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April 2003 (v03-n04) |
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- Main Story - pgs. 1-11 SciClone
- Macro Market Commentary - pgs. 12-15
- Biotech Monthly Coverage Update - pg. 16-21
- NIBM Model Portfolio - pg. 22
- (Full outline below...)
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| Hepatitis is one of the
largest and fastest growing therapeutic areas. Current treatments (interferon) are
exceptionally difficult to tolerate because of side-effects. Other antivirals simply stop
the replication of viruses, encouraging mutation. SciClone's Zadaxin is approved in nearly two-dozen countries for the
treatment of Hepatitis A & B. If its successful approval around the world can be
duplicated in the US, SciClone may well have a big hit on its hands. |
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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 - SciClone
- Introduction
- Table: Basic Facts
- Disclosures
- Investment Case
- Zadaxin
- Hepatitis therapy
- Table: Market size
- Hepatitis B virus (HBV)
- Hepatitis C virus (HBC)
- Interferon
- Ribavirin & Lamivudine
- Table: Marketed drugs (USA) for HBV and HBC
- Current clinical trials
- Prior clinical trials
- Table: EASL trial comparison table
- Oncology
- Malignant melanoma
- Hepatocellular carcinoma
- Table: Chinese study comparison
- SCV-07 & CPX
- SCV-07
- CPX
Corporate relationships
Table: SciClone Milestones
What Can Go Wrong
Macro Market Commentary
- Biotech Monthly Coverage Updates
- Genta
- Dendreon
- Targeted Genetics
- PAREXEL
- Indevus
- Table: Trospium, Detrol, Detrol LA comparison
- Esperion
- AltaRex
- Seattle Genetics
- Alteon
- Discovery Labs
- Adolor
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