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TMFHelical (98.81)

January 2011

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Thomas Goetz: It's time to redesign medical data

January 28, 2011 – Comments (1) | RELATED TICKERS: LH , DGX , BRLI

The following is a TED talk that I consider worth listening through.    [more]

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Electronic Medical Records - Special Opportunity?

January 22, 2011 – Comments (0) | RELATED TICKERS: CVS , MCK , CERN

There is little doubt in my mind that there is a 'special opportunity' embedded in healthcare reform.  This is in the provisions that initially provide financial incentive, but then later turn to penalties, for the adoption of electronic medical records.  The 'records' aren't specified but what is required is adoption and 'meaningful use'.  The kicker is, meaningful use is phased with time, and only the initial phase is anywhere near defined.  [more]

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Medical Technology Innovation

January 21, 2011 – Comments (1) | RELATED TICKERS: MR , MDT

Well, another snowy day in the Northeast has cancelled school and has me home with the kids.  A good time to catch up on some reading (while the kids clean the house -- kidding).  First up is a recent report from PriceWaterhouseCoopers - Medical Technology Innovation Scorecard.  [more]

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Helical Port - Mid Jan11 update

January 17, 2011 – Comments (0) | RELATED TICKERS: AMED , SGEN , BRLI

The Helical Port, and the market in general are off to decent starts in 2011l.  The portfolio sharted the  year worth $50,173.96 and it up to $51,479.66 or +2.6%,  a not particularly meaningful, but still nice, start to the year.    [more]

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A Pharma Legal Battle Worth Watching

January 11, 2011 – Comments (2) | RELATED TICKERS: MTXX.DL , SO , BAC

Recommendations: 0 There is a legal battle on going which could ripple through the investing community. It involves a small cap pharma operation, Matrixx Initiatives, maker of some OTC cold remedies.

Here is the Pharamlot recap.

Like many things of this nature, it may be a poor test case. I don't think Matrixx was correct to withhold the information. Scientifically, the potential for zinc to effect sense of smell had been known, and Matrixx was remiss in reporting the complaints, not just to shareholders but to the FDA as well.

But this case is about a shareholder lawsuit, and what should have been reported as material. If 'every complaint' that is only 'potentially material' should be disclosed, it could get a little ludicrous. This has repercussions well beyond pharma reporting of adverse events. Should Southern (SO) report if the Farmers Almanac expects a hotter than normal summer? How about BAC reporting on an article stating its model for valuing MBS doesn't account for changes in lending practices? I exaggerate (both ways) to make the point that this case bears watching. We know which side the legal profession is likely on. Yes, it would be nice to decide for ourselves if information truly was material to our owning a stock, but behavior being what it is, over disclosure could be a problem,. I want management reacting to problems that may actually be truly material, not ones that may be truly a just a 'threat of litigation'.

But .. no question there is wide swath of gray area here.

TMFHelical
Home Coverage Fool   [more]

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Good Year for Biotech, but ....

January 10, 2011 – Comments (0)

The business blog at BIO has a good summation of 2010.  It gives some data over the past few years as well.  [more]

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JP Morgan Healthcare Conference

January 10, 2011 – Comments (2)

One of the better conferences in healthcare is JPMorgan's.  It seems like every year I spend a lot of time goggling about to find the agenda and links to webcasts.  [more]

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Medical Diagnostics, Equipment, and Breast Cancer

January 07, 2011 – Comments (0)

One of the most recent TED talks was delivered by Deborah Rhodes, a doctor and director at the Mayo clinic.  She spoke on the subject of breast screening technology, particularly one that she has had a hand in developing.    [more]

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The Helical Portfolio

January 04, 2011 – Comments (6) | RELATED TICKERS: NVS , SGEN , PPDI.DL

A couple of months ago, I noted that my Roth was entirely invested in the healthcare sector.  I also said I would use this blog as a continuation of the exercise of tracking this port starting with the turn of the year.  Well, the year is a few days old now, so better get started.  [more]

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Portfolio Review II

January 02, 2011 – Comments (1)

In my prior post, I mentioned an exercise where I tried to see if the moves I made during 2010 benefiter my portfolio or not.  But moving forward, how am I currently shaped.  I again don't have high expectations for 2011 in terms of the market going up substantially (> 10%), but perhaps better than I felt about 2010.  I think another correction is in the cards, but perhaps pushed off further into the future.  [more]

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Portfolio Review Exercise - Did I add Value

January 01, 2011 – Comments (4) | RELATED TICKERS: JNJ , EPD , HCN

I like to do an end of year portfolio review, such as mentioned last year.  Focusing to start on the IRA, which is still my largest account, 2010 was a pretty good year.  I note that the S&P (with dividends added but not reinvested) was up 14.87% (SPY used).  Honestly, I had no such expectations that 2010 would show such good returns, and entered the year with an expectation of a double dip recession.  I also got comfortable holding a decent % of cash (often 10-25%), something that has been a struggle for me in the past (always something to invest in).  I have a bit over 14% cash now in the IRA.  [more]

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