Milken Institute Global Conference-Healthcare Reform I

Missed Opportunity in Health Reform-Wellness and Prevention On Monday April 26 a panel of executives  and leaders including Michael Milken, moderated by CNBC anchor Maria Bartiromo convened to discuss Health Reform in a session focused on “Prevention and...

Helicos(HLCS) Update

GenomeWeb published an update (scroll down)on Helicos on Friday April 16. Full Year Revenues for fiscal 2009 were $3M and although R&D and Admin expenses were cut the Net Loss for the Year was $28M. Helicos has been working with the investment bank Thomas Weisel...

Microfluidics (MFLU.OB) Update-Turnaround intact

Microfluidics announced Year-End 2009 and Q4 results yesterday and delivered numbers pretty much according to plan. Q4 Income was $80k; Gross margin at 60% Achieved $525k EBITA for Full Year; R&D was cut to $449k for Q4 but management says no impact on new...

Clinical Diagnostics Part 1: a sector poised for growth

Many of the issues coming out of the  healthcare reform discussion:  rising medical costs, Medicare budget, need for better clinical outcomes, push for biogenerics have  caused concern among investors and limited returns in the healthcare sector. Although M&A...

Risk trade off with strong dollar, weak China action

A continuation of the broad market sell-off that started Friday picked up speed at the open but has stabilized; traders are anxiously looking at the last 15 minutes of trading to see if a downdraft kicks in. The US Dollar Index is at $79.26 off its daily highs but...

Caution on biotechs and energy

Biotech stocks were unusually weak today with many mid-caps down 3-4%. High flier CBST was down even more due to an Oppenheimer downgrade. The ELN lawsuit against Biogen regarding the Tysabri deal with JNJ didn’t help matters. More analysis to follow as this is...

Broad market move up 2%+; Reflation trade back

The reflation trade caught some bids today with energy, precious metal, real estate, agricultural and industrial stocks all following the lead of the financials.Many of the energy stocks are near their intermediate lows so this could be a good entry point for the...

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