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May
2006
(v06-n05) |
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- Main Story - Inside Clinical Trials
- pgs. 1-15
- Macro Market Commentary
- pgs. 16-18
- Research Director's Rant
- pgs. 19-21
- BSR
Coverage Update - pgs.
22-34
- Biotech Sector Short Interest
- pg. 35
- BSR
Model Portfolio - pgs.
36-37
- (Full outline below...)
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May's Biotech Monthly takes a
peek inside the business of clinical trials. We examine how money and
the search for academic fame and power affect investors in
development-stage biotechnology companies. Working with real examples,
we project how companies can game the clinical trial system to keep a
leg up on their competitors. |
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| We also debut a brand new
format for Biotech Monthly that ought to make it easier to
read on the screen. Please tell us what you think of the new design. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Main Story - Inside Clinical Trials
- Introduction
Investment Case
- Data
- Academic centers vs. community
clinics
- Patient baseline health
- Patient motivation
- Quality of data generated
- Foreign influx
- Fame &
Power
- The pharmaceutical-university
complex
- The central problem
- Examples: Large study
paralysis
- Unusual business as usual
- University/academic center
involvement
- Money
- Clinical trial budget example
- How sites are paid
- How to game the system
- One big conspiracy?
- Investor
impact
- When is a delay, a delay?
- "Stupid" changes in protocol
- Thought leader advice to Wall
Street
- Advisory panel impacts
Bottom line
- Macro Market Commentary -
"So, what do you think?"
Research Director Rant - "Amish and the
tempting of biotechs"
Biotech Monthly Coverage Updates
- Adolor
- Table: Company statistics
- Investment case
- Dendreon
- Amgen's denosumab
- Preclinical data
- Investment case
- Discovery Labs
- Investment case
- Forbes Medi-Tech
- Table: Company statistics
- Investment case
- Genta
- Hana Biosciences
- Indevus
- Introgen
- Medarex
- Investment case
- Nabi
- Investment case
- Praecis
- Repros Therapeutics
- Table: Repros milestones
- Investment case
- SciClone
- Sonus Pharma
- Targeted Genetics
- ZymoGenetics
Biotech Sector Short Interest BSR Model Portfolio Performance |
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