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  • Speculators On The Next HCV Acquisition Should Not Overlook Technological Platforms
    Fri, Jun. 20 ACHN, COCP, GILD 9 Comments

    Summary

    • 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
    Tue, Jun. 17 CCGI 12 Comments

    Summary

    • 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?
    Mon, Jun. 9 HON, XPLR 9 Comments

    Summary

    • 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
    Fri, Mar. 28 GNW, MET, PRU 21 Comments

    Summary

    • 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.
  • There Has Been No Gold Bull Market, But It Is About To Begin
    Tue, Feb. 25 ABX, GDX, GDXJ 38 Comments
  • What The Amarantus Super Bowl Campaign Can Teach Us About SodaStream
    Thu, Feb. 6 SODA, AMBS 9 Comments
  • The Paleo Diet Surge And Its Effect On General Mills And Coca-Cola
    Nov. 5, 2013 GIS, KO 49 Comments
  • 2 Similar Electroporation Companies Diverge, But Is The Correlation Over?
    Oct. 23, 2013 INO, ONCS 11 Comments
  • Aspen Group: How To Profit From The Federal Student Loan Collapse
       • Jun. 18, 2013 APEI, LOPE, ASPU 8 Comments
  • Biotech Proper Is Overbought, Time To Look At Alternatives
    Feb. 4, 2013 AMBS, BRLI, DGX 6 Comments
  • Southern USA Resources' Business Model: An Answer To High Mining Costs
    Jan. 29, 2013 GLD, SUSA 1 Comment
  • Small Micro Caps Using Patents To Slay Wall Street Leviathans - Is It A Viable Strategy?
    Dec. 19, 2012 AMZN, GOOG, SITO 1 Comment
  • Therapeutic Cancer Vaccines: From The Underwhelming To The Exciting
    Nov. 21, 2012 AMGN, DNDN, MRK 18 Comments
  • What George Carlin Taught Us About The Race For New Antibiotics
    Oct. 29, 2012 BAYRY, CBST 2 Comments