Streetwise Articles
Profit Play from Massive Pharma M&A
Source: Kyle Anderson, Money Morning (3/5/15)
Before today's AbbVie/Pharmacyclics deal, more than $35B had been spent on global healthcare mergers and acquisitions in 2015. That was up 124% from last year. Today's deal pushes that total over $57B.
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How Alan Leong of BioWatch News Keeps Successful Biotech Investing Simple
Source: George S. Mack of The Life Sciences Report (3/4/15)
Biotechnology can be daunting to comprehend, but understanding is critical to successful investment. BioWatch News Founder Alan Leong has a nose for growth names, and his goal is to make their technology platforms clear to investors who might not be able to make sense of peer-reviewed scientific literature but want the big upside that science promises. In this interview with The Life Sciences Report, Leong brings seven micro-cap names with massive potential to investors' attention.
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One Target with Multiple Shots on Goal: Can-Fite BioPharma CEO Pnina Fishman
(3/4/15)
The target is a single receptor found only on abnormal cells—cancer cells and cells responsible for inflammatory diseases such as psoriasis. The weapon is a platform technology developed by Can-Fite BioPharma Ltd. under the guidance of Scientific Founder and CEO Pnina Fishman and her team. The company is developing an arsenal of therapies approaching the final stages of clinical trials, and in this interview with The Life Sciences Report, Fishman describes the catalysts and candidates that make Can-Fite a strong bet for investors.
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Want to Stay Out of Trouble, Pharma? Compliance, Disclosure Are Key: SEC Enforcer
Source: Carly Helfand, FiercePharma (3/4/15)
"The Securities and Exchange Commission sees a few places where you might get yourselves into sticky situations. But there's an easy way to avoid trouble, and that's to beef up compliance and disclosure."
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How to Beat the Herd Mentality: Highline's Michael Higgins
Source: George S. Mack of The Life Sciences Report (2/25/15)
Michael Higgins of Highline Research Advisors believes it is absolutely vital for a sellside biotech analyst to understand what's going on outside the sector, because no stock lives on an island. The most fabulous fundamentals in the world won't propel a stock against powerful global or industry-wide headwinds. In this interview with The Life Sciences Report, Higgins, an industry veteran, discusses his methods of finding winning plays in the biotech space, and selects three names that could spike the punch in your portfolio.
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CEL-SCI Corp.'s Novel Immunotherapies Set Sights on Cancer, Autoimmune Disorders and Infectious Diseases
Source: Dan Levy of The Life Sciences Report (2/19/15)
Control and manipulation of the immune system is the underlying basis behind vaccinations in the fight against dangerous infectious diseases, but using immunotherapies to treat cancers and autoimmune disorders has been limited. That paradigm is changing, and CEL-SCI Corp. is among the companies poised to bring immunotherapy into these disease spaces. In this interview with The Life Sciences Report, Geert Kersten, CEL-SCI's CEO, describes how his company's Multikine and L.E.A.P.S. platforms can be deployed, and how investors can turn an immunotherapeutic win into profit.
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Immuno-Oncology Promises Continued Wealth and Health: LifeTech Capital's Stephen Dunn
Source: Staff of The Life Sciences Report (2/19/15)
Immuno-oncology—disabling cancer's defenses so that a patient's own immune system can seek it out and destroy it—took center stage in the drug development world in 2014. Stephen Dunn of LifeTech Capital believes that preeminence will continue in 2015, bolstered by new drug approvals, new targets and new combination immunotherapies that increase potency. In this interview with The Life Sciences Report, Dunn outlines how companies large and small are leveraging these therapies, and where investors should look for opportunity in the sector.
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Bloom Burton's David Martin Zeroes In on Under-the-Radar Biotech
Source: George S. Mack of The Life Sciences Report (2/12/15)
Biotechnology indices have been on a rapid ascent for three years, and 2015 appears to be off to the races as well. Bloom Burton & Co.'s David Martin has taken his seat in the grandstands, betting on specialty pharma and biotech companies based in Canada, where resource stocks have absorbed so much investment capital that many healthcare names have remained hidden and undervalued. In this interview with The Life Sciences Report, Martin highlights a group of companies with superior growth prospects and room to run.
