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October 2004
(v04-n10) |
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- Main Story
- pgs. 1-12 BioMarin Pharmaceuticals
- Macro Market Commentary
- pgs. 13-18
- Research Director
Commentary - pgs. 19-22
- Biotech Monthly Coverage Update
- pg. 23-31
- NIBM Model Portfolio
- pg. 32
- (Full outline below...)
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BioMarin (BMRN) is an interesting
company focusing on orphan diseases for the pediatric market. They
recently acquired another company, picking up a marketed drug and a
pediatric sales force. Management turnover and nearly resolved problems
in the acquisition have pushed BioMarin's stock price lower. |
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| With news in the near-term,
a market cap barely above cash, and a new management team, BioMarin is
deserving of exploration. |
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 - BioMarin Pharmaceuticals (BMRN)
- Introduction
- Table: Basic facts on BioMarin
- Disclosures
- Investment Case
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Acquisition of Ascent Pediatrics
- Table:
Payment schedule
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- Target
Indications
- MPS (Mucopolysaccharidosis)
- PKU (phenylketonuria)
- Table: Targeted Pediatric
Diseases
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- Clinical
Development
- Table: Product pipeline
- Table: Product development
tactics
- Aldurazyme
- Orapred
- Aryplase
- Phenoptin
- Phenylase
- Vibrilase
What Can Go Wrong
Table: BioMarin selected
Milestones
- Macro Market Commentary -
"Another pivot point for biotech"
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- Research Commentary -
"Random Thoughts from our Research Director"
Biotech Monthly Coverage Updates
- Dendreon (we note this was
written prior to the news on 10/28)
- 9901 data
- Partnership agreement
- Completion of 9902b enrollment
- Taxotere
- Used mosaic info
- Bear case
- Investment Case
- Alteon
- Aphton
- Corcept
- Discovery Labs
- Genta
- ID Biomedical
- Table: Fluviral benefit matrix
- Indevus
- Aminocandin
- Investment Case
- Introgen
- Nabi
- Onyx
- Investment Case
- Pharmos
- Sonus
- Targeted Genetics
- Valentis
- ZymoGenetics
NIBM Model Portfolio Performance |
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