|
November 2002 (v02-n11) |
|
- Main Story - pgs. 1-14 ZymoGenetics
- Macro Market Commentary - pgs. 15
- Recommended Readings - pg. 16
- NIBM Model Portfolio Updates - pg. 17-21
- NIBM Model Portfolio - pg. 22
- (Full outline below...)
|
 |
|
| This month's Main Story is a brief exploration
of ZymoGenetics (NASDAQ:ZGEN). Zymo is one of the country's oldest
biotechnology companies. Their R&D team is responsible for products with annual sales
of nearly $3 billion, but they've only been public for about a year and their market cap
is less than $400 million. To understand this disconnect, learn the science behind their
products, and discover their promising pipeline, read this edition of our newsletter. |
 |
|
| The following is an outline of this issue of
the NIBM Newsletter. |
Subscriber direct access |
|
| |
|
|
- Main Story - ZymoGenetics
- Introduction
- Table: Basic Facts
- Disclosures
- Investment thesis
- Writing and research credits
-
- Novo Nordisk Detour
- Table: Zymo-developed Novo Nordisk products
- Novo royalties
- Table: Other Zymo-developed products on the market
- Novo's hold on the pipeline
-
- Protein Science
- The basics
- What is a protein?
- The patent race
- The valuation problem
-
- Products
- Table: Zymo products
- Recombinant Factor XIII
- Blood coagulation
- The drug
- Clinical trials
- Table: rhF13 uses
- F13 in inflammatory
bowel disease
- F13 in Graft versus
Host Disease
- Sales and manufacturing
- Recombinant human thrombin
- TACI-ig
- The science
- Diseases
- The drug
- Partner
- Competition
- IL-21
Management and Operations
What Can Go Wrong
Macro Market Commentary
Recommended Readings
- NIBM Model Portfolio and Updates
- Dendreon
- Genta
- Indevus
- Seattle Genetics
- Indevus
- ID Biomedical
- Nabi
- AltaRex
- Targeted Genetics
|
|
|
| |
|
|
 |
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
