At a time when liquidity is difficult to come by, biopharmaceutical firms will find it difficult to find the capital they need to keep going
Sep 1, 2007
By:
Brian O'Connell
|
Closer examination shows there's a strong bond between the biotech market and the unraveling credit markets.
While small caps are more volatile than their large-cap brethren, they offer benefits galore to investors of all stripes
Aug 1, 2007
By:
Brian O'Connell
|
When you start out, keep your small-cap exposure to no more than 10% of your holdings, and gradually increase.
Biotech doesn't play by the same rules that most industries do when it comes to stock performance
Jul 1, 2007
By:
Brian O'Connell
|
We're seeing an uptick in biotech investing from the venture capital community, a good sign that biotech can rise even higher than the broader markets.
A "pay-for-hay" performance culture is embedded in the industry's DNA.
Feb 1, 2007
By:
Brian O'Connell
|
In the September 2006 issue I wrote about the ticklish issue of CEO pay and how shareholder groups, especially the powerful pension and other institutional groups, are growing sick and tired of CEO overpayment and underperformance.
Biopharm ETFs are popping up everywhere, offering investors the opportunity to climb on the backs of companies fighting disease
Jan 1, 2007
By:
Brian O'Connell
|
On a recent plane ride from Phoenix to Philly, I was leafing through a copy of the San Francisco Business Journal. I was taken aback by a story on the emerging trend of biopharm exchange-traded funds (ETFs), and how much of an impact they're having on Wall Street and on investors.
Adult stem cells are operating under the radar a bit, but are way ahead of their embryonic offshoots in effective products on the market.
Dec 1, 2006
By:
Brian O'Connell
|
There are 72 maladies for which human patients have received some benefit from adult stem cell interventions.
The bullish case fpr GlaxoSmithKline is based on a 12% growth rate, a new vaccine for HPV virus, and surging sales of a hypertension drug
Nov 1, 2006
By:
Brian O'Connell
|
In the big pharma world, drugstore aisle space is every bit as important as Times Square is to New York real estate developers. And few pharma giants fill that space as well as GlaxoSmithKline.
Both must learn to analyze things on a probability basis and to control their emotions
Oct 1, 2006
By:
Brian O'Connell
|
Fear leads to bad decisions on a Wall Street trading floor, or at a high-stakes Vegas poker table.
Pfizer CEO Jeffrey Kindler is armed with the legal know-how needed to wage patent fights and other battles ever present in today's pharmaceutical environment
Sep 1, 2006
By:
Brian O'Connell
|
In case you haven't heard, Jeffrey Kindler, Pfizer's general counsel, is replacing long-time CEO Henry "Hank" McKinnell as the new head of the company. There is a long-range strategy in naming a lawyer to run a drug company and I'll get to that in a moment.
