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 DEBUT ISSUE - October 2001 (v00-n00)
Main Story - pgs. 1-23 Titan Pharmaceuticals (AMEX:TTP)
Macro Market Commentary - pg. 24
News Briefs - pgs. 25-26
NIBM Model Portfolio & Updates - pgs. 27-30

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This month's Main Story is on the diversified biotech company Titan Pharmaceuticals. With drugs addressing oncology and central nervous system disorders, the company has an attractive and deep pipeline. Their major problem is management does not seem to be willing to ever advance development of a pipeline drug unless they can find someone else to pay for it.

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The following is an outline of this issue of the NIBM Newsletter.

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Main Story
Summary
Cash Position
Table - Basic Facts
Table - Product Pipeline
Product Pipeline
Business Model
Investment Case
Disclosure
Iloperidone
Table - Iloperidone indications and trials
Table - Worldwide antipsychotic market
Traditional antipsychotics
Atypical antipsychotics
The Phase III studies
Table: Competitive landscape for atypical antipsychotics
A problem
New pivotal studies
Table: new iloperidone pivotal trials
Iloperidone going forward
Spheramine
Table: Spheramine descriptions
Table: Parkinson's disease statistics
Table: Commercial Parkinson's treatment statistics
Cell implantation therapies
Table: Comparison of cell implantation therapies
Human fetal cells
Porcine fetal cells (Diacrin)
Human retinal pigment epithelial cells (Spheramine)
Concluding comments
Cancer Products
Table - Potential market for Titan products
Sidebar: Caveats for sizing potential markets
Cancer Immunotherapy
Sidebar: Immune system components
Titan's cancer vaccines
Sidebar: Lung cancer defined
Competitive landscape
Table: Titan's competitive landscape
CeaVac
Table: CeaVac details
TriAb
Table: TriAb details
TriAb + CeaVac
Table: TriAb + CeaVac details
Table Potential market indications
TriGem
Table: TriGem details
Small molecule cancer drugs
Pivanex
Table: Pivanex details
Early results point to clinical promise
Table: Other companies targeting bcl-2
Gallium Maltolate
Table: Gallium maltolate details
Table: IV gallium versus gallium maltolate
Preclinical Products
RB94
Table: RB94 details
ProNeura drug delivery system
Table: ProNeura details
Summary
Table: Important investor milestones
 
What Can Go Wrong
Macro Market Commentary
News Briefs
Market reaction to coated stent trial might energize device sector
AAV vector tenuously linked to cancer in mice
Imclone/Bristol pact might reboot biotech funding
NIBM Model Portfolio and Updates
Introducing the Model Portfolio members
Performance data
 
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