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PTC Therapeutics, Inc. (PTCT) Lead Drug Ataluren a Catalyst for Outperformance

January 27, 2015

Senior Analyst Dr. Jason Kantor of Credit Suisse Group says PTC Therapeutics, Inc. (PTCT) is one of his top biotech picks, as it has significant amount of clinical and regulatory news in 2015 that could drive outperformance. “PTC, specifically, has as their primary focus rare genetic diseases. Their lead drug, Ataluren, is for Duchenne’s muscular dystrophy. It’s an oral drug, and it’s the first drug of its kind. It’s been conditionally approved in Europe — in fact they are launching it there as we speak — which is a major de-risking event for the company,” Kantor said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Vertex Pharmaceuticals Incorporated (VRTX) on Track to Take Hold in Cystic Fibrosis Market

January 26, 2015

Analyst Stefan Quenneville of Morningstar says Vertex Pharmaceuticals Incorporated (VRTX) is an attractive larger-cap name within his coverage universe, as the company has a large opportunity in the cystic fibrosis market. “It’s actually still an unprofitable company,” Quenneville said. “People are well aware of the opportunity in cystic fibrosis for the company. We think this is a really big attractive market, and Vertex is going to do quite well in the space.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Quenneville says Vertex is combining two of its drugs, which is up for approval in the middle of 2015. He believes Vertex will get a strong price for the combination, and that it will be a very successful launch...
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Amgen, Inc. (AMGN) Underappreciated with Emerging Pipeline Story

January 23, 2015

Analyst Stefan Quenneville of Morningstar says Amgen, Inc. (AMGN) is a large-cap biotech name that investors are viewing as lagging in terms of innovation. However, he views Amgen as an operational turnaround story. “There were quite a few pipeline failures over the years, and a lot of their main products are starting to be vulnerable to biosimilar competition. So people are looking at it negatively, but recently they have announced some cost-cutting measures and have also made some big investments in their manufacturing processes that are really going to bring down some of their costs and improve their overall margins,” Quenneville said...
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Sanofi SA (ADR) (SNY) Trading at Discount to Fair Value

January 22, 2015

Analyst Stefan Quenneville of Morningstar says Sanofi SA (ADR) (SNY) is a good value stock, and details the reasons why this Big Pharma name is down on the year. “What it really all came down to, last quarter they reported disappointing guidance for their diabetes franchise, and probably even more importantly what affected the stock was that the CEO was fired due to conflicts with the board of directors of the company. So there was a big cloud of uncertainty over the company that’s a real short-term concern,” Quenneville said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Quenneville, however, believes that overall Sanofi is a company with a wide moat and very attractive business...
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ManpowerGroup Inc. (MAN) Aims for 4% Operating Margin

January 21, 2015

CEO Jonas Prising of ManpowerGroup Inc. (MAN) says that when the economic recovery began in 2011, his company laid out a roadmap to help them navigate the slow-growth environment while still delivering profitable growth. “When we began to see the global economic recovery take hold in 2011, we could sense that this recovery was going to be atypical of the recoveries that ordinarily follow a downturn. It was more drawn out, and growth was much slower than in the past,” Prising said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Prising says ManpowerGroup recalibrated its business in 2013. At the time, its EBITA margin was 2.4%; now it is at 3...
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SS and C Technologies Holdings Inc (SSNC) CEO William Stone Speaks at Needham Growth Conference

January 16, 2015

SS and C Technologies Holdings Inc (SSNC) expects adjusted revenue for 2014 of $761 million to $766.1 million, according to Chief Executive Officer William Stone. He was speaking at the 17th annual Needham Growth Conference, held at the Palace Hotel in New York City, New York. SS&C Technologies is an on-demand provider of cloud-based software for financial services firms. It has 4,650 employees and 56 offices worldwide to service 7,000 clients, including Morgan Stanley, Pacific Life, GM Asset Management, J.P. Morgan and Citi, among others. FOR THE MOST RECENT TWST BUSINESS SERVICES AND APPLICATION SOFTWARE REPORT CLICK HERE. The company has grown largely through acquisitions, Stone said...
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Chip Paucek, CEO of 2U Inc (TWOU), Speaks at Needham Growth Conference

January 16, 2015

Chip Paucek, Co-Founder and Chief Executive Officer of 2U Inc (TWOU), said the company has signed its fifth program commitment for 2015, adding an MBA program at the Kogod School of Business at American University. He was speaking at the 17th annual Needham Growth Conference, held at the Palace Hotel in New York City. 2U partners with colleges and universities to create degree programs that combine online learning with live programming and on-campus privileges. Existing partners include the University of California at Berkeley, the University of Southern California, Georgetown and other top institutions. The company has a total of 18 programs covering 13 verticals with 12 universities...
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HubSpot Inc (HUBS) CFO John Kinzer Speaks at Needham Growth Conference

January 15, 2015

HubSpot Inc (HUBS) is on track to be cash-flow positive in 2016, according to Chief Financial Officer John Kinzer. He was speaking at the 17th annual Needham Growth Conference, held at the Palace Hotel in New York City. The inbound marketing company, which went public on the New York Stock Exchange last October, has over 12,000 customers, Kinzer said. It is targeting the estimated 2.9 million mid-market companies in the U.S. and Europe. “About 3% of companies have a solution like ours,” said Kinzer. “It’s pretty wide open. There’s lots of opportunity to grow the business in that market.” Retention rates for current HubSpot customers are “in the low 90s,” Kinzer said...
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Comverse Inc (CNSI) President/CEO Philippe Tartabull Speaks at Needham Growth Conference

