Archive for August, 2009

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Posted by Dan Hung

at August 18, 2009

I recently Buy kamagra without prescription, highlighted a small biotech firm, ISIS Pharmaceuticals, as a potential "value" growth play. Kamagra for order, ISIS took a tumble after earnings despite being just a penny off of estimates. Despite slightly lower than expected earnings, kamagra for sale, Cheapest generic kamagra, the Company showed a strong cash position, moderate cash burn, no prescription kamagra, Cheap kamagra on internet, and a likelihood that it would be able to at least make it through full trials for its most promising drug. I know that for some even this doesn't count as value, kamagra pharmacy online. Cheap kamagra from usa, Afterall, the Company is not free cash positive and any value ascribed to the Company is derived from future expectations of its drug pipeline of which there are none currently in distribution, order kamagra online.

For those looking for more proven business models but still looking to take advantage of the coming shift towards genetic pharmaceuticals as opposed to small molecule pharmaceuticals, a look at ISIS's partners may clue you into some interesting finds, buy kamagra without prescription. Kamagra in australia, Big Biotech
Though the idea of approaching drug discovery through genetic pathways or possibly even creating genetic therapies seems like science fiction, biotechnology is not all about small, purchase kamagra overnight delivery, Kamagra professional, cash flow negative startups hoping to change the world. In fact, kamagra cost, Kamagra from canada, the five largest U.S. pure-play biotech firms each had revenues in excess of $2.5 billion in 2008 (one has since been acquired and will be highlighted later in this article), cheapest kamagra online. Kamagra, Here are three that could pique your interest.

Amgen (AMGN) Buy kamagra without prescription, - Amgen is the first and largest of the biotech companies in the U.S. The Company came to prominence with the release of its drug Epogen, kamagra bangkok, Online kamagra, a synthetic version of the protein Erythropoietin (better known to cycling enthusiasts as EPO). Amgen essentially dominates the market for treating anemia in dialysis patients and has used the proceeds from this blockbuster to turn itself into one of the largest pharmaceutical companies in the industry with nearly $15 billion in revenue last year and more importantly a healthy EBITDA of $6.7 billion (40% margin!), kamagra online sales. Buy kamagra internet, Amgen is slightly different from other biotechs in that its therapies have typically resulted from biotechnological research, but are not necessarily genetic or biological agents themselves, buy cheap kamagra internet. Kamagra side effects, In fact, one of the Company's drugs, buy cheap kamagra online, Discount kamagra without prescription, Sensipar, is a standard "small-molecule", order generic kamagra.

Gilead Sciences (GILD) - Famous for its anti-viral medication used to treat the flu, Tamiflu, Gilead is the second largest pureplay biotech firm in the U.S, buy kamagra without prescription. Cheap kamagra tablet, It is a market leader in anti-viral therapeutics that target HIV, influenza, order kamagra without prescription, Buy kamagra, and hepatitis B.

Genzyme (GENZ) - Genzyme is the product partner on ISIS pharmaceutical's most promising drug - Mipomersen - a cholesterol reducing drug for familial hereditary hypercholersterolemia, cheapest generic kamagra online. Kamagra in us, Genzyme focuses on developing drugs for rare diseases (those most likely caused by hereditary genetic issues). And, kamagra malaysia, Kamagra in malaysia, due to the fact that most of its drugs have smaller patient pools, the Company must look outside of its own R&D capacity for growth, cheap price kamagra. Buy kamagra without prescription, Thus, Genzyme has taken the approach of many other large pharmaceuticals in helping to provide financing and late stage support to drugs being developed by smaller, less well-capitalized firms (i.e. Order discount kamagra online, ISIS). The Company currently has 20 "named" pharmaceuticals in the market and over 20 more in various stages of development, cheap kamagra from canada. Purchase kamagra online, The Company had revenue of nearly $5 billion and EBITDA of $1.2 billion in over the last year.

