GlaxoSmithKline Goes Hostile in Bid for Human Genome Sciences
Source: Miyanville, Brett Chase  (5/9/12)
"GlaxoSmithKline has launched a hostile bid for Human Genome Sciences, three weeks after the biotech spurned a $2.6B takeover offer." More >

Looking at Small Medtech and Biotech in Canada: Nick Waddell
Source: George S. Mack, The Life Sciences Report  (5/3/12)
Is there a developing Silicon Valley model in Canada? Not quite yet, but Publisher and Founding Editor Nick Waddell of the Vancouver-based Cantech Letter would like to see that happen. Meanwhile, he's looking for—and finding—exciting small- and micro-cap ideas as potential big returners. In this exclusive interview with The Life Sciences Report, Waddell discusses current favorite healthcare names that will surely surprise people who have not been looking North. More >

Computing the Best High-Resolution 3-D Tissue Images
Source: ScienceDaily  (4/25/12)
"Real-time, 3-D microscopic tissue imaging could be a revolution for medical fields such as cancer diagnosis, minimally invasive surgery and ophthalmology." More >

Electrifying Biotechnology: A Shot at Shocking Profits
Source: Patrick Cox, Penny Sleuth  (4/20/12)
"The discovery of reversible electroporation revolutionized biotechnology research. Cracking open a cell's pores allows researchers to get stuff into cells they weren't able to before." More >

Deep Value Found in Small Medtech: Jason Mills
Source: George S. Mack, The Life Sciences Report  (4/19/12)
Medical device companies need to demonstrate four qualities to be good investment ideas, according to Senior Medical Devices Analyst and Managing Director Jason Mills of Canaccord Genuity. In this exclusive interview with The Life Sciences Report, Mills shares his precise criteria and pinpoints specific growth names that are trading at value levels. More >

Five Ways to Play Heart Health
Source: George S. Mack, The Life Sciences Report  (4/19/12)
You almost never hear an analyst say his sector is trading at a significant discount across all market caps. But when I interviewed Senior Analyst and Managing Director Jason Mills of Canaccord Genuity for The Life Sciences Report, that was his evaluation of the cardiovascular space in medtech. A negative environment can certainly create opportunity, and Mills says specific medtech stocks are trading at "trough levels" not seen since the technology meltdown of 2001–2002. More >

The Wireless Revolution Hits Medicine
Source: The Wall Street Journal, Ron Winslow  (4/16/12)
"The digital world has been in a separate orbit from our medical cocoon, and it's time the boundaries be taken down." More >

Junior Resource and Biotech Investing Share Profit Potential
Source: Alex Daley and Doug Hornig, Casey Research  (4/12/12)
Several Casey Research publications focus on the junior resource sector because this is a prime speculative market—one where individual investors can still turn a small amount of money into a fortune, provided they bring the proper tools to the table. Yet resource juniors by no means stand alone. Biotechnology is another good market for speculation. In fact, despite the very different science and economics at work, the biotech and junior resource sectors share some interesting traits. Investors will find a lot to like in both. More >

Playing the Immune System for Profit
Source: George S. Mack, The Life Sciences Report  (4/12/12)
I had an opportunity to pose some questions once again to Stephen Dunn who is president and senior managing director of research at LifeTech Capital, a division of Aurora Capital, which has a presence in growth hotbeds India and China. LifeTech is one of those boutique investment banks that researches small-cap stocks that need capital and attention. The firm specializes in biotech and medtech, and it really does get an opportunity to get inside little companies to know the people and to understand the science. Dunn gets to do things that he wouldn't get to do in a bulge-bracket banking environment, and after 25 years in his industry he has done nearly everything, including negotiations for intellectual property agreements to product deals, venture capital and mergers and acquisitions. . . More >

Nanotechnology Used to Hunt for Hidden Pathogens
Source: ScienceDaily  (4/9/12)
"The new nanoparticle-based technique may be used to detect microbes that have challenged scientists for centuries because they hide deep in human tissue and are able to reprogram cells to successfully evade the immune system." More >

Small-Cap Ideas with Double-Digit Growth Potential: Frederick "Rick" Wise
Source: George S. Mack of The Life Sciences Report  (4/5/12)
You can own large medtech and diversified medical supply companies for low volatility and incremental upside in a trending economy (yawn. . .), but small- and mid-cap companies offer the real double-digit growth possibilities. In this exclusive interview with The Life Sciences Report, Analyst and Managing Director Frederick "Rick" Wise of Leerink Swann shares small-cap ideas that could wake up investors' portfolios. More >

