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January
2006
(v06-n01) |
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- Main Story - Praecis
Pharmaceuticals (PRCS)
- pgs. 1-10
- Macro Market Commentary
- pgs. 11-12
- BSR
Coverage Update - pgs.
13-32
- Biotech Sector Short Interest Report
- pg. 33
- BSR
Model Portfolio - pg. 34
- (Full outline below...)
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This month's Biotech Monthly
Main Story takes an introductory look at Praecis (PRCS), a
company that has fallen on hard times after abandoning an approved
prostate cancer drug. The company was trading under cash when we
initiated coverage, frankly not deserving to be there. They have a
promising drug targeting the MetAp2 pathway in Phase I trials
(PPI-2458). Their crown-jewel, however, is their amazing Direct Select
technology. |
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| We think Direct Select will
revolutionize drug development. Yes, we know many have made that claim,
but take a look. We think you'll agree. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Main Story - Neurochem (NRMX)
- Introduction
- Table: Company statistics
-
Disclosures
Investment Case
- Amyloid
disorders
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- Plenaxis
- Plenaxis science
- Regulatory nightmare
- Sales debacle
- Plenaxis in the future
- Cash
situation
- Direct
Select
- BDS (Before Direct Select)
- ADS (After Direct Select)
- Validation
- Application
- Response
- Economics
- Will it get that far?
- Value contribution
- PPI-2458
- Science
- MetAp-2
- Clinical trial
- Trial halt
- Potential markets
- Conflicts with other meds
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Timelines
What can go wrong
- Macro Market Commentary - "Thoughts
on Leadership"
Biotech Monthly Coverage Updates
- BioMarin
- Cortex Pharmaceuticals
- Drug development
- Table: Development Timelines
- Strategy
- Investment case
- Corcept
- Table:Corcept Milestones
- Alzheimer's Disease
- ORG-34517
- The psychotic depression trials
- Table:Ongoing CORLUX pivotal trials
- The Zyprexa trial
- Investment case
- Cypress Bioscience
- Fibromyalgia syndrome
- Table: Milnacipran pivotal trials
for FS
- Obstructive sleep apnea
- Investment case
- Dendreon (7 pages)
- Forbes Medi-Tech
- Investment case
- Genta
- Investment case
- Introgen
- Medarex
- Investment case
- Nabi Biopharma
- Investment case
- Onyx Pharma
- Table:Sutent vs Nexavar
- Wild cards
- Investment case
- Seattle Genetics
- Targeted Genetics
- YM Biosciences
- ZymoGenetics
- Table: Thrombin-JMI surgical segment
penetration
- 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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