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Acute Myeloid Leukemia (AML) Treatment in Phase III Trials: Cyclacel (CYCC) CEO and CFO Buy Stock
May 23, 2013There have been several highly successful biotech companies formed from the patent libraries of universities and from research institutes. Often these are private companies owned by the clinical researchers and the institutions that fund them, but occasionally these companies are registered in the public markets and are available for general investment. Cyclacel Pharmaceuticals (CYCC) was formed in 1997 to exploit several biotech innovations developed at the University of Dundee. In an interview from September of last year in The Wall Street Transcript, Spiro Rombotis, President and CEO of Cyclacel Pharmaceuticals, stated that, “Our lead drug, sapacitabine, is now in a pivotal Phase III trial for acute myeloid leukemia, or AML, a disease of mostly elderly people… sapacitabine offers to patients with AML … the first drug in its class to be given by mouth...
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Institutional Investor Support and Insider Buying Make Holly Energy Partners, L.P. (HEP) Compelling
May 22, 2013Christopher C. Grisanti is a magna cum laude graduate of Harvard Law School who gave up his partnership track law career at Simpson Thacher & Bartlett to become a professional stock picker. He’s now the Owner and Co-Founder of Grisanti Capital Management. In an interview on February 15, 2013, Grisanti cites HollyFrontier Corp (HFC) as a top pick: “Many of the Wall Street analysts that have analyzed these refiners for 30 years don’t want to say things are different. They have a picture of refineries as very cyclical companies, but I think they don’t appreciate that there is a secular up trend that will continue, we think, for three or four more years that will help these guys earn record profits not for six or nine months but for literally half a decade...
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Rackspace Hosting (RAX) Faces Increased Competition and Growth Uncertainty
May 21, 2013Rackspace Hosting (RAX) faces increasing competition and uncertainty about the future growth of its cloud business, with the most recent fourth-quarter results showing a revenue growth outlook which implied lower capex guidance than the Street hoped for, says Todd Weller, Managing Director at Stifel, Nicolaus & Co., Inc. “We decided to downgrade the stock after we had a great multiyear run with it. I think at this point we remain more cautious than optimistic, and again some of that is just we feel that to become more constructive, we need to have a better understanding of what sustainable growth looks like, because again, things seem to have changed — and trying to figure out if they’re a low 20% grower or high-teens grower, or how to think about that,” Weller said...
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Facebook (FB) Faces Increasingly Fragmented Audience
May 21, 2013Facebook (FB) faces pressures from online audience fragmentation and the loss of eyeballs to other more mobile platforms such as Twitter, Snapchat and WhatsApp, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc. “We were concerned in terms of some of the engagement metrics; the data we have suggests that the Millennial demographic might be churning off a bit faster than other demographics, which are shifting to more mobile-centric apps and/or platforms. We think Facebook tried to address this early on through its acquisition of Instagram, but what is happening since then is further fragmentation of the audience onto other platforms or apps such as Twitter, Snapchat or WhatsApp,” Pitz said...
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Electronic Arts Inc.’s (EA) Battlefield to Compete with Activision’s (ATVI) Call of Duty, Yet Real Opportunity is Va
May 21, 2013Electronic Arts Inc. (EA) holds a number of core franchises in the electronic gaming field, with “Battlefield” set to compete against Activision‘s “Call of Duty” this holiday season, yet the real opportunities for EA remain unclear as the company struggles to remain profitable in an increasingly competitive industry that is also going through a console transition, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc. “Activision (ATVI) is the best-in-breed core gaming company, and we believe that EA (EA) has a couple of great core franchises like ‘FIFA Soccer,’ ‘Madden’ football and ‘Battlefield...
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