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This month's Biotech Monthly
Main Story previews the American Society of Clinical Oncology Annual
Meeting from the perspective of the companies in our coverage universe.
We give you times, dates, and titles for key abstracts affecting the
companies we cover That's not all,
though. David's Macro Market Commentary dissects the macro market, goes
after ASCO for aiding and abetting illegal insider trading, and pulls no
punches in his criticism of the SEC's new Regulation SHO. |
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- Main Story - 2005 ASCO preview
- Introduction
- Genta
- Tables: ASCO abstract
information
- Discussion
- Seattle
Genetics
- Tables: ASCO abstract
information
- Discussion
- Sonus
Pharma
- Tables: ASCO abstract
information
- Discussion
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ZymoGenetics
- Tables: ASCO abstract
information
- Discussion
- Onyx
Pharma
- Tables: ASCO abstract
information
- Discussion
- Medarex
- Tables: ASCO abstract
information
- Discussion
- Dendreon
- Tables: ASCO abstract
information
- Discussion
- Cell
Therapeutics
- Tables: ASCO abstract
information
- Discussion
- Cell
Genesys
- Tables: ASCO abstract
information
- Discussion
- Pfizer
- Tables: ASCO abstract
information
- Discussion
- Macro Market Commentary - "Macro,
ASCO, & SHO, oh my!"
Biotech Monthly Coverage Updates
- Dendreon
- Preface
- Why now?
- Biostatistician
- Other analyses
- Format
- Methodology
- Tables
- Sidebar: Statistical terminology
- Assumptions
- 9902a survival
- 9902a patient demographics
- Questions 1-7 and 10-13
- Biostatistician
- BSR analysis
- Regulatory plan
- Hold on a moment
- 9902b
- Investment case
- Introgen
- Investment case
- Corcept
- Clinical Milestones
- Our reaction to a recent
anti-mifepristone presentation
- Adolor
- ID Biomedical
- SciClone
- Seattle Genetics
- Sonus
- Targeted Genetics
- Cell Therapeutics
- 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
BSR Model Portfolio Performance |
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