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March
2006
(v06-n03) |
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- Macro Market Commentary
- pgs. 1-6
- BSR
Coverage Update - pgs.
7-25
- Biotech Sector Short Interest
- pg. 26
- BSR
Model Portfolio - pg. 27
- (Full outline below...)
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March's Biotech Monthly doesn't debut any
new coverage, but we do have a breakdown on the action in the biotech
sector from the first quarter of 2006, predictions on where the sector
goes through the rest of 2006, and detailed updates on most of the 25
companies currently in our coverage universe. |
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| There is no formal Main
Story in this issue, but we believe the Macro Market Commentary and the
content in the updates makes up for its absence. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Macro Market Commentary - "Pause or
Pullback
- Charts
- Shorts and Float
- Fundamentals
- FASB
- EU Merger Mania
- Elections
- Overall Macro Market
- Big gas gains
- Outlook
- Table: BSR Research Team travel
schedule
Biotech Monthly Coverage Updates
- Adolor
- Investment case
- BioMarin
- Table: Financing detail
- Table: Upcoming milestones
- Investment case
- Cortex Pharmaceuticals
- Investment case
- Dendreon
- CD-54
- CD-54 science
- Graphic: CD-54 role in T-cell
activation
- Dendreon manufacturing process
- Group answers
- FDA, medical community, & CD-54 data
- P-11 Quickie
- Table: Timelines
- Investment case
- Forbes Medi-Tech
- Investment case
- Genta
- Introgen
- Hana Biosciences
- Investment case
- Indevus
- Medarex
- Investment case
- Oncolytics Biotech
- Praecis
- Investment case
- Seattle Genetics
- SciClone
- Table: Summary results
- Sonus Pharma
- Table: TOCp paclitaxel
- Investment case
- Targeted Genetics
- Investment case
- Valentis
- Investment case
- YM Biosciences
- R&D Day Wednesday, April 5
- Zonagen
- Table: Company statistics
- Investment case
BSR Model Portfolio Performance |
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