|
March 2005
(v05-n03) |
|
- Main Story
- pgs. 1-29 Scanning the biotech sector for potential deals
- Macro Market Commentary
- pgs. 30-32
- Research Director Commentary
- pgs. 33-34
- Biotech Monthly Coverage Update
- pg. 35-40
- Biotech Sector Short Interest
- pg. 41
- BSR
Model Portfolio - pg.
42-45
- (Full outline below...)
|
 |
|
|
This month's Biotech Monthly
features a table listing nearly 150 biotechnology companies. We
summarize their marketed products (if any), the annual sales of those
products, and their marketing partners (if any). We also summarize their
pipeline products, including listing their indications, potential market
size, and partners (if any). |
 |
|
| With $109B in repatriated
cash coming back to nine large pharmaceutical companies this year, the
guide in this issue should give you a head start in determining which
biotech companies might be deal targets. |
Subscriber direct access |
|
| The following is an outline of this issue of
this Biotech Monthly newsletter. |
|
|
- Main Story - Scanning the biotech
sector for potential deals
- Introduction
-
Observations
- Limits to data
- Disclosures
- Table: Big pharma's available
repatriation dollars
- When already?
- BSR companies?
-
- Table
(23 pages) with the following columns:
- Column items
- Ticker
- Company
- Market Cap
- Shares Outstanding
- Short Interest
- Major Products on Market (if
any)
- Drug name
- 2004 sales
- Partner (if any)
- Top products in development
- Drug name
- Description
- Market potential
- Partner (if any)
- Final
thoughts
- Macro Market Commentary - "Automaker
debt drives biotech values?"
Research Director Commentary - "Does
Sample Size Matter?"
Biotech Monthly Coverage Updates
- Adolor
- Investment case
- Aphton
- Investment case
- SciClone
- Cortex
- Table: Basic facts term ending
December 31, 2004
- Highlights
- CX 516
- CX 717
- CX 727 and other compounds
- Partnerships
- Other issues
- Dendreon
- Investment case
- Forbes Medi-Tech
- ID Biomedical
- Investment case
- Indevus
- Investment case
- Biotech Sector Short Interest
- Chart: NASDAQ Biotech Index (NBI)
short interest (indexed)
- Chart: NBI short interest as a
percentage of total NASDAQ short interest
- Table: Top 15 NBI short interest as a
percentage of float
NIBM Model Portfolio Performance |
|
|
| |
|
|
 |
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
