Ray Blanco

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Promising Reports From the World’s Biggest Cancer Conference

Every year, the American Society of Clinical Oncology hosts a conference on cancer. Thousands show up to hear from cancer researchers on the cutting edge and to learn about the latest and greatest therapies being created to vanquish this deadly suite of diseases. It's also a place where biotechnology and pharmaceutical companies large and small show off the potential of their wares.

This Antibiotics Developer Was a Buy Last Year and Even More of a Buy Today

Once-obscure 20th-century researchers messing around with fungi and bacteria organisms completely upended the medical apple cart when they discovered how these organisms fought off the competition. Since other bacteria often fed upon the same stuff as these organisms, they had adapted a way to kill them off. These discoveries, when applied to human bacterial infections, represented the greatest biomedical achievement since the discovery of vaccines. We took these naturally occurring antibiotics, figured out how to mass-produce them and changed health care forever. Infections that once killed millions of people no longer had to.

Our Long-Term MEMS Company Continues to Shine

It's only 4 millimeters square and less than a millimeter thick, but this little chip does something that would have required bulky, expensive sensors not too many years ago. Thanks to advances in microelectromechanical systems (MEMS) technology, these chips can accurately sense changes in acceleration and position in a compact, energy-efficient package.

Tiny Machines That Produce Massive Returns

Most of the 19th and the first half of the 20th century were all about building things bigger. From skyscrapers to transoceanic steam-powered cruisers, bigger tech meant better. But in the past few decades, there's been a "ramp up" in tiny machine efficiency... and it's about to reach an inflection point in the markets. Ray Blanco has more...

A Late-Stage Drug Fails, but There’s Still Opportunity in This Cancer Innovator

A lot can change in a month, especially with biotech stocks. Back in mid-March, one of our stock’s shares were in the midteens. Then, a European regulatory committee recommended approval for our company’s lead drug, vintafolide, to treat ovarian cancer in patients that have become resistant to platinum-based therapies. Shares nearly doubled on the news, and we recommended selling half of our shares to secure a 266% return and hedge against future risks.

Improved Odds for Early Approval Send Our Pick Zooming

It's been rough for biotechnology stocks. The Nasdaq Biotechnology Index was down 20% early last week from its late February peak. The S&P Biotechnology index was off even worse, down 26%. These indexes have now come back some 6% and 4%, respectively. But the indexes don't capture the bloodbath that has hit smaller, more speculative names. These are generally biotechnology companies that are still in the development phase and aren't generating significant revenues.

Market Sell-Off Will Expose Biotech Buying Opportunities

Hardest hit are smaller biotechnology companies that aren't yet generating revenues. This, of course, includes some our past portfolio recommendations. We took profits on several of them late last and early this year. All three of these companies have seen their shares sell off sharply from recent peaks, along with much of the rest of the biotechnology market. Our March pick, for example, is still languishing below our buy price. The recent sell-off provides an opportunity to buy shares cheap.