I am an independent equity research analyst and consultant. I focus on finding small-cap biotech stocks where I believe there is favorable risk / reward because of misinformation, lack of information, or a potential fundamental turnaround. I provide detail analysis for investors and investor relations companies. I also provide due diligence and advisory services to companies. Some names I write on I invest in personally and will disclose my position. Names that have hired me to provide due diligence or advisory services I will disclose a business relationship.
I previously worked for Zacks Investment Research from 2003 to 2015 as a Senior Biotechnology Analyst. Prior to Zacks, I spent 1999 to 2002 managing money with Eastover Capital in Charlotte, NC where I focused on large-cap equities, specializing in healthcare, energy, and technology. Prior to joining Eastover, I worked as a research scientist for TechLab, Inc., a biotechnology company focused on developing diagnostic kits and vaccines for infectious diseases, between 1995 and 1998. I also spent a year working at the Fralin Biotechnology Center, and a year working for a cancer researcher while at Virginia Tech.
I have a B.S. in Biochemistry from Virginia Tech, with a B.A in Chemistry and a minor in Math. I have a M.B.A. in Finance, with a concentration in Securities Analysis, from Wake Forest University. I hold the Chartered Financial Analyst (CFA) designation.
My name is Dr Kanak Kanti De, MBBS, MD, PhD, retired medical practitioner, cancer survivor, healthcare sector investor, over 30 years' experience in the sector both in India and the United States. I write/have written on Motley Fool, SeekingAlpha, Benzinga, and on Forbes. I am consistently ranked high on TipRanks, although I don't like their ranking system. My portfolio has consistently beat the various indices for years. Email me to discuss my articles, or for just an adda (Bengali for informal chat) email@example.com.
Don Dion (firstname.lastname@example.org, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners.
Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College.
In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers.
Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession.
Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration.
Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988.
Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982.
After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983.
Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015).
Mr. Dion can be reached at email@example.com.
The Clinically Sound Investor is a pharmacist for a large retail corporation, with a PharmD and a BA in psychology. Fascinated by watching the rise of Walmart and Apple after 2008, he now follows the advice "know thyself" and puts expertise of understaning scientific literature to research biotechnology stocks. His investments early on were driven by binary events such as FDA Advisory Committee meetings and PDUFA dates (approvals). Despite initial successes, there were too few of these events, so he expanded into predicting Phase II/III trial results.
His writings should not be considered financial advice or the basis for investment decisions. While his interpretations of clinical trial results--which may be overlooked or even thoroughly misunderstood by Wall Street--could be helpful, they're only as good as the original reports they come from. Although written by scientists and doctors, there will always be a slant from the sponsoring company, or worse (like, say, missing data...).
Earned a Doctorate in Pharmacy (Pharm.D.) in 2010 and Pre-Pharmacy/B.S. in Molecular Biology in 2006. Over six years of direct experience in translational research in oncology investigating the molecular/cellular mechanisms of carcinogenesis focused on biomarker identification and validation working in a multi-disciplinary matrix environment across academia, contract research organizations and industry.
Analyst Tip Ranks: https://www.tipranks.com/experts/dr.-paul-nunzio-desantis%252C-pharm.d
With over 12 years of professional experience and a Doctorate degree, I have grown to become one of the most experienced and successful stock traders. Since 2002, I have been a private investor and I am able to identify low risk/high reward situations. My main focus is to identify and analyze companies that are under or over-valued. I obtain information from public sources that I believe to be accurate and reliable.
The Panoramic View is an individual investor who writes about tech and energy companies.
Published articles are intended for informational purposes only. Please consult a financial adviser before making an investment decision.
Scott is the Senior Vice President for Sabrient Systems and subsidiary Gradient Analytics, institutional equity research firms with products that include forensic accounting analytics, quantitative models and rankings, indexes for ETFs, and portfolios for UITs and structured products. His focus is institutional sales, marketing, business development, client relations, and product development. He also writes market commentaries and travels with institutional partners to support joint sales efforts. Scott is an experienced trader of stocks, options, and ETFs. He holds an MBA and an MS in civil engineering.
China has become the #2 pharmaceutical market years ahead of projections and continues to be the fastest growing market in the world. China is $50 billion dollars a year into life science and healthcare development through over 160 government funding programs. VC investment, M&A transactions and cross-border partnering deals in China were all up significantly in 2012.
ChinaBio® Today focuses exclusively on the rapidly evolving life science industry in China, including biotech, pharma, medical device, diagnostics, services and tools. From our offices in Shanghai and San Diego, our industry analysts provide daily news, commentary and analysis on public and private China life science companies, as well as events and global issues affecting the China market.
Visit: ChinaBio Today (http://www.chinabiotoday.com)
ChinaBio LLC (http://www.chinabiollc.com)
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces the weekly InsiderInsights Newsletter, and offers institutional strength, real-time insider data and analytics via a subscription Data Module and APIs. He is also principal of Insider Asset Management llc, a registered investment advisor in New York State, and a past contributor to TheStreet.com, Minyanville, and other financial outlets.
A fundamental analyst with an MBA in finance, Mr. Moreland identified insider data over 25 years ago as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis, and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading (Dearborn 2001), and has a new book due out with Wiley.
