Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
The writer is a long term value investor and M.Sc graduate in Financial Markets with over 10 years experience. Value can be found in both long and short ideas and uses options to enhance the risk-return profile of investment ideas.
Disclaimer: This article provides opinions and information, but does not contain recommendations or personal investment advice to any specific person for any particular purpose. Do your own research or obtain suitable personal advice.
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Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I am an independent equities trader focused on uncovering unknown gems in the market. I graduated from UCLA in 2012 with a degree in Biology and am mostly focused on trading the Biotechnology sector. I look for stocks that have upcoming catalyst events which are under the radar and undervalued by the market. I am the Director and Co-founder of BiotechBreakouts.com, where I look to capture the biggest percentage gains, while minimizing risk.
Contributors: Scott Tzu, Parke Shall, Thom Lachenmann
(contributors write under pen names for anonymity purposes)
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AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Michael Hopkins is a veteran journalist and editor, having spent 16 years in print and online media. His work includes 13 years as a managing and senior editor for various online news services operated by MediaBiz, including SkyREPORT, a top satellite industry news service.
In addition to MediaBiz, Michael has contributed articles to Light Reading, Satellite Business News and the SPECS newsletter from CableLabs, among other publications. In addition, he worked as a public relations professional with VisiTech PR, a firm focused on supporting technology clients in the United States and overseas. Michael also worked as a reporter for The Montrose Daily Press in Western Colorado.
Michael graduated from the University of Northern Colorado in 1992. He presently resides in Morrison, Colo., west of Denver.
Michael Kramer is the founder and PM of MCM.
Michael Kramer is a thematic growth investor. He likes to think about themes in society and find long term equity investments that fit those themes.
Michael is the founding member of Mott Capital Management, LLC in 2014. Prior to MCM Michael spent the previous 10 years working as a domestic and international equity trader. During this time he was responsible for handling trades in some of the most illiquid equities. Additionally, Michael has experience trading in some of the most exotic foreign markets.
Mott Capital Management is a Thematic Growth investor using themes and trends in life to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. We are long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe it is a way to neutralize market volatility.
Gaurao is an MBA from Wales university and an engineering graduate from Mumbai university. He is involved in international trade and has been passionately tracking global equity markets for more than 7 years. He has been focusing mainly on spotting long term value investments in biotechnology, pharmaceutical, health insurance, hospital, and medical device sectors.
Richard J. Prati, a seasoned business executive, investor, entrepreneur, philanthropist, and hands-on turnaround specialist, has served as Chief Executive Officer of Life Care Medical Devices since 2013 (www.lcmd.com), and CEO of Prati Management, a Family Office since 2012. Richard has 25 years of proven financial leadership and operational execution in investment banking, institutional equity sales, and professional investment management. As a Principal at several notable Wall Street investment firms, Mr. Prati has a strong history of exceptional value creation and a successful track record of transformational, business turnaround expertise including sourcing and executing transactions, accessing the public and private markets and catalyzing sizable revenue growth production. He has guided a wide range of emerging and established public and private entities in industries ranging from healthcare, biotech, medical devices, conglomerates, retail, industrials, information technology and semiconductors companies.
Mr. Prati Co-Founded, a young medical technology start-up, Singular Medical Technologies, Inc. (http://singmedtech.com/), and serves as Chairman. Singular addresses in a unique and innovative way the global problem of PACS incompatibility and hospital consolidation. Mr. Prati also recently served as Vice Chairman of PVG Asset Management (www.pvgassetmanagement.com), a fund family with nearly $1 Billion in assets for three years, and is a board member and early-stage investor of the privately-held Centennial Brands company. In 2002 Mr. Prati was one of two co-founders of American Technology Research (AmTech), an independent research broker/dealer and negotiated the $35 million sale of AmTech to Broadpoint in 2008. He then served as President and Vice Chairman of the equities division of Gleacher and Company (GLCH, which merged with Broadpoint AmTech shortly after the acquisition of AmTech). In 2010, Mr. Prati accepted the position Senior Managing Director of Equities at Sterne Agee, a large regional brokerage firm that was recently acquired by Stifel Nicolaus. Prior to founding AmTech, Mr. Prati was a Senior Partner at SoundView Technology Group, ran the west coast and launched the Denver office as well as establishing firm records as the top revenue producer his final three years. Richard served as an Executive Director at SG Warburg (UBS) in institutional equity sales, after embarking on his successful Wall Street career as an investment banker at Dean Witter Reynolds (acquired by Morgan Stanley). He earned his MBA from the William E. Simon Graduate School of Business Administration at the University of Rochester and his B.S in Economics from Vanderbilt University.
MD, MBA (Finance, NYU-Stern), certificate in financial modeling (Wharton). *Tipranks profile not accurate as doesn't pick up my premium ratings. Founder: Vasuda Healthcare Analytics (premium U.S. Biotech/pharma research) and Trident Asian Research (premium Asian investments research, www.tridentasia.com)
- Investment insights contributor: SumZero, Buy-side Institutional Platform (sumzero.com). Members of the platform include some of the largest hedge funds and asset managers.
