Long ahead of earnings this week. This beaten down healthcare stock could ‘pop’ given its balance sheet, and competitive advantage as a high-growth blood regeneration company. Immucor is a $1.8 billion dollar company that has $90 million in cash and zero debt on its balance sheet. Immucor, which develops and manufactures blood typing reagents used by various hospitals and blood banks worldwide, has seen a huge explosion in business since 2003. Since 2003, net income went from just $15 million to over $60 million in 2007, while gross margins ballooned from 56.8% in 2003, to 70.5% in 2007. Revenues have more than doubled, tailing in at just $99 million in 2003 to over $225 million in 2007. Immucor, whose slogan is “I love blood”, seems like a likely target from Johnson & Johnson (JNJ), who just completed their takeover of Omrix Biopharmaceuticals, which makes liquid sealants used to control bleeding during surgery. Immucor which just reported its best quarter since it was first founded in 1982, beat analyst estimates by 5 cents per share, as it reported 1Q09 earnings of 29 cents per share. Sales rose 15% year-over-year to $73.2 million

First let me preference this by saying that I have no idea where this stock is going---but here is an overview on why shares of Dendreon rallied almost 40 percent on 10x normal trading volume on Friday. On Friday, Dendreon received a ‘late-breaker’ presentation slot for the Provenge study at the American Urological Association annual meeting, April 25-30. A ‘late-breaker’ presentation at a medical meeting usually involves high profile studies, or ones of particular interest to the medical profession. Dendreon, is in the process of completing a late-stage phase III study including more than 500 men with late-stage prostate cancer who have not benefited from drugs that sharply lower testosterone. The company is banking on Provenge, which may be the first cellular immunotherapy drug for men with prostate cancer. That said, selection of studies as a late breaker is no indication whether the data will be positive or negative.

Aloca (AA): Aloca is one of the world’s largest aluminum producers accounting for almost 40 percent of the worlds aluminum produced. For the full-year 2008, Aloca earned $30.7 billion dollars in net revenue with a 15.5 percent EBITDA margin. Sales were broken down by region as follows: 55 percent came from the United States, 25 percent came from Europe, 14 percent came from Asia Pacific, and 6 percent came from other regions of the world. 2008 revenue by industry was as follows: 25 percent for direct primary use, 10 percent was turned and used into alumina, 16 percent for packaging related goods, 14 percent for industrial goods, 14 percent for aerospace, 9 percent for automobiles, and 5 percent from transit.

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