Archive | RAG

Milken Institute Global Conference-Healthcare Reform I

watch 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 Cures”. The primary focus of the discussion was the need for government policy and health reform to […]

Continue Reading 0

Genomics Update from AACR: Biomarkers for Oncology Medicine

where to order accutane Yesterday we presented an overview of the use of  Biomarkers(BM’s) for predictive use in the treatment of Lung Cancer. Here are some additional summaries from the American Association for Cancer Research(AACR) meeting on Monday.Researchers from Fox Chase Cancer Center in Philadelphia reported on a study the suggests that levels of the enzyme ERCC1 offer  a […]

Continue Reading 0

Helicos(HLCS) Update

buy Pregabalin online cheap 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 Partners since last summer to explore strategic alternatives.On April 14 […]

Continue Reading 0

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 products Generated $15.7M Revenue for 2009 a 6% increase for 2008; […]

Continue Reading 0

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 activity has picked up, funding for venture start-ups. equity for public companies and IPOs’ is down to […]

Continue Reading 0

JPMorgan Healthcare Conference-2010 Day One-Monday January 11

Over 5000 people piled into the Westin St. Francis Hotel in San Francisco for the 28th Annual Conference. Investors, Company presenters and entrepreneurs were emboldened by good biotech sector returns in 2009 of 18-28% with many stocks reaching new highs. Seasonality has been a factor with the so-called “January effect” where small cap stocks tend […]

Continue Reading 1

H1N1 Influenza vaccine manufacturers ramp up for October 15

Vaccine shortages may require targeting of subpopulations As health officials in the Northern Hemisphere mobilize for the annual Flu season compounded by the pandemic H1N1(Swine) Flu, production of a vaccine looms critical. Last week the WHO said that H1N1 Flu is already spreading in India, Thailand and Vietnam coinciding with the monsoon season. Transmission has […]

Continue Reading 0

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 higher than recent 5 day lows […]

Continue Reading 0

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 a travel day. Energy stocks were also on the weak side […]

Continue Reading 0

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 longer term.As examples COP, KWK and SWN have all bounced off their […]

Continue Reading 0