• A Top 2 Positions of a Successful Opportunity Fund

    By Anh HOANG - August 8, 2013 | Tickers: IT, ILMN, LIFE

    Mike Lippert, the portfolio manager of Baron Opportunity Retail Fund, has managed to generate outstanding returns in the past ten years. This fund gets a four star rating from Morningstar, delivering a sweet 10-year-annualized return of 12.40%, beating the S&P 500’s return of only 8.05% during the same period. Year-to-date, it gained by nearly 21%, a bit higher than S&P 500’s gain of 19 more »

  • Judgment Day for Myriad Genetics

    By Kanak Kanti - June 5, 2013 | Tickers: ILMN, MYGN, QGEN

    Can we patent human genomes? This sounds so academic, except that the future of at least one biotech company hinges on an answer to this question.

    On June 30, the Supreme Court is going to make a decision on a case filed by the Association for Molecular Biology on human genome patentability against Myriad Genetics (NASDAQ: MYGN), a $2.57 billion molecular diagnostic company.

    What will happen to its stock more »

  • The Next Generation for Qiagen's Next-Gen Sequencing?

    By Seth Robey - May 31, 2013 | Tickers: ILMN, LIFE, QGEN, TMO | Editor's Choice

    Patient-specific pharmacology used to be a futuristic dream for researches and physicians, but the Human Genome Project has placed the framework for this revolution in patient care at our fingertips. 

    In research labs across the country, genomic studies are uncovering the small genetic changes that underlie countless diseases.  In the clinic, rapid genetic sequencing is contributing to unparalleled diagnostic capabilities.  But without the software to analyze sequencing results, researchers are more »

  • Splicing & Dicing Myriad Genetics Amidst the Angelina Jolie Disclosure

    By BA McKenna - May 20, 2013 | Tickers: ILMN, MYGN

    Myriad Genetics (NASDAQ: MYGN) and the topic of genetic testing to determine one's risk of disease was in the spotlight last week thanks to film star Angelina Jolie. Myriad's no stranger to the biotech spotlight given its Supreme Court case pertaining to whether human genes can be patented, but Jolie put genetic testing front and center in the public view. 

    One has to give credit to Jolie for more »

  • This Biotech Giant Is Continuing Its Growth via M&A

    By Peter Pham - May 13, 2013 | Tickers: ILMN, LIFE, TMO

    A group representing some of the biggest private equity firms in the world, the Blackstone Group, Carlyle Group, KKR, and Singapore’s Temasek Holdings are eyeing California based bio-tech firm Life Technologies (NASDAQ: LIFE). They forwarded a bid of $62 per share, which values the firm at $11 billion. But, the analytical and laboratory equipment behemoth, Thermo Fisher Scientific (NYSE: TMO) came forward with a much higher bid of $75 more »

  • This Deal Brings Benefits Along With a Huge Debt

    By Shas Dey - April 29, 2013 | Tickers: ILMN, LIFE, RHHBY, TMO

    The rumors have finally been put to rest. After three months of a bidding war, Thermo Fisher Scientific (NYSE: TMO) ultimately beat other contenders to acquire Life Technologies (NASDAQ: LIFE) for $76 per share, or approximately $13.6 billion (plus net debt at close).

    This transaction, expected to be completed in 2014, is expected to propel the growth of Thermo Fisher in the area of genetic analysis and molecular diagnostics more »

  • Thermo Fisher – Life Technologies Deal Brings Benefits Along With A Huge Debt

    By Shas Dey - April 18, 2013 | Tickers: ILMN, LIFE, RHHBY, TMO

    On 15th April, Thermo Fisher Scientific (NYSE: TMO) announced that it would acquire Life Technologies (NASDAQ: LIFE) for $76 per share, 12% above its 12thApril share price of $68.

    The Deal

    After months of speculation of takeover, Life Technologies accepted Thermo Fisher’s bid over an offer from Sigma-Aldrich and a $65 per share bid from a consortium including Blackstone, Carlyle, KKR and Temasek Holdings. The price more »

  • Three Reasons to Worry and One Theme That Can Outperform

    By Lee Samaha - February 22, 2013 | Tickers: ACT, COV, ILMN, LIFE, MYL

    Occasionally some of my friends ask me why I am hedged and market neutral in my investing. My answer is always the same. I invest for the long term, and the macro-environment remains very dangerous right now. I am confident in my ability to pick a portfolio that can outperform the market, but I can’t predict what is going to happen in the global economy, and the evidence is more »

  • The Smart Money Has Been Eying the Future of DNA Sequencing: Should You?

    By Brendan O'Boyle - January 8, 2013 | Tickers: ILMN, LIFE, RHHBY

    Roche (NASDAQOTH: RHHBY) has a remarkable history of making attractive and well-timed acquisitions.  In 2009 they purchased Genentech and bought one of the most attractive companies on the market as blood ran through the streets. Recently Roche has turned its interest to a little known sequencing company named Illumina (NASDAQ: ILMN), but over this weekend they appear to have withdrawn the offer for a second time.

    In this context, it more »

  • Illumina: Buying, Selling, or Riding Solo?

    By Brian Nichols - January 7, 2013 | Tickers: GNOM, ILMN, RHHBY

    Illumina (NASDAQ: ILMN) has definitely been at the center of some of the stranger acquisition rumors of the last year. Though these rumors have made the stock volatile, it has outperformed. However, the speculation might have much more clarity after news on Sunday indicates that Roche (NASDAQOTH:RHHBY) will no longer be looking to buy the company.

