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 […]

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Complete Genomics

Complete Genomics 2/18/10                       Molecular Diagnostics and Genomics “Powering large-scale human genome studies”. Private Company Summary Complete Genomics(CGI) provides high quality, affordable DNA sequencing for commercial- scale research of the genetic mechanisms underlying drug responses and complex diseases. Customers receive assembled sequences and variant reports […]

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ISIS and GENZ meet trial goal; ISIS stock sells off

Clinical Profile concerns spur a big sell-off : ISIS shares down 14.6% to $9.40 on volume of 10.6M shares The Mipomersen Phase 3 study in patients with Heterozygous Familial Hypochesterolemia, a genetic disorder, met its primary endpoint but investors were worried about potential side effects such as liver enzyme elevations. The trial goal was met […]

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New Coverage: genomics and diagnostics-Genomic Health(GHDX)

Genomic Health (GHDX) 2/4/10 Molecular Diagnostics and Genomics Public Company- Market Cap $482M Stock Price $16.5-17.5 Summary Genomic Health is a life science Company focused on the development and commercialization of genomic-based clinical laboratory services for cancer that allow physicians and patients to make individualized treatment decisions (Personalized Medicine, Pharmacogenomics). In 2004 Genomic Health launched […]

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Microfluidics (MFLU.OB-$0.90) -a leader in advanced nano-material processing for a variety of industries

Microfluidics (MFLU.OB-$0.90) -a leader in advanced, nano-material, processing for a variety of industries A turn-around play with value characteristics This is a “heads-up” on a special report that we will issue post-earnings within two weeks on the nanotechnology small cap Microfluidics International Corp.. The Company sells high pressure microfluidic processors that are used to create […]

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Life Science Sector Performance: ETF’s and Funds Feb 12 mos.YTD

In a volatile sell-off day involving tech stocks, the biotech world was relatively calm. Despite good news on corporate earnings and a GDP with an annual 5.7% annual growth, investors chose to take profits even on solid player like Microsoft down over 3% today. Market Strength is routinely being sold. Biotech stocks stayed out of […]

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Biomedical stocks beat the bleak

Large Cap biomedical stocks held firm on another volatile but down day in the market driven by a host of macro and fundamental factors: earnings, Davos, Greece,China, politics, Bernanke confirmation, strong dollar, jobs, etc. In this convoluted market the technology leader Apple ( PE 26.6,EPS $7.49) with their iPad launch does not threaten Amazon’s (PE […]

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Gilead Sciences revenues and profits up sharply on antiviral drugs

Gilead (GILD) shares were up 6% to $47.75 after the close as the Company announced record sales and earnings. Full Year total Revenues were $7.01B up 31% over 2008. Full Year Non-GAAP EPS were $3.06 up 40% over 2008. Fourth Quarter Non-GAAP EPS were $0.93 up 49% over 2008. Average analysts revenue estimates for 2010 […]

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Amgen Earnings just OK; January effect for BIO topped out

AMGN-Top line revenue slowing One of the largest biotech companies reported earnings within estimates with full year 2009 EPS of $4.91 up 8% on Revenue of $14.6B down 2%.2010 Total Revenue is expected to be in the $15.1B to $15.5B range with adjusted EPS at $5.05 to $5.25.U.S. Product Sales were $11.13B a decrease of […]

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Waxman Power Play to squeeze Biotech for “biogenerics”

It is hard to believe but the Obama administration wants to open up a new political front at the last minute to squeeze the biotechnology industry after everyone thought the 12 year protection from generic biologicals was a “done deal”. http://www.genengnews.com/articles/chitem.aspx?aid=2717 Last-ditch lobbying battle over biotech drugs By ALAN FRAM The Associated Press Thursday, January […]

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