Topics covered: Theranostics: Merger of Diagnostics and Drugs, Regulatory Reform & Reimbursements, Laboratory Developed Tests
Companies covered: Cerner Corporation (NASDAQ:CERN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Waters Corporation (NYSE:WAT), Thermo Fisher Scientific Inc (NYSE:TMO), Pharmaceutical Product Develop, MedcoHealth Solutions Inc., McKesson Corporation (NYSE:MCK), Life Technologies Corporation, Intel Corporation (NASDAQ:INTC), Illumina, Inc. (NASDAQ:ILMN), ICON plc (NASDAQ:ICLR), Express Scripts Holding Company (NASDAQ:ESRX), Covance Inc. (NYSE:CVD), Charles River Laboratories International, Inc. (NYSE:CRL), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A), CEPHEID (NASDAQ:CPHD), Bruker Corporation (NASDAQ:BRKR), Bio-Techne Corp (NASDAQ:TECH), Meridian Bioscience Inc. (NASDAQ:VIVO), SeraCare Life Sciences Inc., PAREXEL International Corporation (NASDAQ:PRXL), Kendle International Inc., EXACT Sciences Corporation (NASDAQ:EXAS), BioSpecifics Technologies Corp (NASDAQ:BSTC), Targacept, Inc. (NASDAQ:TRGT), Savient Pharmaceuticals Inc., Ardea Biosciences, Inc., Pfizer, Inc. (NYSE:PFE), PDL BioPharma, Inc. (NASDAQ:PDLI), Myriad Genetics, Inc. (NASDAQ:MYGN), Medivation, Inc. (NASDAQ:MDVN), King Pharmaceuticals Inc., GlaxoSmithKline PLC (NYSE:GSK), Dyax Corp. (NASDAQ:DYAX), Discovery Laboratories, Inc. (NASDAQ:DSCO), Dendreon Corp., Corcept Therapeutics Incorporated (NASDAQ:CORT), AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), AMAG Pharmaceuticals, Inc. (NASDAQ:AMAG), Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Amylin Pharmaceuticals Inc., Thoratec Corporation (NASDAQ:THOR), Qiagen N.V. (NASDAQ:QGEN), Medtronic, Inc. (NYSE:MDT), Luminex Corporation (NASDAQ:LMNX), Hologic, Inc. (NASDAQ:HOLX), GoPro, Inc. (NASDAQ:GPRO), Edwards Lifesciences Corporation (NYSE:EW), Beckman Coulter Inc., Array BioPharma Inc. (NASDAQ:ARRY), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), ZIOPHARM Oncology Inc (NASDAQ:ZIOP), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Sanofi (NYSE:SNY), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Onyx Pharmaceuticals Inc., OncoGenex Pharmaceuticals Inc. (NASDAQ:OGXI), Novartis AG (NYSE:NVS), Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA), MannKind Corporation (NASDAQ:MNKD), Eli Lilly and Company (NYSE:LLY), Human Genome Sciences Inc., GTx, Inc. (NASDAQ:GTXI), Exelixis, Inc. (NASDAQ:EXEL), NanoViricides, Inc. (NYSEAMERICAN:NNVC), Cleveland BioLabs, Inc. (NASDAQ:CBLI), BioTime, Inc. (AMEX:BTX), Loral Space and Communications, Inc. (NASDAQ:LORL), HealthSpring Inc., Ace Limited (NYSE:ACE), Genesis Energy, L.P. (NYSE:GEL), Chesapeake Energy Corporation (NYSE:CHK)
Topics covered: Uncertainty Around Health Care Reform, Pipeline Product Acquisition Through Corporate Mergers, Investment Ramifications of Biosimilars, Blockbuster Lineup of Patent Cliffs
Companies covered: Teva Pharmaceutical Industries Limited (NYSE:TEVA), Perrigo Company (NYSE:PRGO), Morgan Stanley (NYSE:MS), Johnson & Johnson (NYSE:JNJ), Genzyme Corp., Forest Laboratories Inc., Endo International plc (NASDAQ:ENDP), Abbott Laboratories (NYSE:ABT), Sequenom, Inc. (NASDAQ:SQNM), Myriad Genetics, Inc. (NASDAQ:MYGN), Luminex Corporation (NASDAQ:LMNX), Laboratory Corporation of America Holdings (NYSE:LH), Genomic Health, Inc. (NASDAQ:GHDX), Quest Diagnostics Incorporated (NYSE:DGX), Celgene Corporation (NASDAQ:CELG), Seattle Genetics, Inc. (NASDAQ:SGEN), Pharmacyclics, Inc. (NASDAQ:PCYC), Eli Lilly and Company (NYSE:LLY), Bristol-Myers Squibb Company (NYSE:BMY), Watson Pharmaceuticals Inc., Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP), Impax Laboratories, Inc. (NASDAQ:IPXL), PEPCO Holdings, Inc. (NYSE:POM), Adventrx Pharmaceuticals Inc., Pozen, Inc. (NASDAQ:POZN), Apricus Biosciences, Inc (NASDAQ:APRI), Enzo Biochem, Inc. (NYSE:ENZ), Cardiovascular Systems, Inc. (NASDAQ:CSII), Harvard Bioscience, Inc. (NASDAQ:HBIO)
Topics covered: Sustainable Investment Philosophy, Socially Responsible, Green, Environmental Investing, Alternative Investments