Big Pharma
Traditional pharmaceutical developers are fast realizing that the well of historical pharmaceutical research methods is running dry, buy generic kamagra. In 2010, upwards of 15% of patented drug revenue will be put at risk as patents expire and there are few mature drugs in development to replace them, buy kamagra without prescription. Find kamagra on internet, As a result, these companies must begin to look elsewhere and have since made large investments in their own biotech R&D, buy kamagra on internet, Order kamagra, partnered with up and coming small firms, or outright purchased a big name player in the industry, drug kamagra. Big pharma remains flush with cash, something much needed for the drug discovery business, and has the experience necessary to help small companies expedite drug trials. As a result, they're in prime position to make sure they retain their spot as top dog in the pharma world. To me, the best pharmaceutical businesses are the ones who are already looking ahead rather than trying to find ways to change the chemical configuration to their old drugs and repackage them as new ones (*cough* Nexium *cough*) or inventing medically unexplained phenomena to fix (*cough* Fibromyalgia/Lyrica *cough*).

Abbott Labs (ABT) Buy kamagra without prescription, - Abbot is a large life sciences conglomerate which makes everything from medical devices to lab diagnostics to pharmaceuticals. The Company actually purchased ISIS Pharmaceuticals' diagnostic equipment business in order to grow into the market for genetic diagnostics. Moreover, the Company has been aggressively investing in its own biotech and genetic therapies capabilities in order to expand its pipeline as it faces patent expirations in the coming few years.

Novartis (NVS) - With annual sales in excess of $40 billion, Novartis' revenues nearly matches even the largest of the aformentioned biotech firms' market caps. Novartis has embraced its position as a large scale pharmaceuticals manufacturer and has invested in capabilities to manufacture biopharmaceuticals. Using its balance sheet and worldwide reach, the Company is highly active in finding and partnering with small drug discovery firms and, as a result, boasts one of the industry's largest drug pipelines, buy kamagra without prescription.

Roche Pharmaceuticals (RHHBY) - This one actually trades OTC which may make it difficult to get a hold of. Roche is a subsidiary of one of Switzerland's largest life sciences conglomerates and has made my list in order to provide an example of how big pharma is likely to eventually play a role in biotech investing. Roche purchased Genentech earlier this year for $95/share, a significant premium as the stock traded in the 70s prior to its first bid in July 2008. Roche is now a biotech and traditional pharma powerhouse having purchased Genentech and its blockbuster drug, Avastin. It's likely that as old-line pharmaceutical companies begin to feel the pinch from expiring patents in the next few years, you will see even more blockbuster deals for established (and unestablished) biotech firms as the old timers try to catch up and shore up their pipelines.

Full Disclosure: Author is long shares of ISIS. No positions in any of the other stocks mentioned. .

Curious Investments, Stock Analysis

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Posted by Dan Hung

at August 16, 2009

1 Comment

Buy kamagra effervescent without prescription, First and foremost, I'd like to welcome any new readers who have made their way over from Pinnacle Digest. a Canadian investing community, tablet kamagra effervescent, Approved kamagra effervescent pharmacy, featuring a lot of really great content including market analysis and other commentary. Pinnacle and The Curious Investor have formed a new link/content sharing partnership and, kamagra effervescent non prescription, Overnight kamagra effervescent, in honor of the partnership, I'm bringing back the TCI Weekend Recap, cheap kamagra effervescent no rx. Canadian pharmacy kamagra effervescent, Hopefully, this time I'll be able to keep this a regular weekend feature, kamagra effervescent in bangkok. Buy discount kamagra effervescent, Without further ado, here are a few articles I found particularly compelling this week:

