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Speculators On The Next HCV Acquisition Should Not Overlook Technological Platforms
- Much has been made of Merck's $3.85B acquisition of Idenix. Guesses have been made as to the next hepatitis C acquisition.
- Gilead acquired Pharmasset for $11B in 2011 before any significant clinical data. Pharmasset's discovery platform may have played a role.
- In order to make the best guess as to the next acquisition in the HCV space, investors should not overlook the technological platforms involved, as well as connections high up.
As The Business Cycle Hits EV, Survivors Like Car Charging Group Will Benefit
- The business cycle happens when government money is injected into an industry causing over expansion throughout the whole industry, and then contraction.
- It happened to Telecom in 2001, and it happened to the electric car market in 2013.
- Car Charging Group has survived the contraction and acquired 4 of its competitors. Those firms that survive the business cycle stand to gain the most.
Could Xplore Technologies Be Honeywell's Next Target?
- Last week, a Top Idea article was published on SA Pro on Xplore Technologies. Historically ,Top Ideas have had sizable effects on stocks. Xplore has yet to move in response.
- Honeywell has acquired three rugged computing companies since 2008 and has successfully incorporated them into its own business model.
- With Xplore finally achieving profitability and growing as it is, it may not be long until Honeywell takes notice of this rugged company.
- Taken together, the buy case for Xplore Technologies is compelling.
How Alzheimer's Blood Tests Could Paradoxically Free The Long-Term Care Market
- As health insurance coverage increases, premiums keep going up and up. This is because the more people that are covered, the less they care about actual medical costs.
- As the government coerces more and more coverage, prices will keep rising. If they try to cap premiums, insurance companies will drop out of the market altogether.
- This is already happening with the long-term care insurance market, where Prudential, MetLife, and Unum Group have already bowed out. Genworth nearly followed this year.
- Alzheimer's blood tests in development could dramatically raise premiums, because insurance companies will assume those applying for coverage have tested positive. If the government caps rates, they will drop out.
- Two tests are in development. One at Georgetown and Amarantus's LymPro, slated for CLIA review by mid-year. Georgetown's received media coverage, Amarantus's has not. When it does, shares will jump.
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