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Capture Growth with Baskets of Biotechs: LifeSci Advisors' Andrew McDonald
Source: George S. Mack of The Life Sciences Report (2/5/15)
Andrew McDonald believes investors fundamentally underestimate the risk of investing in companies with drugs in development. To address the inherent hazards, McDonald cofounded LifeSci Advisors, which created the BioShares Biotechnology Clinical Trials and BioShares Biotechnology Products exchange-traded funds to limit risk. In this interview with The Life Sciences Report, McDonald describes how funds can be designed to grow on product sales and data generated via milestones in clinical development, and also names four companies he's included in the two portfolios.
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Changing of the Guard at FDA: Is Califf the Next Commissioner?
Source: Damian Garde, FierceBiotech (2/5/15)
"Under Margaret Hamburg's watch, the FDA instituted a slew of programs designed to speed up the review process for new drugs, and 2014 saw the agency approve a 20-year-record 51 novel therapies."
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Buy on the Biotech Dip
Source: Greg Guenthner, The Daily Reckoning (2/5/15)
"Biotechs are still on the rampage. Feeble market in January? Biotechs don't care. They just kept bulldozing forward. In fact, biotechs were some of the only stocks popping to start the year."
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The Diabetes Economy: Miraculins Scouts for Worldwide Markets
Source: Taylor Thoen, BTV/The Life Sciences Report (2/4/15)
While other diseases catch headlines and media attention, diabetes has crept quietly into a full-blown, worldwide pandemic. With the Scout DS®, Winnipeg-based Miraculins Inc. is on the leading edge of medical innovation with the world's first noninvasive retail screening test for diabetes. In this interview with The Life Sciences Report, Miraculins President and CEO Christopher Moreau explains how the company is poised to expand into multiple markets to meet a desperate need for diabetes screening in North America and around the world.
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Watchlist Analysts Forecast Continued Blue Sky for Biotech Industry
Source: Tracy Salcedo-Chourré of The Life Sciences Report (1/29/15)
For the last two years the biotech sector has experienced market-beating gains, even taking into account the industry-wide hiccup in early 2014. Can this trend continue? The five analysts who selected names for The Life Sciences Report's 2015 Small-Cap Biotech Watchlist spend their days considering this question; it comes into play with every recommendation they make. The topic came up in various contexts during the Watchlist panel at the 2015 Biotech Showcase: Here are four factors investors should consider as they move into 2015.
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What Will Herald the End of the Biotech Boom?
Source: Karl Thiel, BioSpace.com (1/28/15)
"The truth is, I don't think there's a coming crash for the biotech sector—at least not in the near-term. But reasonable arguments can be made that we're in for a big reversal, and one of the keys to successful investing is to consider the other side of a trade."
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The Small-Cap Biotech Watchlist 2015 Unwrapped: Who Are These Guys? And Why Are They Here?
Source: Tracy Salcedo-Chourré of The Life Sciences Report (1/27/15)
At the Biotech Showcase 2015 in San Francisco, five biotech analysts examined the burgeoning small-cap life sciences marketplace and found every reason to believe its good health would continue into 2015 and beyond. The experts also sent investors who attended the panel discussion of The Life Sciences Report's 2015 Small-Cap Biotech Watchlist home with a bundle of robust investment opportunities, including a few new names. Read on to see which companies made the list, and why.
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Convert Catalysts into Profits: Sagient Research's Edward Stopke
Source: Peter Byrne of The Life Sciences Report (1/22/15)
The biotech sector is teeming with companies racing to bring the hot new drug or therapy to the marketplace. But realistically assessing the therapeutic potential of pipeline products is the healthy approach for selecting a winner. In this interview with The Life Sciences Report, Edward Stopke of Sagient Research unveils his list of companies with catalytic moments in the making.
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The Outpatient Surgery Business Rains Cash: Nobilis Health's Harry Fleming
Source: Peter Byrne of The Life Sciences Report (1/22/15)
Nobilis Health Corp. has invented a genuine recipe for success: Provide outpatient surgical services with high profit margins and saturate a local consumer health market with advertising. In this interview with The Life Sciences Report, Nobilis' president Harry Fleming explains exactly how his booming firm's business model works—and why investors should take note of the new kid on the block.