-Former Insight Provider for Smartkarma Intelligent Investing (www.smartkarma.com): Institutional Investments Research Platform (was ranked among top 10 out of over 100 contributors). Clients included some of the largest hedge funds and asset managers.
- Buy-side equity research analyst covering mainly small-cap, emerging pharma/ biotech companies. M.D. with over 18 years of clinical experience (in the U.S. and India), still retaining full medical license in India. M.B.A. with finance and financial markets specialization from New York University Stern School of Business.
- Expert in picking healthcare-related investments, especially biotechnology and pharmaceuticals (focus on small, emerging companies). Investments are selected based on detailed due diligence, including proprietary DCF valuation models. Value investor with long-term horizon.
- Founder, managing principal of Vasuda Capital Management, healthcare-focused investment management firm, vasudacapitalmanagement.com. Registered Investment Advisor in Massachusetts.
- Also started and continue to sponsor Vasuda Global Orphan/ Rare disease biotechnology index, the first global equity index covering rare/orphan disease sector. Index quotes are available on bloomberg/reuters terminals.
Just another guy with a day job and an obsession with the stock market... my goal is to achieve FI (financial independence) sooner rather than later.
My biggest successes have been in the biotech arena (over $300k personal portfolio profits), while my biggest losses have been due to overconfidence and a failure to adequately heed the bear thesis on my picks.
Most of the companies I investigate are growth or turnaround stories.
Important Note for Readers: I'm incredibly thankful for how my investing journey has turned out since first starting in 2008. Although I feel like I'm starting from square one all over again, my past wins have allowed me to buy my penthouse here in Peru, as well as start a clothing chain (with my wife) that I have hopes for. I don't have positions in most of the stocks I write about due to buying the apartment and starting the business. However, at a future time when more funds are available I look forward to having more skin in the game again. In the meantime, I write about stocks as I would approach them, my thesis and game plan- hoping that others find it useful.
Mohit Manghnani is presently a full time editor at Seeking Alpha. He covers the new IPO's and follows live market commentary. Before joining Seeking Alpha, Mohit worked with a start-up - Research firm where he worked in the capacity of a Team Leader tracking company events and results.
Born in the U.A.E, Mohit spent most of his growing up years in Dubai. Currently, he resides in Mumbai, India and is pursuing his charter in Accountancy.
I have been an Analyst on both the Buyside and Sellside. In addition, I have worked in a Corporate Strategy and Finance role for technology services companies. For many years I've been building quantitative models to create risk-adjusted, return-driven products for DIY individual investors through our platform Graycell Advisors. Our biotech related product - The Prudent Biotech Portfolio - is a quantitative-driven systematic investing product.
For the year 2016, the Prudent Biotech Portfolio was up +7%, compared to IBB (representing Nasdaq Biotech Index) decline of -21%. In addition, the Graycell Smallcap Portfolio was up +71% compared to benchmark Russell 2000 Index gain of +19%.
We invite you to take a look at the Graycell Advisors and Prudent Biotech websites for Performance, Philosophy, and Approach, and decide for yourself if the Biotech and Small Cap products can contribute to your investment objectives.
You can even view Samples, Register for a Free Pick from the Portfolio, and also check the Risk-free Subscription with a 60-day Money-back Guarantee.
Nothing here or on the site constitutes a personalized investment recommendation, and stocks mentioned in the reports/articles/comments may be now or in the past, part of the portfolios recommended by Graycell Advisors and related entities. Graycell Advisors and related entities are not a Registered Investment Advisor (RIA).
Any questions, please write to Support @ PrudentBiotech.com
Sramana Mitra is the founder of One Million by One Million (1M/1M), a global virtual accelerator that aims to help one million entrepreneurs globally to reach $1 million in revenue and beyond. She is a Silicon Valley entrepreneur and strategy consultant, she writes the blog Sramana Mitra On Strategy, and is author of the Entrepreneur Journeys book series and Vision India 2020. From 2008 to 2010, Mitra was a columnist for Forbes. As an entrepreneur CEO, she ran three companies: DAIS, Intarka, and Uuma. Sramana has a master’s degree in electrical engineering and computer science from the Massachusetts Institute of Technology. Full bio can be found at http://www.sramanamitra.com/bio/
EP Vantage is a forward-looking comment and analysis service tailored to the needs of pharma and finance professionals, focusing on the events that will define the future of companies, products and therapy areas. Written by experienced journalists, EP Vantage provides timely financial analysis of regulatory and patent decisions, marketing approvals, licensing deals, and M&A, giving fresh angles and insight to both current and future industry triggers. EP Vantage is powered by EvaluatePharma, the industry leader in consensus forecasts.
Majority interest in long term low risk holdings but now and again I enjoy a small-size speculative play.
Active retail currency trader and passive equities investor.
Author of Diary of a Currency Trader (Harriman House - 2013)
Lives in the UK.
The Clinically Sound Investor is a pharmacist with a PharmD and a BA in psychology. He has worked across the spectrum from very small independent and hospital pharmacies to the some of the largest retail corporations and medical centers in the nation, as well as experience in specialty and mail order settings. 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...).