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December 2004
(v04-n11) |
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- Main Story
- pgs. 1-10 Trends in Targeted Therapies
- Macro Market Commentary
- pgs. 11-14
- Research Commentary
- pg. 15-16
- Biotech Monthly Coverage Update
- pg. 17-31
- NIBM Model Portfolio
- pg. 32
- (Full outline below...)
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This month's Biotech Monthly
explores the concept of intermediate markers of drug activity and the
way they will change the way drugs are developed, regulated, and sold.
This topic builds upon the June 2004 issue of Biotech Monthly
which introduced to Wall Street the idea the era of blockbuster drugs
were at an end and the era of personalized medicine was dawning. |
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| The second half of this
decade will be dominated by the rise of personalized therapies and will
be a time of often painful transition for the drug industry. This Main
Story offers important insight in how intermediate markers will play an
important role in this transition. |
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 - Trends in Targeted
Therapies
- Introduction
- Disclosures
- Investment Case
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Intermediate Markers
- Definition
- Examples of intermediate
markers
- Aphton
- Medarex
- Dendreon
- Side effects as intermediate
markers
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Scientific rationale
- Side bar:
Type One versus Type Two errors
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- Clinical
rationale
- Drug
development and clinical trials
- Trial design
- Drug approval
- Expert fiddlers
- Ongoing
developments
- Macro Market Commentary - "Thank
yous, updates, & prognostications"
Research Commentary - "Theft and other
unpleasantries"
Biotech Monthly Coverage Updates
- Sonus
- Investment case
- ID Biomedical
- Fluviral deal revisited
- Fluviral contribution projections
- Table: Fluviral contribution
assumptions
- Table: 2005-2014 Fluviral revenue
contributions
- 2005 Fluviral approval
- Investment case
- Indevus
- Leaving the state of "Show Me"
- Enablex versus Sanctura
- IP-751
- Corcept
- Discovery Labs
- Table: Discovery Labs timelines
- Aphton
- Cortex
- Dendreon
- Genta
- Introgen
- ZymoGenetics
- TACI-ig
- IL-21
- rhThrombin
- Preclinical
- Table: ZymoGenetics milestones
- Nabi
- Adolor
- Alteon
- Timelines
- Table: Alteon milestones
- Safety
- Investment case
NIBM Model Portfolio Performance |
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