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September 2004
(v04-n09) |
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- Main Story
- pgs. 1-19 Corcept Therapeutics
- Macro Market Commentary
- pgs. 20-23
- Research Director
Commentary - pgs. 24-26
- Biotech Monthly Coverage Update
- pg. 27-33
- NIBM Model Portfolio
- pg. 34
- (Full outline below...)
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We first mentioned
Corcept Therapeutics (CORT) in a sidebar of our
September 2002 Newsletter. CORLUX™
(generic name: mifepristone) is also known as RU-486 (the abortion pill)
and Corcept holds the use patents for psychotic depression. Corcept was
seeing initial success in using mifepristone as a novel treatment for
psychotically depressed patients. |
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| With a small market cap and
advanced clinical data, this company becomes an interesting investment
play. |
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 - Corcept Therapeutics (CORT)
- Introduction
- Table: Basic facts on Corcept
- Disclosures
- Investment Case
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Product Development
- Market
characteristics
- Table: Basic demographics
about depression
- Market penetration
- CORLUX vs. RU-486
- Alzheimer's disease
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Commercial science primer
- Cortisol &
Glucocortocoid receptors
- Circular feedback mechanism
- Figure: Cortisol feedback loop
- Table: Glucocorticoid receptor
types
- Psychotic major depressions &
cortisol levels
- Figure: Cortisol levels:
Normal controls
- Figure: Cortisol levels:
Normal vs. PMD patients
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- CORLUX
treatment
- Existing treatments
- Medication cocktail
- Electroconvulsive therapy
- CORLUX ECT trials
- Table: Completed Phase III
Trials
- CORLUX 07/06 pivotal trials
- Table: CORLUX pivotal trial
summary
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Alzheimer's Disease
- Table: Roussel Pilot Study
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- Other
trials, indications, & drugs
- Major depression with
psychotic features
- Alzheimer's
- Bipolar disorder
- Post-traumatic stress disorder
- Other GR-II antagonists
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Intellectual property
- Table: Selected patent
portfolio
- Intellectual property risks
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Licensing agreements & collaborations
- Table: Collaborative
agreements
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Competitive profile
- Table: Neurological platform
pioneers
What Can Go Wrong
Table: Corcept selected
Milestones
- Macro Market Commentary -
"A sinking feeling"
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- Research Commentary -
"Biotech Industry Scenario: Niches to Riches"
Biotech Monthly Coverage Updates
- Dendreon
- Discovery Labs
- Indevus
- Valentis
- ZymoGenetics
- ID Biomedical
- Seattle Genetics
- Aphton
- Alteon
- Cortex
- Medarex
- Genta
- Forbes Medi-Tech
- Adolor
NIBM Model Portfolio Performance |
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