Mr. Moreland is currently on a mission to get investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals, Yahoo!Finance, and other financial websites.
Red Acre applies value investing principles to mirco-cap and binary event investing.
Our Chief Investment Officer is Rajesh Patel. Prior to Red Acre, Rajesh was a Member of Technical Staff with the Massachusetts Institute of Technology, (MIT) Lincoln Laboratory where he analyzed the strategic value of emerging technologies to enhance the capabilities of the U.S. Military. Rajesh holds a Ph.D. in Applied Physics from the University of California, Davis, a Master's in Environmental Science from Rice University and bachelors degrees in both Physics and English from the University of Connecticut.
Red Acre's investment style is to look for opportunities where the intrinsic value of a stock is likely to go through a dramatic transition due to some future event about which we can predict an outcome relying on our research and due diligence experience. We are patient investors and are comfortable with having time horizons of several months to over a year for our investment thesis to fully play out.
David Zanoni is ranked in the top 1% of blogging analysts on Tipranks.com for performance and accuracy. He focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. David is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and uses options for strategy. David believes in the power of innovation, capitalism, and the characteristics of the American spirit: intellect, fortitude, and adaptability to lead our country and the world to growing prosperity. His wants to help make people money by investing in high-quality growth stocks.
I have over 17 years of investing experience. Investing allowed me to retire at 48 and pursue other passions. I focus on fundamental analysis and valuation.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.
Grant Zeng has over 10 years of professional experience in equity research and analysis. Grant joined Zacks Investment Research Inc. in March 2006, and currently is a senior equity analyst covering biotech/pharma industry. Before joining Zacks, Grant worked for TheStreet.com as a biotech analyst from 2005-2006. From Sept 2001 to December 2003, Grant worked for China Pacific Insurance Co. as an senior equity/fund analyst. Grant was a healthcare equity analyst with Young & Partners, LLC from Aug 2000 to September 2001. Grant had also teaching and researching experience in pharmaceutical science.
Grant Zeng obtained his MBA with a major in Finance in 2000 from McMaster University, Canada. He also holds a Master of Science in Biochemistry from the University of Western Ontario, Canada; Master of Pharmacology and Bachelor of Medicine from Second Military Medical University, China.
Grant Zeng is a Chartered Financial Analyst (CFA) charter holder.
I have been investing now for about 3 years. My primary interest is equity, although I have tried my hand in options as well. Investing is both and hobby and a long term strategy. I currently work full time as a physician in the Los Angeles area.
I have a diverse background—as a financial journalist, resident physician, mixed martial artist, painter, entrepreneur, chemistry instructor and web developer—that enabled me to pioneer the “Integrated Investing Research” approach.
I provide consulting to clients, both the retail and professional investors. I accurately forecasted many clinical trials, such as the Flint Trials for Intercept, the Ascend Trials for InterMune and the Affinity Trials MannKind, just to name a few. Through Vincata Enterprises, LLC, I helped many clients to unlock substantial values for their investments.
As an expert in biopharmaceutical analysis, I am also more than capable of analyzing any other industries. Though not shown on Seeking Alpha, I have picked an aggregate basket of outperforming stocks.
Investing in biotech is highly risky, but it can be quite rewarding when investors have an edge in data analysis. Physicians who are rigidly scientific tend to lack the analytical prowess of financial experts. Conversely, financiers usually do not possess a physician’s medical expertise. Likewise, scientists are skillful in data analysis; yet they might not be familiar with a physician’s prescribing patterns, which is a requisite to successful biotech investing.
You can visit my website at https://www.retailinvestor360.com for business inquiry.
I hold a PhD in Electrical Engineering (Control Theory) from Stanford University and a Masters Degree in Engineering-Economic Systems (now called Management Science and Engineering at Stanford).
I have been fascinated by the stock market since I was 14 (that is 37 years ago at writing). It has always struck me as the place to be.
In the last 10+ years I moved from what I would call the "herd mentality" to a more educated process. In particular, my years as a Principal Software Engineer in a derivatives software development company, interacting closely with Financial Engineers, showed me clearly the simple science behind this: "Mean Reversion is All We Know about the Game!"
Mike Huckman is CNBC’s Pharmaceutical Reporter covering the drug, biotechnology and medical device industries. Huckman is based at the network’s global headquarters in Englewood Cliffs, N.J.
Huckman joined CNBC in September 2000 after nine years at WXYZ-TV in Detroit where he was one of the station’s lead reporters. Prior to WXYZ-TV, he served as a general assignment reporter at KGUN-TV in Tucson, Ariz., KBCI-TV in Boise, Idaho, and as an anchor/producer for the Montana Television Network.
Huckman has won numerous awards for his reporting, including three Michigan News Emmys, one for Business and Financial reporting, as well as a first place News Series Award from the Michigan Association of Broadcasters. Huckman earned a Bachelor of Arts degree in journalism from the University of Southern California.
Faisal Laljee has over 6 years of portfolio management experience. He uses both fundamental analysis and technical tools to mine for high growth companies, applying his background in economics, marketing and technology in search of 'businesses that stick'.
Visit his site: stocksandblogs.com (http://stocksandblogs.com/)