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April 2004
(v04-n04) |
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- Main Story
- pgs. 1-9 Dendritic cell therapies - Part 2
- Macro Market Commentary
- pgs. 10-11
- Biotech Monthly Coverage Update
- pg. 12-22
- NIBM Model Portfolio
- pg. 23
- (Full outline below...)
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Last month we addressed
the basic science behind dendritic cell therapies. This issue we outline
three companies we believe solidify the scientific information we
presented last month.
In the coverage update
section, we also provide analysis of how the panel for the Genta ODAC
meeting is likely to vote on three questions we feel likely to come up
at the meeting. |
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| Our scope in this Main Story
is to focus on the basic science behind dendritic cell therapies and
illustrate what the investor is likely to encounter while doing due
diligence on their investments. |
Subscriber direct access |
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| The following is an outline of this issue of
the NIBM Newsletter. |
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- Main Story - Dendritic cell vaccines
-- Part 2
- Introduction
- Disclosures
- Investment Case
- Table: Dendritic cell vaccine
companies
- Dendreon
- Science
- Single antigen
- Antigen cassette
- Manufacturing
- Products
- Provenge
- APC-8024 (Neuvenge)
- Pipeline
- Table: Dendreon's dendritic
cell therapy pipeline
- Merix Bioscience
- Science/Manufacturing
- Products
- HIV/AIDS
- Cancer
- Infectious disease
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- Cell Genesys
- Science
- Products
- GVAX non-patient specific
- GVAX Bystander
- GVAX patient-specific
- Wrapping it up
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- Macro Market Commentary - "Which
Bubble is your Bubble"
Biotech Monthly Coverage Updates
- Genta (7 pages: ODAC vote
forecast)
- Iressa experience
- Table: Votes by panel members common
to Iressa & Genasense
- Lessons for Genasense
- Bexxar meeting
- Table: Votes by panel members common
to Iressa & Genasense
- Lessons for Genta
- December 2003 ODAC endpoints panel
- Likely panel questions from the FDA
- Table: Genasense
panel voting predictions
- Investment Case
- Risk/reward - do this at home!
- Table: Genta weighting portfolio
risk analysis
- Targeted Genetics
- Indevus
- ID Biomedical
- Discovery Labs
- Alteon
- ZymoGenetics
- Introgen
- Medarex
- SciClone
- Investment Case
NIBM Model Portfolio Performance |
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