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May 2005
(v05-n05) |
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- Main Story
- pgs. 1-11 A crisis in clinical trials
- Macro Market Commentary
- pgs. 12-15
- Research Director's Rant
- pg. 16
- BSR Coverage Universe Update
- pg. 17-28
- Biotech Sector Short Interest
Report - pg. 29
- BSR
Model Portfolio - pg. 30
- (Full outline below...)
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This month's Biotech Monthly
Main Story discusses a crisis in clinical trial enrollment and trial
design. The problems with how we run clinical trials will affect every
development-stage biotech company and investors must take these
developments into account when determining which companies deserve to be
in their diversified biotech portfolios. |
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| Whether you are an investor
or someone who runs clinical trials for a living, we believe you'll find
this month's Main Story thought-provoking. |
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 - A Crisis in Clinical
Trials
- Introduction
- Investment case
- Scarce
patient resources
- Compromising patient care
- Solutions
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Betraying the trust
- Fiddling around the margins
- Trend towards placebo control
- Full approval?
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Cooperative group-think
- Taxotere and prostate cancer
- Neoadjuvant therapy
- Adjuvant therapy
- Duplicating the breast example
- Likely to fail
- Urologist view
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Acceptable side effects
- Foreign
effect
- Not enrolling who they think
- Protocol rigor
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Conclusions and take-aways
- Macro Market Commentary - "Rick
Wagoner, thanks for nothing"
Research Director's Commentary - "Smart
doctors, stupid 'religion'"
Biotech Monthly Coverage Updates
- Dendreon
- Taxotere effect
- Urologist perspective
- PSA
- Focus on side effects and
therapeutic index
- New therapies or better screening
tools?
- Provenge presence
- Investment case
- Indevus
- Onyx
- Introgen
- Head and Neck cancer review
- Concurrent chemotherapy + radiation
therapy (RT)
- Induction chemotherapy for local HNC
- Induction with taxane-based
therapies
- Table: Two Phase III taxane-based
induction chemotherapy trials
- Targeted therapies
- Summary
- BioMarin
- Alteon
- Investment case
- Table: Alteon Milestones
- Forbes Medi-Tech
- Nabi
- Investment Case
- Seattle Genetics
- Abstract 6581 - SGN-40
- Initial abstract comments
- Commentary after poster viewing
- Abstract 6601 - SGN-30
- Initial abstract comments
- Commentary after poster viewing
- Abstract 6572 - SGN-40
- Initial abstract comments
- Commentary after poster viewing
- Valentis
- 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
BSR Model Portfolio Performance |
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