See the complete outline below.

 

This is a special issue of our newsletter. We provide detailed updates on all the companies currently in our Model Portfolio. Weighing in at 59 pages, this is by far the largest issue we have ever done. The content goes beyond updates, however. We spoke with all but two management teams for the purpose of this issue and we learned some fascinating things.

1. You are in a room with your peers from the other companies in our Model Portfolio. The audience will invest in only one company. Give me two or three reasons why it should be your company.
2. What is the most important strategic decision you’ve made in the last year?
3. What needs to happen in the industry or in the market to increase biotechnology company valuations?
4. What are you doing between now and the end of the year to increase your company’s market cap?
5. Does any member of the executive team currently have a hedge, collar, or similar position on your company's stock or stock options?

Find out what your CEO will be doing to increase shareholder value this year (Question 4).

Discover which top two executives of one of the companies listed below made nearly $10 million hedging their own company's stock -- and didn't disclose it in their 10-K or 10-Q filings (Question 5).

Learn what eleven top biotech executives think is wrong with their industry and how to fix it (Question 3).

Subscriber direct access

Introduction

About the format

Order matters

The 'Five Questions'

1 - ID Biomedical (IDBE)

Disclosure

 

A winner

Table: ID Biomedical Timelines

 

THE nasal flu vaccine

Challenge study

      Table: FluMist AV003 challenge study results

Partnership

FluINsure timelines

 

Table: ID Biomedical Biotech Monthly Publication History

May 2002 Main Story (15 pages)

Seven updates

 

Other Products

StreptAvax

Mystery vaccine

Allergy vaccine

Investment Case

Five Questions

2 - Dendreon (DNDN) pp. 8-12

 

Disclosure

 

Standing amongst the wreckage

Table: Dendreon Timelines

 

Provenge reborn

Partner

PROTECT (P-11)

Provenge focused

 

Table: Dendreon Biotech Monthly Publication History

November 2001 Main Story (25 pages)

Thirty-three updates

 

Mylovenge

APC 8024

Monoclonal antibodies

Investment Case

Five Questions

3 - Indevus (IDEV) pp.13-17

 

Disclosure

 

Unrecognized value

Table: Indevus Timelines

 

Trospium

Trial results

Manufacturing cloud

Partner

Timing

 

Pagoclone

Where from here?

CT-3

Citocoline

Dersalazine

 

Table: Indevus Biotech Monthly Publication History

February 2002 Main Story (12 pages)

Nine updates

Investment Case

Five Questions

4 - Genta (GNTA) pp. 18-23

 

Disclosure

 

Duck! It's a battleground!

Table: Genta Timelines

 

Genasense

Current pivotal trials

The Big Five

 

Ganite

Where from here?

 

Table: Genta Biotech Monthly Publication History

March 2002 Main Story (15 pages)

Thirty-three updates

Beyond Genasense

Organization

Upcoming Events

Table: Selected ASH 2002 Abstracts & Posters

 

Investment Case

Five Questions

5 - Alteon (AMEX:ALT) pp. 24-27

 

Disclosure

 

Restoring old hearts

Table: Alteon Timelines

 

ALT-711

Trial changes

 

ALT-744

 

ALT-946

 

Partnership

When

How Much

 

Table: Alteon Biotech Monthly Publication History

July 2002 Main Story (16 pages)

Five updates

 

Investment Case

Five Questions

6 - Seattle Genetics (SGEN) pp. 28-31

 

Disclosure

 

Young, smart, focused

Table: Seattle Genetics Timelines

 

Product Updates

SGN-14

SGN-30

SGN-15

SGN-25 and SGN-35

 

Table: Seattle Genetics Biotech Monthly Publication History

June 2002 Main Story (14 pages)

Three updates

 

Investment Case

Five Questions

7 - Esperion (ESPR) pp. 32-35

 

Disclosure

 

Huge market, experienced team

Table: Esperion Timelines

 

Products for fatty people

ETC-588 (LUV)

ETC-642 (RLT peptide)

ETC-216 (AIM)

ESP-31015 (Oral small molecule)

ETC-276

 

Table: Esperion Biotech Monthly Publication History

April 2002 Main Story (16 pages)

Seven updates

 

Partnerships

 

Investment Case

Five Questions

8 - PAREXEL (PRXL) pp. 36-39

 

Disclosure

 

Profitable picks and shovels

 

About PAREXEL

Concentration

Margins

Development programs

 

Table: PAREXEL Biotech Monthly Publication History

January 2002 Main Story (23 page industry review)

Nine updates

 

Investment Case

Five Questions

9 - Discovery Labs (DSCO) pp. 40-42

 

Disclosure

 

Coating your lungs is a good thing

Table: Discovery Labs

About the last issue

50,000 foot level

 

Table: Discovery Labs Biotech Monthly Publication History

September 2002 Main Story (9 pages)

 

CollaGenex deal

 

Investment Case

Five Questions

10 - Targeted Genetics (TGEN)

 

Disclosure

 

Plugging away at gene therapy

Table: Targeted Genetics Timelines

 

Cystic Fibrosis

 

Other products

E1A program

AIDS vaccine, hemophilia, and rheumatoid arthritis

 

Elan

 

CellExSys

 

Table: Targeted Genetics Biotech Monthly Publication History

December 2001 Main Story (24 pages)

Seventeen updates

 

Investment Case

Five Questions

11 - AltaRex (TSE:AXO) pp. 46-48

 

Disclosure

 

Sad story

Table: AltaRex Timelines

 

OvaRex at United

 

Other products

Table: AltaRex product pipeline

 

What's left for AltaRex?

 

Table: AltaRex Biotech Monthly Publication History

February 2002 Main Story (7 pages)

Ten updates

 

Investment Case

Five Questions

12 - Nabi (NABI) pp. 49-51

 

Disclosure

 

Are we there yet?

Table: Nabi Timelines

 

StaphVAX

 

NicVAX

 

Civacir

 

Table: Nabi Biotech Monthly Publication History

Debut Issue 2001 Introduction

Thirteen updates

 

Investment Case

Five Questions

13 - Titan Pharmaceuticals (AMEX:TTP) pp. 52

 

Disclosure

 

An interesting story

 

Shocking disclosure

 

Fallout

 

Product review

Iloperidone

Spheramine

Pivanex

CeaVac

 

Table: Titan Pharmaceuticals Biotech Monthly Publication History

Debut Issue 2001 Main Story (23 pages)

Seventeen updates

 

Investment Case

Five Questions

Macro Market Commentary

Finally, an incoming tide

 

NIBM Model Portfolio Performance