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Neurocrine Biosciences, Inc. (NBIX) Endometriosis Drug in Phase III

September 29, 2014

Kevin Gorman, CEO of Neurocrine Biosciences, Inc. (NBIX), says the company has partnered with AbbVie, Inc. (ABBV) to market a drug to treat endometriosis and uterine fibroids. He says the drug, Elagolix, is currently in Phase III clinical trials for endometriosis and Phase IIb clinical trials for uterine fibroids. Gorman says he sees a large potential market for Elagolix. “In the United States alone, there are about 7.5 million women who have endometriosis. About 2.5 million of these women are actually diagnosed and getting treatment of some sort or another for endometriosis. And so that’s a very large market,” Gorman says. “We figure about two-thirds of those women are suffering from moderate-to-severe endometriosis, such as suffering significant pain and bleeding due to the disease...
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Palo Alto Networks Inc (PANW) Technology Captures Significant Mindshare and Gains Traction in Market

September 26, 2014

Analyst Jonathan Ho of William Blair & Company says Palo Alto Networks Inc’s (PANW) next-generation firewall and advanced threat protection products are two areas where he is seeing traction in the market. “When we talk to customers, resellers and industry leaders, we do feel like their technology has captured significant mindshare, and that we’re seeing a broader transition in the market from traditional firewall technology to the next-generation firewall,” Ho said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Ho says that with regard to advanced threats, Palo Alto’s WildFire product is one that is garnering customer interest, as it has an attractive cloud-based capability...
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Proofpoint Inc (PFPT) Has Significant Growth Opportunity in Advanced Threat Protection Market

September 26, 2014

Analyst Jonathan Ho of William Blair & Company says Proofpoint Inc (PFPT) is a company in the cybersecurity space with a focus on e-mail filtering and advanced threat protection that has significant growth opportunity due to a number of factors. “They have done an excellent job of taking share from incumbents based on an SaaS-oriented product and incorporating advanced threat detection features,” Ho said. “Many of Proofpoint’s standalone competitors have been acquired. This gives the company a focus advantage relative to broader IT players that have lost specific security focus, and we believe has really allowed them to gain share...
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Facebook Inc (FB) Dominates Mobile Advertising Arena

September 18, 2014

Managing Director Michael A. Sansoterra of Silvant Capital Management LLC says Facebook Inc (FB) is an attractive stock from a traditional growth and secular trend perspective, particularly due to its mobile advertising and mobile penetration rates. “There was a lot of concern around what the ad rates would look like for mobile versus desktop, but Facebook made the move aggressively,” Sansoterra said. “Once they did it, we saw them look a lot like Google (GOOG) in that they were going to dominate this space and take the lion’s share of mobile advertising.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Sansoterra says Facebook has maximized mobile through the social platform, which is a significant change to the way advertisers spend money...
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WhiteWave Foods Co (WWAV) Grows Sales and Earnings North of 30%

September 18, 2014

Michael A. Sansoterra, Managing Director at Silvant Capital Management LLC, says WhiteWave Foods Co (WWAV) has exposure to the healthy eating trend, and is seeing growth in sales and earnings while taking market share in the nondairy and organic food segments. “They are a food company that does organic foods, and we have seen a transition from eating whatever you want to slightly eating healthier. Now, we’ve got a pretty good trend in place where Americans in particular, but actually, lots of folks globally, are trying to eat a little bit better,” Sansoterra said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. While WhiteWave Foods owns recognizable brands — Land O’Lakes butter and International Delight coffee creamers — Sansoterra says the interesting part of the business is the Silk like of nondairy, as well as the Earthbound Farms business that sells organic grocery products...
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Pharmacyclics, Inc. (PCYC) May See Nearly $1 Billion in IMBRUVICA Sales in 2016

