Streetwise Tools & Diagnostics Articles

'Cyborg' Tissue Blurs the Line Between Man and Machine
Source: Michael Robinson, Money Morning (9/17/12)
"We're getting very close to the day in which we augment robots with 'smart' human tissue. We'll grow tissue in labs and equip it with onboard electronics made possible by nanotech circuits."
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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."
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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."
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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.
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Analyst Bets on Extraordinary Science and Clinical Data: Greg Wade
Source: George S. Mack of The Life Sciences Report (8/30/12)
Managing Director Greg Wade of Wedbush Securities doesn't use a cookie-cutter approach to picking biotechnology stocks. He directs investors to companies with strong science, well-executed clinical studies and data that point toward future success. In this exclusive interview with The Life Sciences Report, Wade shares his favorite names and the compelling stories behind each company.
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Gemoscan Sets Aggressive Expansion Plan
Source: BioTuesdays, Leonard Zehr (8/28/12)
"The company is planning expansion in the U.S., Europe, Asia and India, with a growth objective of 10,000 locations by 2014."
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Russian Biotechs Emerging from Behind Iron Curtain with Innovation
Source: Michael Harris, BioWorld (8/24/12)
"A handful of strong, yet relatively new, Russian biopharma companies, led by R-Pharm and Pharmstandard, are poised to exploit Russia's BRIC status as a premier emerging drug market as they expand their ranges, hoping to conquer the international biotech market."
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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."
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Top 10 Pharma Firms
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (8/21/12)
"Companies earned a spot in the top 10 based on market cap at the end of Q2/12 and Q2/11."
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Why M&A Flurry Has Top MKM Analyst Smiling All the Way to the Bank
Source: George S. Mack of The Life Sciences Report (8/16/12)
Sometimes bigger is better. In this exclusive interview with The Life Sciences Report, Senior Analyst and Managing Director Dr. Jon LeCroy of MKM Partners points to mergers and acquisitions that have bolstered stock prices and singles out biotech and specialty pharma companies of all sizes that could generate significant returns for investors by addressing unmet medical needs with innovative solutions.
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Biotech Stocks Live (and Die) on the Calendar: Michael Hay
Source: George S. Mack, The Life Sciences Report (8/15/12)
Since the beginning of the biotech revolution, analysts have kept spreadsheets, tables and calendars to catch the next whiff of data coming out of companies whose futures hang in the balance. I recently interviewed Vice President Michael Hay of Sagient Research Systems for The Life Sciences Report. Hay watches for data and listens to conference calls the same way analysts from investment banks and asset management firms do, but his specialty niche is catalysts. He has concluded that the two most powerful share-price drivers of small companies are pivotal phase 3 data and U.S. Food and Drug Administration (FDA) advisory panel votes. The Prescription Drug User Fee Act (PDUFA) date, which is when the FDA delivers its yes or no decision on a drug, is not necessarily the big market mover because most times FDA takes the advice of the advisory committee, which means the news is already baked in. Indeed, the PDUFA date can sometimes trigger a sell-on-the-news effect to knock a stock down from its peak even on good news.
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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."
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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."
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How to Cure Aging, Disease and Low Stock Performance
Source: Patrick Cox, The Penny Sleuth (8/6/12)
"To live a longer and wealthier life, now's the time to add companies with inflammation-beating products to your medicine cabinet and your portfolio."
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Warning: Hidden Affordable Care Act Taxes Will Cost More Than You Think
Source: David Zeiler, Money Morning (8/5/12)
"Many of these new measures are disguised as taxes on businesses. The bulk of these 'stealth taxes' will be transferred to consumers via higher prices for drugs and health insurance."
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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."
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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."
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Mergers Show How Affordable Care Act Will Deliver Profits
Source: Don Miller, Money Morning (7/19/12)
"The two largest managed care firms, UnitedHealth Group Inc. and WellPoint, are now big players in Medicare Advantage and Medicaid, according to The Huffington Post. And with the impending influx from the Affordable Care Act, they plan to get even bigger."
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Personalized Medicine: Challenges Lie Ahead
Source: John Sterling, Genetic Engineering and Biotechnology News (7/18/12)
"'The beautiful thing about personalized medicine is we're going to mitigate the technical risk dramatically. . .But until we solve the business model question, we have a significant challenge.'–Dr. David Nelson."
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Four Ways to Outrun Obsolescence in Biotech
Source: Zachary N. Russ, Genetic Engineering and Biotechnology News (7/17/12)
"To stay ahead in the ever-quickening world of research, scientists must be fast and cunning."
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The Race between Science and Politics
Source: Ray Blanco, The Daily Reckoning (7/6/12)
"On the one hand, we have scientific advance, unraveling the mysteries of life and developing revolutionary new therapies. On the other, we have politicians trying to lock everything down into a stasis, whether they know it or not."
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Biopharmaceutical Intellectual Property Is Safe Behind the BRIC Wall
Source: Michael Harris, BioWorld (7/6/12)
"A significant amount of growth is expected from an influx of biopharma companies looking to establish a presence in BRIC countries, where they not only will be seeking to capitalize on the R&D and manufacturing infrastructures but also filing patent applications to sell drugs to local populations."
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Supreme Court Sets Stage for Changes to Drug Development and Investment Priorities
Source: Alex Philippidis, Genetic Engineering and Biotechnology News (7/5/12)
"Innovative drugs that offer clear superiority over existing products are likely among the beneficiaries of the healthcare overhaul."
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Healthcare Ruling: Key Takeaways for Investors and Taxpayers
Source: Diane Alter, Money Morning (7/4/12)
"In the wake of the Obamacare ruling, select healthcare stocks are poised to benefit while the outlook for others is somewhat sickly."
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How to Profit from Hidden Medical Device Gems: Caroline Corner
Source: George S. Mack of The Life Sciences Report (6/28/12)
Innovation, efficacy and convenience are keys to success in medical devices and diagnostics. Put those elements together with underfollowed names and you have uncovered buried investment treasures. Medical technology research analyst Caroline Corner has assembled a short list of hidden jewels destined for incremental acceptance and then rapid uptake by physicians, clinics and hospitals. In this exclusive interview with The Life Sciences Report, Corner talks about her favorite small-cap companies, none of which are household names.
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