Beautiful Music from Small Medtech
Source: George S. Mack of The Life Sciences Report  (4/5/12)
I was already aware that the Manhattan School of Music (MSM) produced the world's greatest musicians, but I didn't know that great sellside analysts were also minted there. Managing Director Frederick "Rick" Wise of New York City-based Leerink Swann is a proud MSM graduate, and he likes to say that he took the "classical route" to Wall Street. "I believe music was great preparation for being an analyst," he says. "I've been deciphering symbols and interpreting them and conveying the bottom line to people on a stage." More >

Antibody Offers Hope Against Cancers
Source: San Francisco Chronicle, Victoria Colliver  (4/3/12)
"In a potential breakthrough for cancer research, Stanford immunologists discovered they can shrink or even get rid of a wide range of human cancers by treating them with a single antibody." More >

Technology Improves Neural Imaging, Human Brain Research
Source: Laboratory Equipment  (4/2/12)
"A new cost-effective neural imaging system allows researchers to make much more complex maps of the brain with just one camera and one imaging system." More >

Personal Gene Mapping Has Its Limits
Source: HealthDay, Amanda Gardner  (4/2/12)
"The costs of whole genome sequencing are plummeting, making the test more accessible to more people, yet the ability of the test to provide useful information to patients has not been studied quantitatively." More >

Sharpen Your Medtech Investing Edge with Genomics, Imaging and Diversified Supplies: Junaid Husain
Source: George S. Mack of The Life Sciences Report  (3/29/12)
Medical supplies and diagnostics may not sound exciting, but recurring revenue is key to restful nights and steady growth. Dougherty & Company Vice President and Senior Medical Technology Analyst Junaid Husain has a rule-based approach for selecting winners. In this exclusive interview with The Life Sciences Report, he offers his best ideas and the logic behind them. More >

Great Values Among Battered Medical Technology Stocks
Source: George S. Mack, The Life Sciences Report  (3/29/12)
No industry in the healthcare sector has been shrouded with more pessimism than medical technology. It would be easy to check off all the boxes on your list of gloomy headwinds, dust off your hands and find another story for your investible dollars. Starting in 2013 the medical device tax is slated to empty $20 billion (B) from the pockets of medtechs over 10 years, and there seems to be no respite from FDA's prolonged approval times and ever-increasing demands for additional data. Combine these annoyances with a recession hangover, and you've got a classic case of malaise. Senior Medical Technology Analyst Junaid Husain of Minneapolis-based investment bank Dougherty & Company told me all the news isn't bad, however. In fact, if you know what you're looking for, there are real actionable ideas on the table.. . More >

Big Returns Come from Small-Cap Medical Technology
Source: George S. Mack, The Life Sciences Report  (3/26/12)
A decade ago medtech was in its heyday. Baby boomers were already feeling the discomforts of osteoarthritis and other age-related diseases, and they wanted to be active longer. Device and instrument developers could innovate and get products through the FDA and market them in the U.S. where dynamic pricing power would expand margins and bottom lines. Newer technologies such as minimally invasive surgical procedures were fueling more orthopedic surgeries, because smaller wounds mean lower rates of infection, less discomfort and quicker rehab. The winds of recovery following the dot-com bust were about to carry smaller health-related stocks higher. . . More >

Shiny New Tool for Imaging Biomolecules
Source: ScienceDaily   (3/23/12)
"The ability to observe signaling spatial patterns in the immune and other cellular systems would be a critical tool in the fight against immunological and other disorders that lead to a broad range of health problems, including cancer. Such a tool is now at hand." More >

A Scientist Finds Treasure Researching Oncology Drugs
Source: George S. Mack, The Life Sciences Report  (3/22/12)
I love finding out how people move from point A to point B in their careers. It was an incremental process for George Zavoico, who is today a senior equity analyst at New York City-based MLV & Co., a boutique investment bank focusing on the small cap space. Armed with his doctorate in physiology, Zavoico loves the research model, in both science and finance, and he wants to get as close as possible to the drugs and their targets inside the companies he covers. His current small company niche seems to suit his trained curiosity just perfectly. "I find that I can approach the science, the investigators and the academic researchers developing innovative drugs mainly through smaller-cap companies," he told me in a telephone conversation. . . More >

MedTech Industry Stock Outlook
Source: Zacks Equity Research  (3/6/12)
"Although still saddled with an unfavorable macro environment, the medtech indyustry is expected to fare better in 2012 thanks to attractive growth opportunities and healthy tailwinds including improving hospital spending, emerging markets and pent-up demand." More >

Biotech Platform Technologies Make Big Promises
Source: George S. Mack, The Life Sciences Report  (2/28/12)
Words to Invest By: Make sure you see a lead development product that big pharma is willing to bet on. I love the idea of a smart technology platform that could feed multiple product candidates into a biotech pipeline. The notion is exhilarating because that's where those rare 10- and 20-baggers come from. . . More >