Companies covered: Akamai Technologies, Inc. (NASDAQ:AKAM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Edwards Lifesciences Corporation (NYSE:EW), Citigroup Inc. (NYSE:C), BP p.l.c. (NYSE:BP), U.S. Bancorp (NYSE:USB), Unit Corporation (NYSE:UNT), Tyco International plc (NYSE:TYC), M&T Bank Corporation (NYSE:MTB), Honda Motor Company, Ltd. (NYSE:HMC), Exterran Holdings, Inc. (NYSE:EXH), Encana Corporation (NYSE:ECA), Cardinal Health, Inc. (NYSE:CAH), Bristol-Myers Squibb Company (NYSE:BMY), Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), EOG Resources, Inc. (NYSE:EOG), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK)
Topics covered: Trends in Onshore Drilling and Frontier Exploration, Natural Gas Supply/Demand Imbalance, Increase in M&A in Gulf, Bifurcated Commodity Market, Aftermath of Gulf of Mexico Moratorium
Companies covered: Wisconsin Energy Corporation (NYSE:WEC), TECO Energy, Inc. (NYSE:TE), Scana Corporation (NYSE:SCG), RRI Energy, Inc., PPL Corporation (NYSE:PPL), PEPCO Holdings, Inc. (NYSE:POM), Paragon Offshore plc (NYSE:PGN), Northeast Utilities (NYSE:NU), NSTAR, Mirant Corporation, Maine & Maritimes Corp., Alliant Energy Corporation (NYSE:LNT), Great Plains Energy Inc (NYSE:GXP), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), El Paso Electric Company (NYSE:EE), Dynegy Inc. (NYSE:DYN), Dominion Energy, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Clean Energy Fuels Corp. (NASDAQ:CLNE), Westport Innovations Inc (NASDAQ:WPRT), Fuel Systems Solutions, Inc. (NASDAQ:FSYS), Cummins Inc. (NYSE:CMI), ADA-ES Inc., Arch Coal, Inc. (NYSE:ACI), Transocean Ltd. (NYSE:RIG), Pride International Inc., Noble Corporation (NYSE:NE), ENSCO plc (NYSE:ESV), BP p.l.c. (NYSE:BP), Atwood Oceanics, Inc. (NYSE:ATW), Aqua America, Inc. (NYSE:WTR)
Topics covered: Uptick in M&A, Replacement of Coal-Fired Power Plants, New Dividend Tax Rate Legislation, Growth for Pure-Play Alternative Energy Companies, Climate Change Regulatory and Political Uncertainty
Companies covered: Xcel Energy Inc. (NYSE:XEL), Wisconsin Energy Corporation (NYSE:WEC), Southern Company (The) (NYSE:SO), Paragon Offshore plc (NYSE:PGN), Public Service Enterprise Group Incorporated (NYSE:PEG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), Allegheny Energy Inc., American Electric Power Company, Inc. (NYSE:AEP), Codexis, Inc. (NASDAQ:CDXS), Cisco Systems, Inc. (NASDAQ:CSCO), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Oracle Corporation (NYSE:ORCL), Ormat Technologies, Inc. (NYSE:ORA), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), International Business Machines Corporation (NYSE:IBM), First Solar, Inc. (NASDAQ:FSLR), Energy Recovery, Inc. (NASDAQ:ERII), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), EXCO Resources NL (NYSE:XCO), Southwestern Energy Company (NYSE:SWN), Suncor Energy Inc. (NYSE:SU), Rosetta Resources Inc. (NASDAQ:ROSE), Pioneer Natural Resources Company (NYSE:PXD), Penn Virginia Corporation (NYSE:PVA), Newfield Exploration Company (NYSE:NFX), Forest Oil Corp., Comstock Resources, Inc. (NYSE:CRK), Cabot Oil & Gas Corporation (NYSE:COG), Atlas Energy, L.P. (NYSE:ATLS), Western Refining, Inc. (NYSE:WNR), Valero Energy Corporation (NYSE:VLO), Tesoro Corporation (NYSE:TSO), Sunoco LP (NYSE:SUN), Marathon Oil Corporation (NYSE:MRO), Holly Corp., Holly Energy Partners, L.P. (NYSE:HEP), Frontier Oil Corp., Blackstone Inc. (NYSE:BX), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Lsb Industries Inc. (NYSE:LXU), Headwaters Incorporated (NYSE:HW), Fuel Tech, Inc. (NASDAQ:FTEK), EnergySolutions, Inc, Darling Ingredients Inc. (NYSE:DAR), ADA-ES Inc., Valence Technology Inc., Satcon Technology Corporation, Quantum Fuel Systems Technologies Worldwide, Inc. (NASDAQ:QTWW), Johnson Controls, Inc. (NYSE:JCI), Ener1, Inc., General Electric Company (NYSE:GE), Altair Nanotechnologies, Inc., STEC, Inc., BTU International Inc., Rentech, Inc. (NASDAQ:RTK), American DG Energy Inc. (AMEX:ADGE), Pacific Ethanol, Inc. (NASDAQ:PEIX), ITC Holdings Corp. (NYSE:ITC), Enerplus Corporation (NYSE:ERF), Synthesis Energy Systems, Inc. (NASDAQ:SYMX)