January 15, 2015

Comverse Inc (CNSI) President and Chief Executive Officer Philippe Tartavull said the company is committed to becoming free-cash-flow positive in 2015. He was speaking at the 17th annual Needham Growth Conference, held at the Palace Hotel in New York City. The company, which provides such technology services as billing systems and communications management, is "moving our platform to the cloud," said Tartavull, and has done extensive restructuring resulting in savings of $30 million, he said. Comverse is moving to software-only delivery models and software platforms to the cloud, Tartavull said, while managed services "should generate higher operating margins...
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Joseph Puishys, CEO/President of Apogee Enterprises Inc (APOG) Speaks at Needham Growth Conference

January 14, 2015

Apogee Enterprises Inc (APOG) expects to report over $925 million in revenue for its fiscal year ending Feb. 28, according to Chief Executive Officer/President Joseph F. Puishys. He was speaking at the 17th Annual Needham Growth Conference, held at the New York Palace Hotel in New York City. “Revenue growth is coming from orders growth, not a reduction of our backlog,” said Puishys, who added that revenue is being driven by acquisitions and entering new geographic markets. “You’re seeing a business growing faster than its end market.” Apogee Enterprises is headquarted in Minneapolis and is involved in the design and development of value-added glass products and framing services...
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Harpreet Grewal, CFO of Constant Contact Inc (CTCT), Speaks at Needham Growth Conference

January 14, 2015

Constant Contact Inc (CTCT) is continuing to grow its customer base and is on track with its share price guidance, according to Harpreet Grewal, the company’s Chief Financial Officer. He was speaking at the 17th annual Needham Growth Conference at the Palace Hotel in New York City. Constant Contact Inc. provides marketing tools in e-mail, social media marketing, event marketing, local deals and survey products that enable to create, send and track permission-based marketing campaigns. Speaking in advance of its fourth quarter earnings call on January 29, Grewal said Constant Contact is on track with its stated guidance for the year of $46-$47...
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Troy Patton, CEO Northern Power Systems Corp (TSE:NPS) Speaks at Needham Growth Conference

January 14, 2015

Northern Power Systems Corp (TSE:NPS) had revenue of $42.6 million as of September 14, a 250% year-over-year increase, according to Troy Patton, CEO of the company. He was speaking at the 17th annual Needham Growth Conference at the Palace Hotel in New York City. The company designs, manufactures, sells and services Permanent Magnet Direct Drive wind turbines, which can be used in other power management applications. The Northern Power customers “don’t care about wind or trees — they care about low-cost power,” Patton said. FOR THE LATEST TWST ALTERNATIVE ENERGY REPORT CLICK HERE. Patton did not take questions after his presentation. Northern Power Systems has filed a registration statement with the SEC relating to a proposed public offering of common shares...
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Bel Fuse, Inc. (BELFA) President/CEO Daniel Bernstein Speaks at Needham Growth Conference

January 14, 2015

Bel Fuse, Inc. (BELFA) has revenue of $625 million and continues to grow through acquisitions, according to President/Chief Executive Officer Daniel Bernstein. He was speaking at the 17th annual Needham Growth Conference at the Palace Hotel in New York City. Bernstein, whose father founded the company 65 years ago, runs a company that offers power solutions and protection, magnetic solutions and connectivity solutions. Its products include RF coax connectors and cables, microwave components, and harsh environment optical products. Customers include such high-profile companies as Boeing, Facebook, IBM, Echelon, Intel and Philips. “A lot of growth has come through acquisitions over the last five years,” said Bernstein, noting that management restructuring and elimination of redundancies happens quickly after deals close, and the Bel Fuse culture immediately instituted...
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Synovus Financial Corp. (SNV) Expected to Increase Returns to Shareholders

January 13, 2015

Senior Analyst Kevin Barker of Compass Point Research & Trading says Synovus Financial Corp. (SNV) is one of the best-positioned midcap regional banks due to a large deferred tax asset that he believes will open doors for the company. “It has a large deferred tax asset that will reduce the cash taxes paid in the near term and increase the regulatory capital ratios faster than book value growth,” Barker said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Barker says this will in turn create opportunities for Synovus to do tuck-in acquisitions and grow the balance sheet. “You’re going to see the company continue to increase the amount of capital that it is going to return to shareholders via buybacks, dividends and tuck-in acquisitions primarily as it eats up DTA...
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RigNet Inc (RNET) Network Demand Expected to Withstand Falling Oil Prices

January 12, 2015

RigNet Inc (RNET) has seen its stock price decline significantly in the last few months due to investor lack of confidence in the company’s ability to grow the customer base in a falling oil price environment, despite the company’s leading position among data providers to rigs in a world with growing data needs, says Brandon Dobell, Partner and Group Head of Global Services at William Blair & Company, L.L.C. “We feel pretty confident that investor expectations have gotten so low relative to RigNet’s ability to add customers and importantly drive more bandwidth to those customers as the need for data continues to grow. We think the expectations in the stock are now at a very low point, which should set it up pretty well,” Dobell said...
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