There are gigantic changes starting to take place in the health care industry. I for one do not own any of the stocks mentioned below, I only try to time the market. I will add that the companies mentioned below are very high risk plays. Most of these companies have no products, and the chances of them generating any income could be years away. They are priced simply based on future development and research. Investors should due their utmost due diligence before investing a penny in these companies.
The first trend to look at in this industry is RNA Interference Next Generation Pharmaceuticals:
Big pharma companies are now beginning to contract with biotech companies that own the intellectual property rights to RNAi-based strategies. Rather than developing drugs that target specific proteins, the RNAi approach targets the ability of cells to manufacture those proteins in the first place. The approach is particularly promising in cases of viral or microbial pathogenesis (foreign proteins) and genetic diseases related to known protein mutations. Potential future applications are broad, as with conventional pharmaceuticals, ranging from the treatment of life-threatening diseases to cosmetic uses in hair loss remedies and wrinkle creams.
The best positioned companies are ALNYLAM PHARMACEUT and SIRNA THERAPEUTICS that own essential intellectual property rights. Look for them to sign big deals with big pharma in the next year.
The next promising trend in this big industry is Bio Pharmaceutical Manufacturing.
The bio pharmaceutical industry is moving away from contract manufacturing. Nearly all approved drugs are going to be manufactured at dedicated manufacturing sites.
Contract manufacturers like LONZA, Cambrex, will benefit the most from this trend.
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