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July 2005
(v05-n07) |
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- Main Story - Zadaxin Partly
Unmasked
- pgs. 1-15
- Macro Market Commentary
- pgs. 16-19
- BSR Coverage Universe Update
- pg. 20-28
- Biotech Sector Short Interest
Report - pg. 29
- BSR
Model Portfolio - pg. 30
- (Full outline below...)
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This month's
Biotech Monthly explores in greater detail the mechanism
of action of Zadaxin, the immunomodulator in clinical trials for
SciClone (SCLN). The article serves as a great introduction to the
adaptive and innate immune systems. |
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| We also examine the science
behind toll-like receptors, one of the hottest areas of research that
might revolutionize the way we treat cancer, arthritis, and inflammatory
disease. |
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 - Zadaxin Partly Unmasked
(SciClone - SCLN)
- Introduction
- Disclosures
- Investment case
- Quick
Review
- The
Immune System
- Adaptive immune system
- Humoral immunity
- Cellular immunity
- Adaptive immunity falls short
- Innate immune system
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Introduction to toll-like receptors
- How do toll-like receptors
work
- Table: Currently recognized
toll-like receptors
- Toll-like receptor functions
- Bridge to adaptive immunity
- TLR signaling: The example of
nuclear factor kappa-beta
- NF kappa beta therapeutic
implications
- Benefits of toll-lie receptors
- Table: Short list of benefits
of toll-like receptors
- Commercial science
applications
- Autoimmune Disease
- Other applications
- The way
of Zadaxin
- Figure: TLR2/TLR4 cascade
- Unique activator of TRAF6 pathway
- Final remarks
- Glossary (4 pages)
- Macro Market Commentary - "Betting
on generics"
Biotech Monthly Coverage Updates
- Indevus
- ID Biomedical
- Onyx Pharma
- SciClone
- Seattle Genetics
- Sloppy analyst work
- Three-way analysis
- Cox regression analysis
- A note on pooling data
- Three-way analysis - What we KNOW
- Table: What we KNOW
- Three-way analysis - What we PREDICT
- Table: What we PREDICT
- Regulatory approach
- FDA threshold for approval
- Investment case
- Adolor
- Discovery Labs
- Forbes Medi-Tech
- Introgen
- Nabi Biopharma
- Oncolytics Biotech
- Seattle Genetics
- Sonus Pharma
- Targeted Genetics
- ZymoGenetics
- Cortex
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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