September 18, 2014

Managing Director Michael Sansoterra of Silvant Capital Management says Pharmacyclics, Inc. (PCYC) is an interesting company not properly reflected in the market. He says the company’s key drug, IMBRUVICA, may provide PCYC tremendous growth opportunity. “[IMBRUVICA is] an oral pill, and it works on a type of non-Hodgkin lymphoma, which is cancer, white blood and bone marrow cancer. There are other products on the market that have tried to attempt to treat this version of cancer,” Sansoterra said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. While Gilead has a drug awaiting approval, Sansoterra says Pharmacyclics’ drug has had better efficacy rates...
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Gary Goldberg, President/CEO of Newmont Mining Corp. (NEM), Presents at Denver Gold Forum in Denver, Colorado

September 17, 2014

Gary Goldberg, President/CEO of Newmont Mining Corp. (NEM), said the company’s key Batu Hijau mine in Indonesia is on track for a restart. The location has been tied up in a dispute over exports with the Indonesian government and was temporarily shut down. Goldberg, speaking at the Denver Gold Forum in Denver, Colorado, said a memorandum of understanding was signed with the Indonesian government on September 3, with export shipping expected to begin upon receipt of the export permit. The mine and mill is expected to be operating at full capacity within eight weeks of that, Goldberg said. FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE...
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Paul Rollinson, CEO of Kinross Gold Corporation (KGC), Presents at the Denver Gold Forum

September 17, 2014

Paul Rollinson, CEO of Kinross Gold Corporation (KGC), said that the existing Tasiast, Mauritania mine could become the largest company mine, with costs among the lowest in the portfolio, if a mill expansion is undertaken. He was speaking at the Denver Gold Forum in Denver, Colorado. The Tasiast mine has an 8,000 tpd mill originally designed to process ore from a series of small open pits. Although the company will not decide until next year whether to proceed with a mill expansion at the site, Rollinson said the projection for average annual production from 2018 to 2022 is 848,000 oz. The life of the mine is expected to extend to 2029. FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE...
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Sean Boyd, President/CEO of Agnico Eagle Mines Ltd. (AEM), Presents at the Denver Gold Forum

September 17, 2014

Sean Boyd, President/CEO of Agnico Eagle Mines Ltd. (AEM), said the company expects 45% production growth through 2016. He was speaking at the Denver Gold Forum in Denver, Colorado. Citing gold production of 692K oz., with total cash costs of $579 U.S./oz (better than its $678 U.S./oz guidance), Boyd also said that production guidance has increased to 1.35M oz to 1.37M oz. of gold, with cash costs forecast to be between $650-$675 U.S. per ounce. All-in sustaining costs are unchanged at $990 U.S./oz. FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE. Highlighting Agnico’s 2014 H1 is the joint acquisition with Yamana Gold of Osisko Mining Corporation of the Canadian Malartic mine, a deal completed in June...
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Peter Marrone, Chairman/CEO of Yamana Gold, Inc. (AUY), Presents at the Denver Gold Forum

September 17, 2014

Peter Marrone, the Chairman/CEO of Yamana Gold Inc. (AUY), said the company’s focus is on cash flow and operational optimization at its key assets, noting that while production growth is important, it can’t come at the expense of costs and cash flow. The Canadian gold producer has gold production, gold development stage properties, exploration properties, and land positions in Brazil, Argentina, Chile, Mexico and Canada.  FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE. Yamana has eight key operating ventures, including Cerro Moro, Jacobina, Minera Florida, Canadian Malartic, Gualcamayo, Mercedes, Chapada, and El Penon. Marrone said a focus on optimizations at them are expected to contribute to the majority of production and cash flow increases for the overall company, with Canadian Malartic expected to make a significant contribution, Marrone said...
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Mark Bristow, CEO of Randgold Resources Ltd. (GOLD), Presents at the Denver Gold Forum

