Topics covered: Value Investing in Biotech and Pharmaceuticals, Regenerative Medicine, Ophthalmic Pharmaceuticals, Gene Therapies, Duchenne Muscular Dystrophy Treatments, Drugs for Liver Disease, Cancer Immunotherapy
Companies covered: Applied Genetic Technologies Corporation (NASDAQ:AGTC), Celgene Corporation (NASDAQ:CELG), Brainstorm Cell Therapeutics Inc. (NASDAQ:BCLI), bluebird bio, Inc. (NASDAQ:BLUE), Athersys, Inc. (NASDAQ:ATHX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Agenus Inc. (NASDAQ:AGEN), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Pfizer, Inc. (NYSE:PFE), Opexa Therapeutics, Inc. (NASDAQ:OPXA), Mylan Inc. (NASDAQ:MYL), Medivation, Inc. (NASDAQ:MDVN), Eli Lilly and Company (NYSE:LLY), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Inovio Pharmaceuticals, Inc. (NASDAQ:INO), Gilead Sciences, Inc. (NASDAQ:GILD), Mast Therapeutics, Inc. (AMEX:MSTX)