WHO:	Rhonda Greenapple, MSPH, President of Reimbursement Intelligence and Warren Dodge, President of Oncology Metrics
WHAT:	ASCO Breakfast Session
WHERE:	The Matterhorn Room, located on the 42nd Floor., Swissotel Chicago, 323 E. Wacker Drive, Chicago, IL 60601
WHEN:	Monday, June 2nd, 6:30 a.m. – 7:30 a.m.

Until recently, oncology treatment decisions were exempt from health plan interference. With multiple early stage products entering the same category, premium pricing will be a challenge as payors increase their management of oncology products and costs shift for oncology patients.

By Nick Hodge

Sobering Up from Ethanol Inebriation

In the past two years the price of corn in the United States has more than doubled, driven partly by demand for alternative fuels such as ethanol.

That is one of the key pieces of data being used to fuel the growing debate now known as food versus fuel.
And that debate has been increasingly in the limelight as global food prices continue to climb, causing unrest in numerous locations around the world.

In the past few weeks alone we've seen riots in developing nations including Indonesia, the Philippines and Haiti.

But for all the now-known harms associated with using food for fuel, that action isn't the only thing causing food price angst.

They’ll Give Your Portfolio a Jolt

By Nick Hodge

We all know that large amounts of electricity are now being produced via renewable resources like wind and solar.

And as great as that may be, wide-scale deployment of these technologies has been hindered by a litany of hurdles--one of which is energy storage.

You see, there are several steps that renewably-produced electricity must go through before it can be introduced to the grid or into a home. This has led to the creation of a robust market for advanced electronic products like inverters, converters, generators and batteries.

We’ve been playing this trend for little while at both Green Chip Stocks and the Alternative Energy Speculator through a variety of inverter and demand-response companies.

The 3 Hard Truths Facing the World... and Where the Money Will Be in Energy

By Nick Hodge

I seem to remember an e-mail going around not too long ago about different politicians and oil CEOs "going into the confessional," so to speak.

First up was ConocoPhillips (NYSE: COP) CEO Jim Mulva, who said he did not believe the global oil supply would ever surpass 100 million barrels per day because of production constraints and new laws limiting greenhouse gas emissions.

I love how Peak Oil can be cloaked in such nebulous terms as "production constraints."

According to ConocoPhillips, the International Energy Agency has forecast that supply will expand to 100 million barrels of oil per day by 2020.

Please Note: ActiveX Windows Media Player plug-in required for video playback. Direct link to video available here.

InTimeTV features Prof. Steven Kaplan (AB’81 AM’82 PhD’88) - Neubauer Professor of Entrepreneurship and Finance at the University of Chicago.

This internet TV interview sheds light on some of the perennial questions and issues important to venture capital investors, private equity fund managers and others.

By Adam Kritzer, CurrencyTrading.net

The majority of forex traders, whether amateur or professional, can be expected to have some degree of familiarity with the fundamental factors which weigh on the Dollar. One can plainly understand, for example, how the threat of inflation and the twin deficits make the Dollar less valuable. In fact, currencytrading.net has already compiled a comprehensive list of such factors, entitled 50 Factors that Affect the Value of the US Dollar. However, many of these factors are common knowledge, and, thus, it can be difficult to gain a competitive advantage over other traders who have access to the same information. After all, when certain closely-watched economic indicators are released, the markets react almost instantaneously, making it difficult for the average retail investor to squeeze out a profit.

How to Profit from America’s Largest Beef Recall

By: Ian Cooper

Risk or no risk to human health, news of the largest meat recall in history is sure to turn stomachs, wreaking havoc on meat manufacturers, distributors, retailers, and carnivorous consumers alike. Unfortunately, as my vegan friends have told me, we may not have seen the last of recalls and the horror stories.

How Efficient Energy Sources Produce More, Using Less

By Nick Hodge

I've written several times about investing in energy efficiency, and how doing more with the same amount of energy is cleaner, greener and cheaper than generating more power--no matter the source.

We've seen some good investment opportunities coming out of this space lately, and I'll get to those in a moment. First, I'd like to illustrate why energy efficiency makes so much sense, as well as describe some of the technologies being developed to use energy more wisely.

Biotech start-ups represent the engine for creating value around scientific results: since 2004, in Italy, the Discovery initiative helps the researchers to become entrepreneurs. With some very interesting results...

In life sciences successful companies are those in which innovation capability and efficiency in R&D are coupled with strong management skills: a lesson that Bioindustry Park Canavese, a science park located in the North-West of Italy, learned well and applied through its Discovery Initiative.

For the entire article, click here.

Investing in BIPV Companies

By Nick Hodge

There's been growing clamor lately about BIPV companies and BIPV Stocks. Which technology is the best? Which company should be invested in? And, for some, what is BIPV?

Let's try to clear this mess up.

Remember the glossy, informative corporate annual report? Blame its demise, says JAMES PETHOKOUKIS, on cost-cutting and Sarbanes-Oxley.

