"A flexible device that is just nanometers thick can fight post-surgical infections or even capture images—until its work is done, when it vanishes." More >

Three New Findings Change Our View of the Brain
Source: Michael Robinson, Era of Radical Change   (9/21/12)
"By solving the brain puzzle, we will rid mankind of many cruel diseases while making our physical world smarter and more in tune with the way our minds work." More >

Apple's iPhone 5 Lightning Dock Could Drive Medical Devices to Bluetooth
Source: eweek, Brian Horowitz  (9/17/12)
"Medical devices that connect to the iPhone include glucometers, heart rate monitors and fitness sensors. The iPhone also can act as a Smart Ready hub to connect Smart peripherals, which collect data on patient vital signs." More >

Five Medtech Ideas to Leverage
Source: George S. Mack, The Life Sciences Report  (9/16/12)
Before spending the last decade as a sellside analyst, James Terwilliger, now with The Benchmark Company, worked at Johnson & Johnson and other medtech companies where he learned quickly that the way to a surgeon's heart is to bring shiny new technology into the office. Physicians who spend their working lives in interventional cath labs or hospital operating suites have a natural inclination to listen and learn about new ideas and see how the latest toys work. But medtech companies want to sell their mature product lines as well. "Face time with the physician is hugely important because that new product doesn't just drive the new business," says Terwillger. "It also puts the medical device sales force in the position to do a pull-through with other products." He learned all the tricks first-hand. More >

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." More >

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. More >

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." More >

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." More >

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. More >

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." More >

Think Long Term and Win Big with Small Biotechs: Hugh Cleland
Source: George S. Mack of The Life Sciences Report  (8/9/12)
BluMont Capital Portfolio Manager Hugh Cleland has taken a venture capital and private equity approach to investing in public companies, some of which have penny-stock market caps in the $5–15 million range. The idea is to invest in small- and micro-cap stocks without facing redemption risk, and to employ a hands-on approach when helping innovative companies create and realize value over the long term. In this way time becomes the friend—not the enemy—of companies looking for scarce capital in a risk-averse world. In this exclusive interview with The Life Sciences Report, Cleland shares the names of a handful of small companies that could return tenfold or greater multiples to investors. More >

This Tiny Startup Has Scored 'Microchip Medicine' Breakthrough
Source: Michael Robinson, Money Morning  (8/9/12)
"A novel new drug-tracking sensor could literally save your life one day. It's a 'pill' as big as a grain of sand and it could mean huge profits for big pharma companies in the not-too-distant future." More >

Nanofibers May Quicken Healing After Heart Attacks
Source: Bloomberg News, Jeanna Smialek  (8/8/12)
"With development, the treatment could be used to enable people who would otherwise be bedridden to recover." More >

FDA Is No Slower with Device Approvals than EU Counterparts
Source: Cardiovascular Business  (8/2/12)
"Conventional wisdom holds that, when it comes to deploying new medical technologies, the U.S. is much slower than Europe’s four largest markets. Conventional wisdom is wrong." More >

Fascinating New Technology Trends Offer a Glimpse into a Wild Future
Source: Michael Robinson, Money Morning  (7/27/12)
"Cutting-edge high tech is moving at warp speed, with new advances coming faster than any one person can track." More >

Venture Capital: Medical Device 'Big Exits' on the Rise
Source: Mass Device   (7/23/12)
"The device industry notched 18 'Big Exits,' beating biotech's 17 and extending an upward trend in exit activity in the life sciences, with more than 25 per year since 2009." More >

Why Your Health Care Is So Darn Expensive
Source: Alex Daley and Doug Hornig, Casey Research  (7/19/12)
"At that point, it isn't lifestyle changes that are keeping us alive—it's machines and doctors and medicines doing a lot of the heavy lifting in order to grant us those precious extra days." More >