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Posted by Dan Hung

at August 14, 2009

1 Comment

Buy kamagra oral jelly without prescription, Private equity funds are much maligned for being inaccessible and merely being a vehicle for the rich to get richer. Well, find kamagra oral jelly online, Cost of kamagra oral jelly, if you can't beat them, join them, kamagra oral jelly internet. Purchase kamagra oral jelly without prescription, A little known asset class made a few headlines in recent days when two participants - Ares Capital Corp. and Apollo Investment Corp. - filed public offerings to raise capital. These two companies are a subset of a little known asset class which was created to provide small investors access to private equity investments while also providing more capital to help small and middle market companies grow, kamagra oral jelly sale. Find discount kamagra oral jelly, These companies are known as Business Development Companies (BDC) and, when publicly listed, buy kamagra oral jelly no prescription required, Kamagra oral jelly price, are roughly akin to closed end funds. Ares and Apollo represent the most typical style of BDC - those which provide financing through debt and equity instruments to middle-market companies, buy kamagra oral jelly without prescription. Typically speaking, cheap kamagra oral jelly in canada, Kamagra oral jelly cheap price, the deals that these types of BDCs invest in are leveraged buyout transactions sponsored by a whos who of middle market private equity firms - GTCR, Audax, sale kamagra oral jelly, Buy cheapest kamagra oral jelly online, Apax, etc, discount kamagra oral jelly online. Kamagra oral jelly purchase, In order to classify as a BDC, the companies must follow two very particular guidelines, kamagra oral jelly online. Where to order kamagra oral jelly, First, they must maintain leverage no greater than 200% their net assets, kamagra oral jelly overnight delivery. No rx kamagra oral jelly, Second, they must distribute 90% of their income, cheap kamagra oral jelly pill. Buy kamagra oral jelly without prescription, This generally means that BDCs are slow moving, high yielding stocks and well suited for income-oriented investors. Order cheap kamagra oral jelly, Over the past year, BDCs have fallen out of favor and their stocks have nose-dived, low cost kamagra oral jelly. Buy cheapest kamagra oral jelly on line, Declining investor appetite towards debt investments as well as forced sales in debt and equity securities have taken a toll on the market value of BDC investmnts. Two of the most well known BDCs - American Capital Strategies (ACAS) and Allied Investments (ALD) - have fallen on hard times and are in the process of deleveraging through forced sales on their portfolio, buy kamagra oral jelly us. Kamagra oral jelly from india, In the case of BDCs, the 200% of net assets rule can turn into shackles despite the company's modest leverage (versus other financial institutions), kamagra oral jelly cheapest price.

BDC stocks, however, have fallen at an even greater rate than their net asset value, buy kamagra oral jelly without prescription. Cheap kamagra oral jelly from uk, Before the "Great Recession of 2008-2009," BDCs, pharmacy kamagra oral jelly, Kamagra oral jelly in uk, much like closed-end funds, almost always traded near or above net asset value, compare kamagra oral jelly prices online. Order kamagra oral jelly no prescription required, Today, very few trade at even 90% of NAV, kamagra oral jelly pill. Buying kamagra oral jelly, Instead, analysts believe that the funds are now priced on dividend yield with investors demanding significantly higher returns for the perceived risk, best price kamagra oral jelly. Drug kamagra oral jelly online purchase, Could the recent success of capital raising activities by Apollo and Ares be a sign that investor appetite for private equity originated securities be returning. Buy kamagra oral jelly without prescription, If so, BDC shares could benefit both by a rebound in portfolio market prices as well as a return to "closed end fund-like" valuations.

Interested in potentially investing in this space, order no rx kamagra oral jelly. Buy kamagra oral jelly lowest price, A "related companies" search on Google Finance pulls up nearly every participant of note. A word of caution, kamagra oral jelly us, Kamagra oral jelly tablet, while these businesses provide access to investments in private equity companies, it is often difficult to get much information outside of the names and market values of each portfolio company through public filings, order kamagra oral jelly cheap online. Kamagra oral jelly generic, Furthermore, since very few are trading at market caps representative of the book value of their investments, it is advisable to spend time reading each Company's 10Q before taking a dive into this space. I would suggest looking for BDCs with time left on debt commitments, net asset value to debt <1.9x and as much liquidity as possible.

Full Disclosure: Author does not have a position in any of the stocks listed in this article. .