    In a nutshell, here’s the story with Illumina: The company is for more »

  • Epigenetics: A 21st Century Science with Huge Investment & Medical Implications

    By BA McKenna - January 7, 2013 | Tickers: CELG, ILMN, JNJ, MRK, RHHBY

    Epigenetics?? I don’t need to know about what sounds like a specialized form of genetics as it’s too technical for me the big-picture investor, leave such detail to lab rats, some might be thinking?

    You know what Darwin said -- and if you want to be among the "fittest" biotech investors, you need to know about epigenetics. This science is not only fascinating, it is here and exploding more »

  • Top Merger/Acquisition Rumors and Action on Monday

    By Brian Nichols - November 27, 2012 | Tickers: GNOM, ILMN, KCG, MHFI

    Mergers and acquisitions (M&A) can make or break a company and are a crucial part of any company’s growth strategy. Monday proved itself to be full of M&A rumors and actions that could and will forever change several different companies. In this article I am looking at three of the most significant M&A announcements that took individual stocks and sectors by storm.

    Knight Capital is Trying more »

  • Avoid This One-Trick Pony and Get a LIFE Instead

    By Robert Zimmerman - November 6, 2012 | Tickers: BMY, GHDX, ILMN, LIFE

    After enjoying positive earnings and a recent contract with CIGNA insurance, Genomic Health (NASDAQ: GHDX) seemed poised to grow like a weed.  Riding the success of its Oncotype DX assay for invasive breast cancer, Genomic Health was profitable and its stock was moving higher.  The future promised more.  Now, it might not happen.  Published research over the past year or so hasn’t looked kindly on Genomic Health’s more »

  • Three Potential Multibaggers

    By Steven Heller - October 17, 2012 | Tickers: AAPL, EBAY, ILMN, IBM, NUAN

    Growth investors are a lot like detectives in that we collect evidence to determine if a company has home-run potential.  We look for clues that offer reasons why companies deserve a more detailed review.  But where should you start? 

    I started by taking a page from fellow Fool, Jeremy Bowman, and his How to Find 10-Baggers piece.  To reiterate, Jeremy defines finding a 10-bagger by identifying a company that meets more »

  • Who Wins with Which President

    By AnnaLisa Kraft - October 8, 2012 | Tickers: CVS, EXC, ILMN, LVS, MON

    I promise no political ideologies, just some speculation on what stocks to buy with one month left before the election.

    If Romney Wins

    A big surprise is that some of the traditional “sin” stocks could fare very well under Romney. The biggest name would be Las Vegas Sands ). It’s no secret that CEO Sheldon Adelson has donated $70 million to the Republican campaign with a promise for $30 million more »

  • Fluidigm Flying?

    By Declan Fallon - August 28, 2012 | Tickers: AFFX, FLDM, ILMN, LIFE

    Fluidigm Corporation (NASDAQ: FLDM) engages in the manufacture of proprietary microfluidic systems for the life science and agri-biotech industries. The stock IPO'd in early 2011 at $13.50. Since then it has remained range bound between $12 and $16.  There was a brief foray to $20 when it announced a cross-license agreement with Life Technologies Corp (NASDAQ: LIFE) but this warm fuzzy feeling quickly faded, dropping the stock back more »

  • A Fast Growing Diagnostics Company but Why is it So Cheap?

    By Lee Samaha - August 22, 2012 | Tickers: ABT, CPHD, ILMN, LIFE, MYGN

    Myriad Genetics (NASDAQ: MYGN) offers an interesting investment proposition. On the one hand it is a fast growing and highly cash generative company with strong future prospects. On the other, it is a company which is fraught with legal challenges to its patents and whose growth prospects are largely dependent on the reimbursement agenda of the managed care industry. Sometimes the hardest part in investing is quantifying risk and it more »

  • 10 Most Popular Healthcare Stocks among Hedge Funds

    By Meena Krishnamsetty - July 15, 2012 | Tickers: ESRX, ILMN, JNJ, PFE, SNY

    Insider Monkey tracks nearly 400 hedge funds and prominent investors like Warren Buffett and Bruce Berkowitz to gain intelligence from their transactions. Hedge funds’ most popular stocks have historically outperformed the market by a small margin. Apple (AAPL), Google (GOOG), and Microsoft (MSFT) are the three most popular stocks (check out the entire list here). We also prepare lists of most popular stocks in each sector. Here are the 10 more »

  • Billionaire James Dinan’s Top Picks

    By Meena Krishnamsetty - June 14, 2012 | Tickers: BAC, C, ILMN, JPM, WFC

    James Dinan runs York Capital Management. He founded the firm in 1991 with $3.6 million mostly from colleagues at the investment bank Donaldson, Lufkin & Jenrette (DLJ), which was bought by Credit Suisse in 2000. In 2010, Dinan sold a 30% stake in York to Credit Suisse for a reported $425 million. York, which manages $15 billion in AUM, generated net returns of 40% in 2009 and 7.5% in more »

  • Invest Like a Supervillain

    By Mike Steele - April 13, 2012 | Tickers: CX, DISCA, IIVI, ILMN, TIE.DL

    A neer-do-well without any money is just a common criminal.  But if you clicked on the headline link for this story, that's not you.  No, you aspire to something greater: Supervillainy.  What separates the Supervillain from the petty thief is a base of wealth to carry out your wide-ranging schemes for world domination.  Secret lairs, doomsday devices, legions of minions; those things don't come cheap. 

    But what if more »

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