Biotechnology and Pharmaceuticals

August 14, 2015

Topics covered: Value Investing in Biotech and Pharmaceuticals, Regenerative Medicine, Ophthalmic Pharmaceuticals, Gene Therapies, Duchenne Muscular Dystrophy Treatments, Drugs for Liver Disease, Cancer Immunotherapy

Companies covered: Applied Genetic Technologies Corporation (NASDAQ:AGTC), Celgene Corporation (NASDAQ:CELG), Brainstorm Cell Therapeutics Inc. (NASDAQ:BCLI), bluebird bio, Inc. (NASDAQ:BLUE), Athersys, Inc. (NASDAQ:ATHX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Agenus Inc. (NASDAQ:AGEN), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Pfizer, Inc. (NYSE:PFE), Opexa Therapeutics, Inc. (NASDAQ:OPXA), Mylan Inc. (NASDAQ:MYL), Medivation, Inc. (NASDAQ:MDVN), Eli Lilly and Company (NYSE:LLY), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Inovio Pharmaceuticals, Inc. (NASDAQ:INO), Gilead Sciences, Inc. (NASDAQ:GILD), Mast Therapeutics, Inc. (AMEX:MSTX)

Buy ($175)

Medical Devices

July 31, 2015

Topics covered: Women's Health, Strong Underlying Fundamentals, Peripheral Vascular Medical Devices, Imaging in Oncology, Differentiated Technological Platforms, Cardiovascular Medical Devices, A Focus on Quality

Companies covered: Thoratec Corporation (NASDAQ:THOR), St. Jude Medical, Inc. (NYSE:STJ), The Spectranetics Corporation (NASDAQ:SPNC), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Edwards Lifesciences Corporation (NYSE:EW), Covidien, Ltd., Boston Scientific Corporation (NYSE:BSX), VirtualScopics, Inc. (NASDAQ:VSCP)

Buy ($175)

Medical Real Estate, Research and Diagnostic Substances

May 07, 2015

Topics covered: Strong Performance by Diversified Diagnostics Companies, Large Health Care REITs, Lagging Diagnostics Space, Health Care REIT Earnings Growth, Diagnostics and Lab Services, Consolidation in the REIT Sector

Companies covered: Cytori Therapeutics Inc (NASDAQ:CYTX), Ventas, Inc. (NYSE:VTR), Taubman Centers, Inc. (NYSE:TCO), Simon Property Group, Inc. (NYSE:SPG), Omega Healthcare Investors, Inc. (NYSE:OHI), Macerich Company (The) (NYSE:MAC), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Meridian Bioscience Inc. (NASDAQ:VIVO), Myriad Genetics, Inc. (NASDAQ:MYGN), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), DARA Biosciences, Inc. (NASDAQ:DARA)

Buy ($175)

Biotechnology and Pharmaceuticals

January 16, 2015

Topics covered: Orphan Drugs, High-Quality Biotech Stocks, FDA Approval Process, Emerging Pharmaceuticals, Biotechnology Fundamentals, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation

Companies covered: The Medicines Company (NASDAQ:MDCO), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Idec Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Sanofi (NYSE:SNY), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), InterMune Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Express Scripts Holding Company (NASDAQ:ESRX), Cubist Pharmaceuticals Inc., Baxter International Inc. (NYSE:BAX), Celgene Corporation (NASDAQ:CELG), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Pfizer, Inc. (NYSE:PFE), Dynavax Technologies Corporation (NASDAQ:DVAX), Provectus Biopharmaceuticals, Inc. (AMEX:PVCT), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), XOMA Corporation (NASDAQ:XOMA), United Therapeutics Corporation (NASDAQ:UTHR), La Jolla Pharmaceutical Company (NASDAQ:LJPC), Cardiome Pharma Corporation (NASDAQ:CRME)

Buy ($175)

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