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Medifocus: A Biotechnology Nano-Cap Deserving Of More Attention
- Medifocus has seen noteworthy revenue growth for seven consecutive quarters as a result of its continued success with its non-invasive BPH treatment.
- Medifocus is currently working with a Hong Kong based consultancy to expand its business into the Asia-Pacific markets.
- Despite having an innovative, breast cancer focused, thermotherapy technology in a phase three trial, the company resides in market purgatory and is all but unknown to most investors.
- While the companies current cash position leaves much to be desired, the costs associated with its ongoing phase three trial, and ambitious Asia-Pacific expansion, appear quite reasonable.
- To gain a more thorough understanding of the company's plans and potential, this article shares insights from one company executive, and from the ongoing trial's Principal Investigator.
MannKind: Why The Short Argument Is Shortsighted
- Behavioral finance theory tells us that one should not underestimate the influence of the patient population and their families in the potential success of MannKind's Afrezza.
- The ever evolving structure of the short argument against MannKind is significantly flawed when considering the market success of other drugs with "restrictive labels".
- MannKind's current silence is a testament to strength and progress as opposed to weakness and disorientation. Announcements only come when there is something valuable to say.
Paragon Shipping: Following Up With CEO Michael Bodouroglou
- Paragon CEO Michael Bodouroglou responds to criticisms and inquiries from shareholders and readers.
- Mr. Bodouroglou offers detailed responses pertaining to Box Ships, Allseas, and Loretto Finance.
- Paragon Shipping continues to present as a strong investment option for prospective shareholders with a long term horizon.
- Paragon Shipping maintains its focus on closing the discount gap, rediscovering earnings growth, and returning to paying dividends.
China Commercial Credit: Undervalued And Poised For Growth
- Trading at a significant discount to book value, CCCR presents as being grossly undervalued.
- With an expansion into P2P lending and commercial leasing, CCCR is poised to develop in market segments with better margins and less risk.
- An interview with the company CEO showcases leadership experience and tireless commitment.
- Despite competition in the space growing at an alarming rate, CCCR's diverse business plan has the company poised for noteworthy growth.
- Trading near all-time lows, now could be an opportune time to consider the initiation of a position.
Conatus Pharmaceuticals: An Undervalued Biotech With Intriguing Long-Term Potential
- As a world leader in caspase protease inhibition, Conatus could change the way the medical world treats liver disease.
- After a successful carcinogenicity study regulated by the FDA, Conatus stands on the cusp of succeeding where others have failed.
- With more than 80% of outstanding shares held by reputable institutions, downside risk for retail investors is minimized.
- In possession of a versatile drug candidate with multiple market implications, Conatus could make a noteworthy impact on a multi-billion dollar market.
The Benefits Of Behavioral Finance, The Legacy Of Herbert Simon, And The Death Of Homo Economicus
Wed, May. 7 • 8 Comments
- Herbert Simon was a multi-talented social scientist whose achievements and contributions to behavioral economics are still yet to be fully realized.
- The classical and neoclassical idea of homo economicus may have finally been put to rest by the failures leading into the Great Recession.
- Three behavioral finance techniques are presented which could have a positive effect on investor portfolios and market understanding.
Cell Therapeutics: Enticing To All, Convincing To None
- Cell Therapeutics has been walking the line between disappointment and potential for a decade. As a result, a significant divide exists between supporters and critics.
- After numerous instances of dilution and reverse stock splits, existing shareholders and company executives hope that a noteworthy 2013 partnership agreement can finally help the company reach its potential.
- Consistent insider selling and a complete absence of insider buying indicates that there is little immediate upside ahead.
- A respectable institutional investment stake and two significant institutional investors show that there is reasonable confidence in the company's future prospects.
- If current management and leadership can't "right the ship", the possibility of a buyout could be in the cards.
Repligen: A Strong Investment For The Right Kind Of Investor
- Employing a business model from generations past makes Repligen a stable and sturdy investment option for old-school investors.
- Focusing on the supply-chain end of the biopharmaceutical commercialization process, Repligen offers an investment into the space which is comparably more protected against downside risk.
- In focusing on bioprocessing as its principal business since 2012, Repligen has become leaner, meaner, and more productive for shareholders.
- While steady growth appears nearly inevitable over time, potential investors must be capable of employing both patience and a disciplined approach to building their position.
Verastem: Cancer May Have Met Its Match
- Exceptional personnel and unrivaled leadership separate Verastem from most small cap biotechnology entities.
- By targeting cancer stem cells, Verastem could minimize relapse and recurrence, forever changing the treatment of cancer.
- From current levels, Verastem should be extremely attractive to long term speculative investors.
- With nearly 70% of shares held by institutions and insiders, Verastem investors are well protected against downside risk.
Ziopharm: Attempting To Rise Again In A Crowded Space
- A year removed from a significant trial disappointment, Ziopharm is attempting to once again gain traction.
- With enough cash to carry the company through mid-2015, Ziopharm's upcoming phase two data release could be a massive boost to future prospects.
- With innovative therapeutic technology in its corner, Ziopharm's lead compound could make a noteworthy impact on considerable markets.
- After restructuring in mid-2013, Ziopharm has become leaner and meaner, putting it in a better position to achieve.
- A considerable amount of ambiguity surrounding Ziopharm's 2013 trial failure leaves many investors skeptical and suspicious.
Targacept: Traveling The Rocky Road To Redemption
- Past struggles and a lack of objectivity leave Targacept considerably undervalued.
- Significant institutional holdings and noteworthy recent activity indicate investment fund optimism.
- Potentially positive data from an ongoing Phase 2 trial could lead to dramatic re-evaluation.
A Behaviorist's Approach To Investment Strategy: Embrace Who You Are
Fri, Feb. 28 • 32 Comments
- OncoSec Medical Incorporated: Shareholder Patience Will Be Rewarded
- Aradigm: A Biotechnology Micro-Cap With Asymmetrical Indicators And A Noteworthy Partner
- USA Technologies: An Undervalued Opportunity In An Underappreciated Market
- Aeolus Pharmaceuticals: A Biodefense Nano-Cap With Noteworthy Partners
- Regado Biosciences: Seeking A Second First Impression
- Sophiris Bio: Recent Price Action Offers An Attractive Entry Point
- Evans Bancorp: A Community Institution Offering Steady Growth And Reliable Performance
- Blue Earth: A Ground Floor Opportunity In Alternative And Renewable Energy
- Immune Pharmaceuticals: A Speculative Biotech Option For The Patient Investor
- WidePoint: 600 Million More Reasons To Invest
- Kingstone: A 127-Year-Old Company With 20% Upside And A Sustainable Dividend
- MediaShift: Worth A Look, In Spite Of Its Past
Your Own Worst Enemy: How To Prevent Ego From Destroying Your Portfolio
Dec. 20, 2013 • 32 Comments
- Cellular Dynamics: A Speculative Life Sciences Company Worth Getting To Know
- Alcobra: A Speculative Biopharmaceutical Company With An Intriguing ADHD Drug Candidate
- Paragon Shipping: Improving Fundamentals And Exemplary Leadership Point To Significant Upside
- WidePoint: An Undervalued Provider Of Information Technology Solutions
- Xencor: A Speculative Biopharmaceutical Company Employing Groundbreaking Science
- Sharps Compliance: A Speculative Investment Opportunity In A 3 Billion Dollar Market
- Medifocus Incorporated: Not Your Typical Nano-Cap