News
Coronado Biosciences (CNDO) Uses Trichuris Suis Ova to Treat Autoimmune Diseases
May 20, 2013Coronado Biosciences (CNDO) uses Trichuris suis ova to treat autoimmune diseases, putting the hypothesis of autoimmune diseases being caused by too much hygiene to the test and currently posting encouraging clinical data, says Dr. Finny Kuruvilla, Portfolio Manager at Eventide Funds. “The basic thesis behind Coronado is that there has been an explosion in the Western world in all sorts of autoimmune diseases. That includes diseases like multiple sclerosis, Crohn’s disease, ulcerative colitis, type I diabetes and psoriasis,” Kuruvilla said. “Interestingly, when you go into the developing world, places like India, you generally find those diseases are much less common — yet if you take a person from India and they immigrate, say, to the United States, you’ll find that they begin to assume the incidence of the host population...
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Baidu.com (BIDU) Tries to Monetize Mobile Traffic and Improve App-Based Search
May 20, 2013Baidu.com (BIDU) hasn’t found a meaningful strategy to monetize their online traffic yet and continues trying to increase its mobile market share and increase recognition of its application-based search, says Cynthia Meng, Managing Director of Jefferies & Company, Inc. “What will make us change our mind [about Baidu] is some meaningful revenue contribution coming from mobile search. They are seeing more than 30% of the traffic shifting from PC to mobile already, while mobile search monetization hasn’t really started for Baidu. So we are waiting to see some tangible evidence that it is going to be meaningful for them or going to be effective monetization of the mobile search,” Meng said...
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Cisco Systems, Inc. (CSCO), Juniper Networks, Inc. (JNPR) Can Gain Cybersecurity Market Share with Small Acquisitions
May 20, 2013Cisco Systems, Inc. (CSCO) and Juniper Networks, Inc. (JNPR) are two legacy players in the tech arena that are set to gain market share in the cybersecurity segment if they put their large balance sheets to work by acquiring small, fast-growing companies, says Jonathan Ho, Analyst at William Blair & Company, L.L.C. “Cisco (CSCO) and Juniper (JNPR)…have broad distribution capabilities and they have large balance sheets. These legacy companies can potentially put their balance sheets to work by buying some of the smaller companies that are out there that are growing very fast and have very solid technology, but don’t have the distribution and execution capabilities that the larger organizations have,” Ho said...
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Equinix Inc (EQIX) Solidifies Global Presence in Network-Dense Colocation Space, Eyes 2015 REIT Conversion
May 20, 2013Equinix (EQIX) is proving to be a solid global player in the network-dense colocation space, reporting record bookings from cloud customers in its March quarter results and making acquisitions to expand into new geographies, says Todd Weller, Managing Director at Stifel, Nicolaus & Co., Inc. “There’s been a lot of controversy recently around whether cloud is a positive or a negative driver for data center companies, and we think it is a positive driver, as we’ve talked about, and Equinix pointed out that they had record bookings from cloud customers in the quarter,” Weller said. FOR MORE INFORMATION ABOUT THIS INTERVIEW CLICK HERE...
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Sarepta Therapeutics Inc’s (SRPT) Technology Shows Dramatic Results as DMD Patients Regain Functions
May 17, 2013Sarepta Therapeutics Inc’s (SRPT) innovative technology treating gene mutations in Duchenne muscular dystrophy patients is showing remarkable results in clinical trials, and this technology has the potential to treat other gene mutations within DMD as well as other diseases, making SRPT a promising big story in corrective medicine, says Finny Kuruvilla, Portfolio Manager of the Eventide Gilead Fund. “One of the things that’s really interesting about this company that I don’t think the market has fully digested is the fact that the way they treat Duchenne muscular dystrophy…DMD patients have a mutation in a gene called dystrophin, and their muscle cells tend to rupture and lyse… [Sarepta's technology] enables the patient to be able to make normal dystrophin like you and I have, unlike what they’ve had before...
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