September 17, 2014

Mark Bristow, CEO of Randgold Resources Limited (GOLD), said the company is on track for record production in three successive quarters from its Loulo-Gounkoto complex in Mali. He was speaking at the Denver Gold Forum in Denver, Colorado. Gold production at the Loulo-Gounkoto complex in Mali is driven by underground mines developed at Yalea and Gara, Bristow said. A pastefill plant was completed at Yalea, while a pastefill at Gara is scheduled for commissioning in Q3. Randgold financed and built the Loulo operation, which started as two open pit mines in November, 2005. FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE. Randgold is an African-focused gold mining and exploration company with listings on the London Stock Exchange and NASDAQ...
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Jim Gowans, Co-President of Barrick Gold Corporation (ABX), Presents at the Denver Gold Forum.

September 17, 2014

Jim Gowans, Co-President of Barrick Gold Corporation (ABX), said the company will focus on operations and cost reductions this year to create a stronger, more flexible company. He was speaking at the Denver Gold Forum in Denver, Colorado. Barrick is looking to cost reductions achieved through rapid spend reductions via improved contracts, more in-sourcing, and reductions to inventory and working capital, Gowans said. The company has adjusted net earnings in the first half of 2014 of $397M US (0.34 per share), but a net loss of $181M ($0.16 per share) because of a charge for its investment in the Jabal Sayid JV operation in Q2. Barrick agreed in July 2014 to form a joint venture with the Saudi Arabian Mining Company to operate the Jabal Sayid copper project...
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Chuck Jeannes, President/CEO of Goldcorp. Inc. (GG), Presents at the Denver Gold Forum

September 17, 2014

Chuck Jeannes, President/CEO of Goldcorp, Inc. (GG), said the company is looking to several new projects to continue its focus on gold in low-risk jurisdictions. Jeannes was speaking at the Denver Gold Forum in Denver, Colorado. Goldcorp Inc. has operations in Canada, the United States, Mexico, Central America and South America. The company has $2.4B US in liquidity, with its cash flow allocation priorities to fund existing and organic growth, offer flexibility for mergers/acquisitions, plus provide regular dividend growth. FOR THE LATEST TWST METALS AND MINING REPORT, CLICK HERE. Goldcorp’s Cerro Negro Mine in Argentina was called a “strong new contributor to growth” by Jeannes...
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Srinivasan Venkatakrishnan, CEO AngloGold Ashanti Limited (AU), Presents at Denver Gold Forum

September 17, 2014

Srinivasan Venkatakrishnan, CEO ofAngloGold Ashanti Ltd. (AU), said the South African company will not proceed with a previously proposed restructuring plan that would have placed its international operations into a separate company and raised capital. He was speaking at the Denver Gold Forum in Denver, Colorado. Discussions with shareholders led to the decision to back off, Venkatakrishnan said. Reports indicate that the company’s large debt-to-equity issues and potential dilution of shares were the chief shareholder concerns about the restructuring plan, which would have allowed the company to eliminate its large debt. FOR THE LATEST TWST MINING AND MINING REPORT, CLICK HERE...
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Sandeep Biswas, Managing Director/CEO of Newcrest Mining Limited (ASX:NCM), Presents at the Denver Gold Forum

September 17, 2014

Sandeep Biswas, Managing Director/CEO Newcrest Mining Limited (ASX:NCM) said he was not satisfied with the current company performance and has initiated a company-wide improvement program. He was speaking at the Denver Gold Forum in Denver, Colorado. Australia-based Newcrest Mining had a statutory loss of $2.2B AU after a post-tax asset impairments of $2.4B AU. Its EBITDA was $1.514M AU (37% margin) and EBIT of $821M AU (20% margin). Newcrest had an underlying profit of $432M AU, Biswas said. It has operations in Australia, Southeast Asia and West Africa. FOR THE LATEST TWST MINING AND METALS REPORT, CLICK HERE. The company’s cash flow from operating activities was $1,037M on an investment expenditure of $904M, with a group free cash flow of $133M AU, Biswas said...
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