Healthcare Providers an Interesting Investment Field, Not Only For Private Equity

April 15, 2013 OneMedPlace Team 0

The landscape of healthcare is changing and whoever is smart will watch closely. With the introduction of Obamacare in 2013, the US stands to see a substantial increase in the number of insured individuals. And because the correlation between time and age has always been positive, Uncle Sam will be attending to millions of North Americans turning 65 yearly, their growing healthcare bill in tow.

MicroRNA: The Diamond in the Rough?

April 15, 2013 OneMedPlace Team 0

MicroRNA’s are very small endogenous, non-coding, oligonucleotides. They are implicated in regulating a broad range of biological processes. These are molecules which are involved in important regulation of biological processes, and the potential of using these molecules as targets for treatment is becoming ever more apparent. With increased interest from big pharma, it is now important to identify a handful of smallcap companies specializing in this field.

DARA Bio: A Vastly Undervalued Emerging Story

April 10, 2013 Jake King 0

In late March 2013, DARA Bio (DARA) filed its Form 10K annual report highlighting both the business and financial updates from 2012. Below we discuss the key drivers at DARA, and why we believe the company is a vastly undervalued emerging specialty pharmaceutical story.

SanuWave: A Novel Approach to Diabetic Foot Ulcers, and a $20BN Chronic Wound Market

April 8, 2013 OneMedPlace Team 0

Investors and company executives may be “shocked” to learn that the chronic wound market size is estimated at $20 billion, according to AdvaMed.
Alpharetta, Ga.-based SanuWave (SNWV) looks to reduce that sticker shock. The company is developing potentially game-changing extracorp real shock wave technology for chronic wound care, cardiovascular, neurological and orthopedic conditions: its portfolio of shock wave therapies that sends ‘shockwaves’ through damaged cells, an action that stimulates the healing process.

OneMedRadio: Del Mar Pharmaceuticals CEO Discusses the Public Market, Glioblastoma and Orphan Drugs

April 5, 2013 OneMedPlace Team 0

Vancouver-based DelMar Pharmaceuticals [DMPI] is developing new drug candidates targeting orphan cancer indications representing market opportunities in the $100s of millions in North America and potentially billions of dollars worldwide. Promising data announced in 2012 with follow ups scheduled at various healthcare conferences this year coincided with the company’s recent listing on the OTCQB, which commenced Q1-2013. OneMedRadio spoke with the Del Mar CEO about these milestones.

ViroPharma: Generic Concerns Overblown, Pipeline Will Bring Revenue Diversity

April 3, 2013 Ivan Deryugin 0

Since Propthink’s last report on ViroPharma (VPHM), shares of the Exton, Pennsylvania-based company have risen by just under 11%. While positive returns are always welcome, ViroPharma has noticeably underperformed the NASDAQ Biotechnology Index, which has risen by over 17% in the same time frame. But, PropThink believes that ViroPharma’s past isn’t likely to repeat. Cinryze has multiple barriers to generic competition, and ViroPharma is making meaningful progress in commercializing its other drugs, as well as in moving its pipeline through the development process. At just over $25, shares of ViroPharma offer ample upside for long-term investors.

OneMedRadio: Vijay Aggarwal Part II

April 3, 2013 OneMedPlace Team 0

In Part II of our interview with Vijay Aggarwal, Managing Partner of the Channel Group, we explore trends in the space, reimbursement issues, and the state of equity financing. Dr. Aggarwal also discusses changing investment strategy with regards to evaluating risk factors, a more sophisticated level of proof, and an evolving emphasis on the achieving and maintaining revenue during early financing rounds.

The Briefing Room: Novartis in India, Generic Drugs, Bird Flu, Sleep Apnea

April 1, 2013 OneMedPlace Team 0

In case you missed it, Monday featured a number of interesting developments in the world of healthcare and life sciences. Most notably, a seemingly rare patent defeat may harm Novartis’ bottom line in India, but helps secure a mass population to a popular leukemia drug. India has emerged as a leading market for drug innovation, yet faces a crossroads — as legislation now protects what has become the largest generic drug market in the world. Additionally, we’re interested in some new developments in Chinese bird flu, sleep apnea, and sexual health in adolescents.

So What Happens if Medicare Stops Paying Its Bills?

April 1, 2013 Chelli Miller 0

The “elephant in the room” is the shifting, uncertain complexity of our regulatory and legislative environment. Exactly to that point, on Wednesday, March 27th Dr. Scott Gottlieb, a Forbes contributor focusing on policy, regulation, and public health posted an article entitled “Medicare Has Stopped Paying Bills For Medical Diagnostic Tests. Patients Will Feel”, which instantly caused a collective shiver among some diagnostics-focused investors and advisory groups. Experts shared their views on the Forbes article and its implications with us.