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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New Perspectives and Seven Biotechs for a Diversified Portfolio: Ori Hershkovitz
Source: George S. Mack of The Life Sciences Report  (5/30/13)
Sometimes speaking with investors who work half a world away is just what's needed to get a new angle and hear new names. That was the case when we talked with Ori Hershkovitz, managing partner of the Tel Aviv-based Sphera Global Healthcare Fund. His interest in global markets, following the news flow on his holdings and scouring the earth for new ideas, means Hershkovitz both keeps crazy hours and finds unique prospects. In this interview with The Life Sciences Report, Hershkovitz talks about his favorite names in the biotech space and lays out his growth theory in each case. More >

Investing in Cancer Research Is Worth the Risk: Echo He
Source: George S. Mack of The Life Sciences Report  (5/23/13)
If investigators could find a way to make breast cancer survivors truly cancer free, and if a diagnosis of pancreatic cancer were less dire, investors could reap windfalls while patients and their families rejoice. In this interview with The Life Sciences Report, Maxim Group Senior Equity Analyst Echo He brings two important names to the table and explains why she believes the potential upside is worth the risk. More >

Is the Patent Cliff a Lethal Blow to Big Pharma?
Source: Doug Hornig, Casey Research  (5/23/13)
"It's a certainty that big phama is going to be keeping close tabs on smaller companies that have promising drugs in phase 2 or 3 trials. Those are certain to be acquired at an accelerating rate, as their larger brethren seek to restock their R&D shelves in the most cost-effective manner." More >

Biotechnology ETF Investing 101
Source: Zacks Equity Research  (5/20/13)
"The sector maintained its strong performance in 2013 as generic competition is forcing many Pharma companies to engage in merger and acquisition deals." More >

Two Biotech Ideas You May Have Missed: William Gregozeski
Source: George S. Mack of The Life Sciences Report   (5/16/13)
Adventurous investors have long sought out micro-cap stocks, attracted by the profit potential of starting on the bottom floor and rocketing toward blue sky. Biotechnology can add even more power to the upside possibilities of micro caps, especially now that pharma is starved for new products and will pay well for solid ideas. Managing partner William Gregozeski of Mont Blanc Capital Management has focused on very small, unnoticed stocks for most of his career and has pegged two undiscovered biotechs that could break out to big-time valuations. In this interview with The Life Sciences Report, Gregozeski elaborates on the stories behind these two investment opportunities. More >

Position Yourself for Big Returns in the Stem Cell Space: Jason Kolbert
Source: George S. Mack of The Life Sciences Report  (5/10/13)
Stem cell companies have languished long enough in micro-cap territory. The industry is now approaching highly visible phase 2 and phase 3 catalysts that will produce results never before seen in medicine. Managing Director and Senior Biotechnology Analyst Jason Kolbert of the Maxim Group has staked out a select group of nascent cell therapy companies positioned to reap huge gains for investors willing to diversify. In this interview with The Life Sciences Report, Kolbert reflects on the regenerative medicine space following the recent RegenMed Investor Day conference, and makes an enthusiastic case for his very best ideas. More >

Takeaway for Biotech Investors: Keep Targeted Cancer Immunotherapies in Mind
Source: Ray Blanco, The Daily Reckoning  (5/10/13)
"Increasingly, the great new medical technologies aren't coming from the pharmaceutical behemoths, but from scrappy little biotech upstarts. In few instances is this truer than in the field of cancer immunotherapy." More >

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 >