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October 2005
(v05-n10) |
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- Main Story - Alzheimer's
Disease
- pgs. 1-13
- Macro Market Commentary
- pgs. 14-15
- BSR
Coverage Update - pg.
16-24
- Biotech Sector Short Interest Report
- (coming soon!)
- BSR
Model Portfolio - pg. 25
- (Full outline below...)
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This month's Biotech Monthly
Main Story details the Alzheimer's Disease sub sector. by 2010, the
market for Alzheimer's Disease (AD) will be in excess of $4B. current
treatment focus on slowing the onset of the disease, but biotech and big
pharma have in their sights strategies to reduce existing symptoms. |
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| This Main Story covers the
potential market size, analyzes the state of the science of AD, examines
the science behind various treatment modalities, then surveys drugs in
development. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Main Story - Alzheimer's Disease
- Introduction
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Diagnosis
- Clinical research testing
- Cognitive measures
- Functional
- Global
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Pathology
- History of plaques and tangles
- Genetics
- Summary
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Development rationale
- Table: Rationale for drug
targets
- Inflammation
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Treatments
- Table: AD drugs in development -
USA
- The ideal drug
- Acetylcholinesterase inhibitors
- Table: comparison of approved
drugs
- NMDA antagonist: Namenda
- Anti beta-amyloid plaque drugs
- Anti-inflammatory agents
- Notes on other Phase III drugs
- BSR-covered companies
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- Summary
- Small steps
- Well-controlled trials
- Watch the side effects
- Early development, schmirley
development
- Labels
- Nuances
- Failure will be common
- Yeah, but someone will get rich
- Macro Market Commentary - "Lucky
Seven"
Biotech Monthly Coverage Updates
- BioMarin
- Cypress Bioscience
- Dendreon
- Table: Paris presentation expected
parameters
- Investment case
- Forbes Medi-Tech
- Genta
- ID Biomedical
- Introgen
- Medarex
- MEDI-545 (MDX-1103, Lupus)
- MEX-1301 - antrhax
- MDX-066 - C. difficile diarrhea
- Investment case
- Nabi Biopharma
- Oncolytics Biotech
- Investment case
- Sonus Pharma
- Investment case
- Targeted Genetics
- Valentis
- ZymoGenetics
- Discovery Labs
- The net profitability question
- Premium pricing
- What we don't know about
manufacturing
- Dompe Farmaceutici
- Manufacturing Submission
- Corcept
- 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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