By James Pethokoukis, The American

Back in the age of Thick, Glossy Paper—an era which reached its zenith in the 1990s right along with technology stocks—the best corporate annual reports were lit­tle four-color financial masterpieces, expertly weaving photos and charts and loads of financial stats into a pleasing whole that was part pro­paganda, to be sure, but also a comprehensive analysis of a company’s business, competitors, and prospects. But have you checked out an annual report lately? Too often it’s an ugly, mini­malist thing called a “10-K wrap,” really nothing more than an artless data dump written for SEC lawyers. A wrap is about as investor-friendly as a shareholder meeting in Antarctica. And the cheap paper it’s printed on might not make the grade in the loo at corporate headquarters.

A Veritable Shift in Energy Use

If you follow green headlines at all, it was difficult to miss the recent articles about Intel’s dominance of the EPA Green Power Partners program.

According to the EPA’s website, "The Green Power Partnership works with a wide variety of leading organizations--from Fortune 500 companies to local, state and federal governments, and a growing number of colleges and universities."

The program is essentially a brilliant public relations scheme. Companies, schools and governments that purchase renewable energy can sign up to become a green power partner, and in turn they receive national recognition--all while helping the environment and their bottom line.

Location: Renaissance Esmeralda Resort & Spa, 44-400 Indian Wells Lane , Palm Springs , CA -92210-8708
Phone:760-773-4444

The Leading Gathering for Corporate Investors and Business Development Executives Focusing on New Innovative Technologies, Corporate Venturing Programs, M&A, Emerging Markets, Deal Syndication and Strategic Partnerships with Entrepreneurs and Growth Companies

Official Site

A Silver Lining to Solar

By Nick Hodge

Solar stocks may go down in the short-term. There, I said it.

With that out of the way, let’s analyze how lingering recession fears and an arsenal of overpriced solar stocks in a recession could provide savvy investors with a huge long-term upside.

The solar market, as a whole, has been on a joyride for the past year or so, with many stocks gaining value in the face of lackluster earnings and, in some cases, with lackluster products.

It seemed any company with solar or sun in the name was a sure bet. But now, all bets are off.

This year will undoubtedly turn out to be a transitional year for the solar industry. It will be the year when clear winners are chosen and losers are exiled.

By: Ken Schachter, Red Herring

U.S. venture capital funding continued its four-year upswing in 2007 to $29.4 billion propelled by record infusions into clean technology and life sciences, according to a survey.

The MoneyTree Report by PricewaterhouseCoopers and the National Venture Capital Association found that while the number of venture deals rose 5 percent to 3,813, the dollars invested climbed almost 11 percent compared with a year ago.

Venture capitalists who participated in a conference call for the report's release warned that a constricting initial public offering market could limit exit options in 2008.

The Zangani Investor Community is proud to present Pharma Finance 2008 scheduled for May 22-23, 2008 (Thursday and Friday), in Roma, Italy.

Pharma Finance 2008 features Investment Funds, Multinational/European Pharma Companies, as well as multiple Research Centers participating in the Conference, to offer a three-dimensional view of the European markets and further enhance our presenting companies’ attendance.

Due to the time-frame and agendas of our sponsors and participants, we must limit our number of presenting companies to 24 (twenty-four). Please contact the Zangani Investor Community via our website or e-mail, as seen on the bottom of this page.

By: Doug Hughes

1/16/2008
We have reopened the newsletter due to the bank stock crash for 2008:
Today CITI bank reported their biggest loss in 192 years. That about says it all.

By Nick Hodge

Well, it’s official. It’s now kosher to discuss how partisanship will affect different sectors of the market in the face of an election year.

It all started on January 4, when Reuters ran a story entitled, “Energy Crisis? Not on U.S. Campaign Trail.”

That article called the energy crisis an “800-pound gorilla,” despite the scant attention it’s received thus far on the road to the White House. Going further, it claimed energy could “be one of the most pressing issues facing the next winner of the Oval Office.”

Roche Invests 430 Million Swiss Francs at Sites in Germany and Switzerland Centres for the Research, Development, Production and Filling of Innovative Biopharmaceuticals to be Expanded

BASEL, Swizterland, Jan. 18, 2008--Roche has approved extensive investment plans for its Penzberg, Mannheim and Kaiseraugst sites. Around 280 million Swiss francs will be invested in expanding biotech drug research and development activities at Penzberg. This decision will ensure that the company's own value added chain is exploited to its full potential in the development and production of biopharmaceuticals mainly for oncology applications.

A total of some 150 million francs will be invested at Mannheim and Kaiseraugst in expanding modern syringe filling capacities for drugs such as Mircera, Pegasys or Actemra.

By Nick Hodge

Everyone Pays, You Profit

It’s been some time--over two months--since we discussed the water industry, and I figured it was time we dove back into it.

Right now, there’s a story erupting in California that brings increased validity to what I’ve been telling you would happen to the world’s supply of freshwater. It’s disappearing.

In California, just inland from the San Francisco Bay, the Sacramento Delta is facing increased pressure to remain the state’s natural purifier of water. It’s where the freshwater from California’s rivers meets the salinity of the Pacific Ocean, and where more than 55% of Californians get at least some of their drinking water.