Exchange Traded Funds, Tutorials

Buy Melatonin Without Prescription

Posted by Dan Hung

at August 11, 2009

1 Comment

ISIS 2008-2009 Stock Chart

Buy melatonin without prescription, Since bottoming near the end of 2008, ISIS Pharmaceuticals has been one of the hottest stocks in the first half of 2009. Melatonin no prescription, In fact, in just a few short months, discount melatonin overnight delivery, Order cheap melatonin online, the stock has exhibited all the tell tale signs of a powerful, interim trend reversal, canadian melatonin. Buy melatonin overnight delivery, More importantly, a look at ISIS's 3-year weekly chart shows that despite a dramatic correction in 2008, melatonin no rx, Melatonin order, the stock maintained its long term, continuum with a swift reversal off of its 200-week moving average (shown below).

isis 3-year

Profound bullish action in the first half of 2009 culminated in the stock's recent acceleration from $15/share to nearly $19/share in advance of earnings last week, buy melatonin on line. Buy melatonin online, Unfortunately, exuberance seems to have over shot a bit and, buy melatonin no rx, Buy melatonin without prescription, despite a relatively strong earnings report, the stock has sold off in recent sessions, buy melatonin low price. Buy melatonin once daily, Could that spell an opportunity for bargain hunting investors to jump aboard?

What is Isis Pharmaceuticals?
Isis Pharmaceuticals is a drug discovery and development company which is the leading researcher in the field of antisense therapies. Antisense is a treatment for genetic disorders which focuses on the use of specially coded nucleic strands to bind to mRNA within a patient's cells, buy melatonin without prescription. For those of you who remember high school biology class, melatonin sales, Cheap melatonin tablets, mRNA is the nucleic acid which carries coding information from the nucleus to the ribosomes for protein synthesis. A sense is a single sequence which codes for a particular protein, melatonin pills. Cheapest melatonin, Antisense therapies focus on suppressing expression of a particular sense which effectively "turns off" particular genes.

Antisense drugs are a new class of pharmaceuticals and have the potential to change the way diseases are treated, find no rx melatonin. Buy melatonin without prescription, Since these drugs are highly specific, targeting individual proteins being coded by RNA, they represent a large step towards more personalized medicine and theoretically should reduce unwanted side-effects in comparison to traditional protein or small-molecule pharmaceuticals. Melatonin online without a prescription, Moreover, since all antisense treatments utilize the same basic functionality - the delivery of an antisense molecule to target a specific RNA sequence - development times for new drugs can be shortened as early stage responses are more predictable.

Isis was the first biotech firm to bring an antisense therapy to market (Vitravene in 1998) and is a market leader in the manipulation and research of RNA.

Liquidity and Profitability
Isis reported $638 million in cash in its last filing and expects to burn roughly $90 million in cash over the course of the year, melatonin alternative. Melatonin without a prescription, At current cash burn rates, the Company should be more than able to finance the development of its more promising drugs without needing to access capital markets over the next few years, melatonin medication. Melatonin buy online, A good thing given the current environment for both debt and equity capital.

Consensus estimates have the Company losing roughly 30 cents per share in 2010, cost melatonin. The Company's drug pipeline includes 19 drugs in development either by Isis or in partnership with another pharmaceutical, but its most promising drug, Mipomersen (a drug for the treatment of high cholesterol in development with Genzyme), is not likely to be filed with the FDA until late 2010.

Investment Thesis
As with many smaller biotech firms, Isis does not have a large portfolio of on patent, in-the-market drugs and the stock today trades on the expectation of profitability as opposed to real earnings power, buy melatonin without prescription. Buy cheap melatonin, Isis benefits, however, cheap melatonin overnight delivery, Order melatonin no rx, from consistent research and development revenues as a result of partnerships with larger pharmaceuticals. Antisense and gene therapies in general represent the next generation of pharmaceuticals and are of particular interest to big pharma which faces dwindling patent protections and uninspired drug pipelines, cheap melatonin in usa. Order melatonin from canada, Isis' track record as the only biotech to bring an antisense drug to market as well as the current co-developer of a phase III cholesterol drug which could receive FDA approval by 2010 makes it a particularly coveted partner (and potential acquisition candidate). With the Company's long term stock trend in tact and intermediate stock action showing resilience near its 50-day moving average, melatonin information, Melatonin overnight, I'm ready to jump in on this stock as a speculative buy with a target in the low-$20s.

Full Disclosure: Long shares of ISIS at the time of writing, order melatonin no prescription. Melatonin online review, . Buy melatonin in canada. Cheap melatonin without prescription. Buy melatonin online cheap. Buy melatonin canada. Melatonin drug. Melatonin rx. Melatonin free sample.