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June 2002 (v02-n06) |
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- Main Story
- pgs. 1-10 Alliance Pharmaceuticals (NASDAQ:ALLP)
- pgs. 11-24 Seattle Genetics (NASDAQ:SGEN)
- Macro Market Commentary - pgs. 25-26
- Recommended Readings - pg. 27
- NIBM Model Portfolio Updates - pgs. 28-30
- NIBM Model Portfolio - pg. 31
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| This month's Main Story is a two-parter. The
first part is on Alliance Pharmaceutical, a troubled company seeking to bring a synthetic
blood substitute to market. The second part is on Seattle Genetics, a newly minted company
with some fascinating monoclonal antibody technology. |
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| The following is an outline of this issue of
the NIBM Newsletter. |
Subscriber direct access |
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- Main Story Part One - Alliance Pharmaceutical
- Controversial Financing
- Table: Basic Facts
- Cash Situation
Imagent
- Table: Contrast Imaging Competitors
Oxygent
- Difficult History
- Doubly aggressive call backfires
- Side Bar: Hemodilution
- Why not apply in Europe?
- Moving Forward
- Deja vu all over again?
- Half life enough?
- Baxter Partnership
- Timelines
- Competition
- Reimbursement is king
- Northfield (PolyHeme)
- Biopure (Hemopure)
- Hemosol (Hemolink)
Table: Alliance Milestones
Conclusion
What can go wrong?
- Main Story Part Two - Seattle Genetics
- Table: Basic Facts
Monoclonal Antibodies (MAbs)
- MAb Basics
- Passive
- Immunotoxic
- Radioimmunotherapeutics
- Drug Conjugates
- Prodrugs
Products
- SGN-15
- The antigen
- Table: Lewis-y antigen cell/tissue expression
- Clinical studies
- Lemonade from lemons
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- SGN-10
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- SGN-30
- The antigen
- Table: CD30 antigen cell/tissue expression
- Clinical studies
- SGN-14 (PRO64553)
- The antigen
- Table: CD40 antigen cell/tissue expression
- SGN-25
- All about the linker
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- SGN-17/19
- Patent protection
- Antigen target
- Table: p97 antigen cell/tissue expression
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- SGN-35
Operations
- Alliances
- Table: Seattle Genetics' Licensing Affiliations
- Manufacturing
- Financing
Competitors
- Table: Competitive Examples
What can go wrong?
- Macro Market Commentary
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- Recommended Readings
- NIBM Model Portfolio and Updates
- Genta
- Table: Old enrollment dates
- Table: New enrollment dates
- Indevus
- Targeted Genetics
- Id Biomedical
- Esperion
- AltaRex
- Dendreon
- Titan Pharmaceuticals
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