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 May 2003 (v03-n05)
Main Story - pgs. 1-18 Sonus Pharmaceuticals
Macro Market Commentary - pgs. 19-21
Biotech Monthly Coverage Update - pg. 22-24
NIBM Model Portfolio - pg. 25
(Full outline below...)

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While oncology companies are a significant part of our coverage, Sonus represents our first coverage of chemotherapy companies. Their lead product, TOCOSOL paclitaxel reduces the side effects of the best-selling chemotherapy drug while increasing efficacy.

We think the company story is compelling. This NIBM Newsletter issue contains brand new information about the company's regulatory plans and detailed efficacy and comparison data between TOCOSOL paclitaxel, Taxol, Taxotere, and generic paclitaxel from our review of hundreds of pages of journal articles, abstracts, and presentation posters.

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

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Main Story - Sonus
Introduction
Table: Basic Facts
Disclosures
Investment Case
Finances

History & baggage

TOCOSOL
TOCOSOL technology
Size matters
Vitamin E
PGP inhibitor too?
TOCOSOL paclitaxel
Paclitaxel
Why bother?
Achilles heel
All about the comparisons
A warning
Phase I trial
Table: Phase I response rate comparison
Sidebar: Chemotherapy dosing description
Phase II trials
Sidebar: Defining efficacy responses
Ovarian cancer
Table: Phase II ovarian cancer response rate comparison
Non-small cell lung cancer (NSCLC)
Table: Phase II NSCLC cancer response rate comparison
Bladder
Table: Phase II bladder cancer response rate comparison
Side effect comparison
Full page table: Side effect comparison chart
Analysis
What's next
505(b)(2)
Table: Pharmacokinetic data comparison
Bladder cancer
Nagging worries
Is it TOCOSOL or weekly dosing
Money in or out of oncologists' pockets?
Patient preference
Response vs. survival
This is not Taxol
Manufacturing
Competition
Cell Therapeutics' XYOTAX
American Pharma Products' ABI-007
Partnership
Other Products
TOCOSOL amiodarone (S-2646)
TOCOSOL camptothecin (S-9148)
Synthetic oxygen carrier/blood substitute (S-8184)

Table: Sonus Milestones

What Can Go Wrong

Macro Market Commentary - "Was that a bubble I heard bursting?"

Biotech Monthly Coverage Updates
Discovery Labs
Dendreon
Genta
Targeted Genetics
AltaRex
Seattle Genetics
 
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