Biotechnology

September 08, 2016

/ /
Posted By
/
Comment0
/
Categories
EpiPen Pricing: Much Ado About Nothing   Drug prices are back in the news, this time focused on the epinephrine auto-injector marketed by Mylan [NASDAQ:  MYL] as “EpiPen.”  EpiPen is a life-saving product for those at risk of anaphylaxis —...
Read More →

May 5, 2016

/ /
Posted By
/
Comment0
/
Categories
Biotech:  Still An Innovation Engine   Biotech had a tough second half of 2015, and a tough beginning to 2016; between July’s high last year, and the February 2016 low, the Nasdaq Biotechnology Index (NBI) registered a nearly 40 percent...
Read More →

April 01, 2016

When Too Much News Can Confuse 1.  GDP grew by 2.4 percent in 2015 — ignore flawed data, including GDPNow. Fourth-quarter 2015 GDP growth for the U.S. was just revised up to 1.4 percent annualized from an initial reading of...
Read More →

January 19, 2015

/ /
Posted By
/
Comment0
/
Executive Summary 1. Investment themes for 2015. Low inflation, an improving employment picture, rising real disposable income, accelerating GDP growth, and a dovish Fed all continue to make a strong case for U.S. stocks in 2015. We favor companies with...
Read More →

January 12, 2015

/ /
Posted By
/
Comment0
/
Executive Summary 1. Short-term fears, long-term prospects. Once again, we see some short-term volatility led by various market fears: of a Greek departure from the Euro, of a collapse of European banks or even of the common currency itself; of...
Read More →

March 20, 2014

/ /
Posted By
/
Comment0
/
Bioprinting: Applications May Be Closer Than You ThinkIn previous issues of this letter we’ve commented on 3D printing developments. Companies such as 3D Systems (NYSE: DDD), Stratasys (NASD: SSYS), and ExOne (NASD: XONE) may be familiar to investors who have investigated this...
Read More →

Guild Investment Management

Fully discretionary investment portfolio management

LEARN MORE