| U.S. Life Science Sector Set for Stable Growth, Led by Equipment Makers Research Recap submits: The life science sector’s outlook remains stable, though equipment makers are set to outperform contract research organizations (CROs) over the next 12-18 months, Moody’s says in a new Industry Outlook. Manufacturers are set to benefit from an economic recovery, with sales of capital equipment benefiting from renewed spending in industrial and applied markets.Equipment makers will also get a boost from purchases by academic customers, benefitting in 2010 and 2011 from U.S. government stimulus spending directed at funding research.Upcoming patent expirations in the pharmaceutical industry will translate to cost-containment measures, constraining CROs’ growth, which depend heavily on business from pharmaceutical companies. Ongoing strategies to increase the level of outsourcing favors CROs and helps offset this pressure, and should continue over the long term.Progress in the integration of the 2009 pharmaceutical mega-mergers should translate into fewer R&D project cancellations and delays, lending stability to the life science sector.We expect no meaningful effect on life science companies from healthcare reform through 2011. We are generally more favorable on the outlook for manufacturers in the sector than for contract research organizations, mainly because the CROs depend far more on the pharmaceutical industry for revenue and profit.Complete Story » seekingalpha.com |
[$$] For Genoptix, the Fix Isn't In (at Barron's Online) For Genoptix, the Fix Isn't In This stock is broken, and it isn't likely to fix itself. us.rd.yahoo.com |
Dionex Corporation F4Q10 (Qtr End 6-30-10) Earnings Call Transcript Dionex Corporation (DNEX)F4Q10 (Qtr End 6/30/10) Earnings CallAugust 12, 2010 4:30 pm ETComplete Story » seekingalpha.com |
Health Outlays Still Seen Rising The health-care overhaul enacted last spring won't significantly change national health spending over the next decade compared with projections before the law was passed. online.wsj.com |
Slim Hopes for Obesity Drugs to Gain Approval The Burrill Report submits: By Michael FitzhughThe U.S. Food and Drug Administration’s rejection of Arena’s (ARNA) experimental obesity drug lorcaserin now shifts public attention to two other contenders set to come before the agency for review. Investors looking to cash in on a largely untapped market opportunity are left with thinning expectations for success. Complete Story » seekingalpha.com |