May 20, 2012

For Biotechnology in 2010, it’s Déjà vu All over Again

Business Graph

“It’s déjà vu all over again” – Yogi Berra With Opening Day less than a month away, it seems only fitting to reference one of the most quoted personalities of our time to describe our analysis of the biotechnology sector in 2010.  In this article, we review our favorable outlook for the industry, draw comparisons [...]

2009: Biotech’s Stealth Small Cap Rally

Biotechnology word cloud

On the heels of the Dow Jones Industrial Average (DJIA) logging its worst annual performance since 1931 and the NASDAQ Composite (COMP) having its worst year since inception in 1971, it may have seemed counter intuitive to provide a bullish outlook for the biotechnology industry in 2009.  Nonetheless, at the start of the year we [...]

Three Recent Biotechnology Activist Wins by Carl Icahn

Wall Street Sign

Although a controversial topic, activist hedge funds and private equity firms typically use a small equity stake in an underperforming company to put public pressure on its management and board of directors with the goal of increasing stakeholder value through cost cutting, changes in corporate strategy or management, capital restructuring, asset divestiture and other tactics.  [...]

Novel Diabetes Therapies Presented at 2009 ADA Meeting

Insulin bottle and syringe

Approximately 250 million people worldwide have been diagnosed with diabetes mellitus and that number is growing with the increasing obesity population.  Broadly, patients with diabetes are characterized by elevated blood glucose levels that result from either insufficient insulin secretion (type-1 diabetes) or ineffective insulin action (type-2 diabetes).  The market for treating patients with diabetes is [...]