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February 2005
(v05-n02) |
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- Main Story
- pgs. 1-8 Biotech Primer - Management
- Main Story
- pgs. 9-11 Biotech sector short interest
- Macro Market Commentary
- pgs. 12-16
- Biotech Monthly Coverage Update
- pg. 17-25
- BSR
Model Portfolio - pg. 26
- (Full outline below...)
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This month's Biotech Monthly
has a pair of Main Stories. The lead story is the first in an occasional
series of a biotech primer. The subject for this installment is our
views on what makes a good biotech management team. The secondary story
discusses short interest in the biotech sector. |
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| The short interest story
kicks off a regular feature to be seen in future issues of Biotech
Monthly. |
Subscriber direct access |
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| The following is an outline of this issue of
this Biotech Monthly newsletter. |
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- Main Story - Biotech Primer -
Management
- Introduction
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Evaluating biotech management
- BioMarin misacquisition of
Orapred
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Biotech management, good and bad
- Clear and decisive
- The Fruitcake Quotient
- Scientist as Executive
- Avoid starry eyes for pharma
starpower
- Execution, execution,
execution
- Not science, commercial
science
- Avoid excessive arrogance;
avoid egomaniacs
- Investor relations ≠ Public
relations
- Final
thoughts
- Main Story - Biotech sector short
interest
- Introduction
- Overall
short interest
- Graph: NASDAQ Biotech Index
short interest
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- Short
interest percentage
- Graph: NBI short interest as a
% of total NASDAQ short interest
- Short
interest and float
- Table: Top ten short interest as a
percentage of float
- Macro Market Commentary - "Snippets"
Biotech Monthly Coverage Updates
- ID Biomedical
- Fluviral in 2005
- Avian influenza
- Events
- Investment case
- Dendreon
- Filing strategy
- Data predicting
- Arm imbalances
- 9902b enrollment
- Partnership
- Investment case
- BioMarin
- Investment case
- Discovery Labs
- Forbes Medi-Tech
- Genta
- Investment case
- Indevus
- Introgen
- Medarex
- Investment case
- Onyx Pharma
- Seattle Genetics
- Sonus
- Investment case
- Targeted Genetics
- Valentis
- ZymoGenetics
NIBM Model Portfolio Performance |
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