Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

While modern pharmacology has been able to produce new medicines to treat or manage most diseases, these drugs often cause unpredictable side effects, which sometimes lead to the development of secondary diseases, especially for chronic conditions. One possible alternative to the problem of sustained use of drugs is electro, radiation, and ultrasound therapy. 
In the area of electrotherapy, <a href="https://www.smartkarma.com/entities/medtronic-plc" target="_blank" data-smartkarma-citation="entities:14982:1" rel="noopener">Medtronic Plc (MDT US)</a> and <a href="https://www.smartkarma.com/entities/boston-scientific-corp" target="_blank" data-smartkarma-citation="entities:11115:1" rel="noopener">Boston Scientific (BSX US)</a> are the clear leaders by far, with dominance in the number of innovations, positive mentions, and impact of their innovations. However, with the increased use of electrotherapy for pain management and physiotherapy smaller players with unique products now compete in specific silos. Three small-cap names that screen well technologically are <a href="https://www.smartkarma.com/entities/nevro-corp" target="_blank" data-smartkarma-citation="entities:2218:1" rel="noopener">Nevro Corp (NVRO US)</a>, <a href="https://www.smartkarma.com/entities/nuvasive-inc" target="_blank" data-smartkarma-citation="entities:8384:1" rel="noopener">Nuvasive Inc (NUVA US)</a>, and <a href="https://www.smartkarma.com/entities/integer-holdings-corp" target="_blank" data-smartkarma-citation="entities:18313:1" rel="noopener">Greatbatch Inc (ITGR US)</a>.
In Radiotherapy <a href="https://www.smartkarma.com/entities/siemens-healthineers-ag" target="_blank" data-smartkarma-citation="entities:29221:1" rel="noopener">Siemens Healthineers AG (SHL GR)</a>  leads the field.  Surprisingly a private company Aerin Medical which provides treatment options for chronic nasal conditions and is a play on rising allergies and sleep apnoea comes in second
In Ultrasound therapy, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a> tops the list. A small-cap company <a href="https://www.smartkarma.com/entities/butterfly-network-inc" target="_blank" data-smartkarma-citation="entities:33050:1" rel="noopener">Butterfly Network Inc (BFLY US)</a> prima facie seems to have products that could potentially change the way ultrasound scans are performed as their technologies allow for use of small portable equipment in conjunction with a smartphone or tablet to create an ultrasound machine.

While modern pharmacology has been able to produce new medicines to treat or manage most diseases, these drugs often cause unpredictable side effects, which sometimes lead to the development of secondary diseases, especially for chronic conditions. One possible alternative to the problem of sustained use of drugs is electro, radiation, and ultrasound therapy. 
In the area of electrotherapy, Medtronic Plc (MDT US) and Boston Scientific (BSX US) are the clear leaders by far, with dominance in the number of innovations, positive mentions, and impact of their innovations. However, with the increased use of electrotherapy for pain management and physiotherapy smaller players with unique products now compete in specific silos. Three small-cap names that screen well technologically are Nevro Corp (NVRO US), Nuvasive Inc (NUVA US), and Greatbatch Inc (ITGR US).
In Radiotherapy Siemens Healthineers AG (SHL GR)  leads the field.  Surprisingly a private company Aerin Medical which provides treatment options for chronic nasal conditions and is a play on rising allergies and sleep apnoea comes in second
In Ultrasound therapy, Johnson &amp; Johnson (JNJ US) tops the list. A small-cap company Butterfly Network Inc (BFLY US) prima facie seems to have products that could potentially change the way ultrasound scans are performed as their technologies allow for use of small portable equipment in conjunction with a smartphone or tablet to create an ultrasound machine.

Stock Ideas Based on Data Mined from Technical Publications - Electro, Radio, & Ultrasound Therapies

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to reach US$77 billion by 2021, the election of Donald Trump has created uncertainty among the industry, government agencies and consumers, especially around regulations, local production incentives, and changes to the Affordable Care Act.

While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to reach US$77 billion by 2021, the election of Donald Trump has created uncertainty among the industry, government agencies and consumers, especially around regulations, local production incentives, and changes to the Affordable Care Act.

Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

<a href="https://www.smartkarma.com/entities/17686" target="_blank" data-smartkarma-citation="entities:17686:1">Ziopharm Oncology Inc (ZIOP US)</a> announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: <blockquote>It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.</blockquote>According to this post, the Trump administration plans to do the following:<blockquote><ul><li>Work with Congress to allow…</li></ul></blockquote>

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.According to this post, the Trump administration plans to do the following:Work with Congress to allow…

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

<a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

United States

Varian Medical Systems, Inc.  designs, manufactures, sells, and services equipment and software products for treating cancer with radiotherapy, stereotactic radiosurgery and brachytherapy. The Company also supplies products that include x-ray tubes, linear accelerators, digital image detectors, image processing software and image detection products.

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Varian Medical Systems (VAR US)

Stock Ideas Based on Data Mined from Technical Publications - Electro, Radio, & Ultrasound Therapies

The report identifies companies best positioned in Electro, Radiation, and Ultrasound therapeutic technologies. These therapies are a safer...

Pyari Menon

Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?

While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to...

Euromonitor International Ltd.

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...

Dr. Bhavneesh Sharma, MD, MBA

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...

Dr. Bhavneesh Sharma, MD, MBA

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...

Dr. Bhavneesh Sharma, MD, MBA

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