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Ted Graham
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Edward Graham is Senior Analyst/Consultant, previously responsible for all healthcare positions in the UBS U.S. Small Cap Funds. He has 13 years of buy-side experience in Healthcare with a specialty in Medical Devices and Biotech investing. While at UBS, he developed a unique biotech investment... More
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  • TearLab Announces Issuance of Core U.S. Patent
    http://www.marketwatch.com/story/tearlab-announces-issuance-of-core-us-patent-2010-10-13?reflink=MW_news_stmp

    Article sums up the approach the company is taking using a tear sample as a diagnostic tool for multiple indications beyond dry eye. 

    Solid patent coverage will be another pillar in the future success of this company.



    Disclosure: Long TEAR
    Tags: AGN
    Oct 13 11:48 AM | Link | Comment!
  • TEAR trades up 10% on reimbursement decision from CMS.
    TEAR gets reimbursement before year end at $24/eye.  Very good level. 

    CLIA waiver is next catalyst that is necessary for Eye doctors to place it throughout the U.S.

    Stay tuned....CLIA waiver is expected by year end, but they usually faces delays.

    Disclosure: Long TEAR
    Tags: healthcare
    Oct 08 10:23 AM | Link | Comment!
  • TIVO - 17 million shares traded today.
    Positive ruling from USPTO give confidence that eventually TIVO will prevail against DISH.

    DISH actually initiated this review by the USPTO on TIVO's patent portfolio and lost.

    Will the courts uphold the value of patents in the United States of America and protect the little guy at the same time?....I HOPE SO. 

    How can any company's patent portfolio be safe if DISH wins in court.

    TIVO's share price will rise over $22/share in the next 6 months as shorts cover their positions, the Appeal court rules in TIVO's favor, and all existing users of TIVO's technology sign distribution deals with them.


    TIVO will probably be acquired in 12 months north of $25/share.  It is now in DISH network's best interest to settle their claims with TIVO.

    Disclosure: long TIVO
    Tags: TIVO, DISH, media
    Oct 06 4:51 PM | Link | Comment!
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