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Rip-Off of the Century?
Source: Stephen Petranek, Daily Reckoning (1/21/15)
"Nothing quite this uncompetitive has ever happened before with drugs, but you can be sure that insurance companies weren't about to watch their massive profits of the last decade erode for very long."
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Oppenheimer Analyst Rohit Vanjani's 2015 Pipeline: Pot, Pain, and Babies
Source: Peter Byrne of The Life Sciences Report (1/15/15)
Building on another blockbuster year in specialty pharmacy and generics, Rohit Vanjani, a senior analyst at Oppenheimer & Co., has reason to be excited for 2015. Vanjani specializes in nurturing firms developing novel ways to treat some of humanity's most persistent medical problems, and in this interview with The Life Sciences Report, he describes some of the most promising therapies, and companies, in the life sciences sector.
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The JP Morgan Mood: Damn the Biotech Valuations and Full Speed Ahead in 2015
Source: John Carroll, FierceBiotech (1/14/15)
"The mood of the industry this year was exceptional. Even some of the most grizzled veterans who have been making the annual trek to San Francisco for years noted they've never seen anything like this before."
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Where Do Cures Reside? Morrie Ruffin and Michael Werner of the Alliance for Regenerative Medicine Think the Answer Is in Regenerative Medicine
Source: George S. Mack of The Life Sciences Report (1/8/15)
The practice of medicine is being transformed. The journey has been arduous, but revolutionary stem cell, gene and immunocellular therapies are rapidly moving toward pivotal milestones—and investors in the space should strap in for a rewarding joy ride. In this interview with The Life Sciences Report, Alliance for Regenerative Medicine cofounders Morrie Ruffin and Michael Werner consider how new federal guidance might enable new standards of care in cardiovascular, neurologic and oncologic medicine, and offer a preview of next week's Biotech Showcase in San Francisco.
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Where Do Cures Reside? Morrie Ruffin and Michael Werner of the Alliance for Regenerative Medicine Think the Answer Is in Regenerative Medicine
Source: George S. Mack of The Life Sciences Report (1/8/15)
The practice of medicine is being transformed. The journey has been arduous, but revolutionary stem cell, gene and immunocellular therapies are rapidly moving toward pivotal milestones—and investors in the space should strap in for a rewarding joy ride. In this interview with The Life Sciences Report, Alliance for Regenerative Medicine cofounders Morrie Ruffin and Michael Werner consider how new federal guidance might enable new standards of care in cardiovascular, neurologic and oncologic medicine, and offer a preview of next week's Biotech Showcase in San Francisco.
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Medical Marijuana Goes to Market: Daniel Pearlstein of M Partners
Source: George S. Mack of The Life Sciences Report (1/7/15)
Life sciences analyst Daniel Pearlstein of Toronto-based M Partners brings knowledge of the biotech sector and hands-on experience in the startup realm to understanding value and growth in small- and micro-cap life sciences companies. In this interview with The Life Sciences Report, Pearlstein offers his perspectives on six Canadian biotech and specialty pharma names with different value propositions and the capacity to grow multiples of invested capital, including one company in the budding medical marijuana field.
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The Miracle that Would Have Saved Superman
Source: Ray Blanco, The Daily Reckoning (1/2/15)
"This technology has been in development for a long time, but things are moving fast. Stem cells are simply too important for an investor to ignore in 2015."
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Will Biotech Fire on All Cylinders in 2015?
Source: Tracy Salcedo-Chourré of The Life Sciences Report (12/30/14)
Making predictions for the New Year may feel as productive as peering into a crystal ball. But in the life sciences, hard science and long experience back prognostication. The biotech market enjoyed a stellar 2013 and withstood a solid check in early 2014 before rebounding, essentially following the upward trend that most experts forecast. What is in store for 2015? The Life Sciences Report turned to newsletter writer John McCamant and WBB Securities' Steve Brozak for insight.
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