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June 2004
(v04-n06) |
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- Main Story
- pgs. 1-9 ASCO 2004 - Oncologists "discover" targeted therapy
- Macro Market Commentary
- pgs. 10-15
- Research
Commentary - pgs. 16-17
- Biotech Monthly Coverage Update
- pg. 18-47
- NIBM Model Portfolio
- pg. 48
- (Full outline below...)
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The difference between
the American Society of Clinical Oncology meetings from year to year is
usually a matter of degree. Not in 2004. Oncologists "discovered"
targeted cancer therapies at this conference, moving towards a specific
kind of personalized therapy. This will reverberate throughout the
investment community. |
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| This is an important change
that, among other things, means the death of the blockbuster cancer drug
and the dawn of a new era in the treatment of cancer. |
Subscriber direct access |
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| In this issue,
we outline how this shift in the oncology profession affects both
patients and your prospects for investing in cancer companies. We add
almost 30 pages of updates on the companies in our coverage universe,
with particular attention to those companies who have products for the
treatment of cancer. |
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| The following is an outline of this issue of
the NIBM Newsletter. |
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- Main Story - ASCO 2004 - Oncologists
'discover' targeted therapy
- Introduction
- Disclosures
- Investment Case
- What do
we mean by "discover"
- Iressa
trigger
- Pick your favorite
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- Implications for the treatment
of cancer
- Genetic-level testing for each
patient
- Higher
medical bills
- Much, much better efficacy
- Center-ization of cancer
treatment
- Next trends
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Implications for investments
- The birth of
the blockbuster platform
- Personalized medicine a
reality
- Sales forecasting
- Overestimating target
prevalence
- Expression versus
overexpression
- Clinical trials and timelines
- Regulatory risk
- What's competitive and not
competitive
- Macro Market Commentary - "A
reality check for our Subscribers"
Research Commentary - "Why the biotech
market is so inefficient"
Biotech Monthly Coverage Updates
- Discovery Labs
- What is a CPAP device
- BPD is a costly syndrome
- Table: % of surviving infants by
birth weight and BPD definition
- The new BPD
- Table: Old vs. New BPD
- Inflammation and BPD
- The inflammatory cascade
- Surfactant treatment of BPD
- CPAP
- Summary
- Clarifying our position on the ARDS
trial
- Table: Important Milestones
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- SciClone
- Table: Zadaxin clinical development
- Immunostimulants: Clinical Trends
- What's wrong with existing
immunomodulators
- IL-21
- Table: IL-21 clinical development
- Pegylated Zadaxin
- Of mice and melanoma
- Improved patent protection
- Not a clinical slam dunk
- Research Design
- After-treatment follow-up
- L'Difference HBV et HCV
- Why doesn't Zadaxin have any notable
side effects
- The dirty drug hypothesis
- The William Tell effect
- Zadaxin clinical data
- What we think about the Zadaxin
portfolio of studies
- Genta in SciClone clothing?
- Or not...
- The make or break year of 2005
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- Dendreon
- 9902b trial tidbits
- Blockbuster platform
- ASCO wrap-up
- Abstract 3 - SWOG 99-16
- Table: SWOG 99-16 Taxotere +
prednisone vs. mitoxantrone + prednisone
- Abstract 4 - TAX327
- Table: TAX-327 arms
- Table: TAX-327 - Taxotere +
prednisone vs. mitoxantrone + prednisone
- GVAX
- Table: Dose ranges in GVAX Phase II
- Table: GVAX effect on ICTP disease
marker
- Table: GVAX effect on bone scans
- GVAX Phase III trials
- Why the GVAX discussions?
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- Indevus
- Seattle Genetics
- Table: Phase II SGN-15 + Taxotere
versus Taxotere
- Adjuvant opportunity
- Blockbuster platform
- Aphton
- Genta
- Introgen
- Medarex
- Targeted Genetics
- Alteon
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- Onyx Pharmaceuticals
- FDA backtracking
- Enrollment controversy
- Hypertension
- RCC oral presentation
- 9006 in melanoma - The Royal Mardsen
experience
- 9006 in melanoma Phase I/II
- 9906 hypertension abstract
- Sonus
- Abraxane
- Xyotax
- Market dominance
- Side effect comparison
- Investment case
- Table: Side effect comparison
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NIBM Model Portfolio Performance |
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