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June
2006
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- Main Story - OvaRex window into
immunotherapy - pgs. 1-12
- Macro Market Commentary
- pgs. 13-14
- Research Director's Rant
- pgs. 15-16
- BSR
Coverage Update - pgs.
17-35
- Biotech Sector Short Interest
- pg. 36
- BSR
Model Portfolio - pgs.
37-38
- (Full outline below...)
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June's
Biotech Monthly uses United Therapeutics' (UTHR)
drug OvaRex as a vehicle to examine recent trends and advancements in
cancer immunotherapy. Inspired by a reinvigoration of this field at ASCO
2006, the June issue gives you details on a drug that could be very
important for UT and a peek inside the next steps in the search for an
effective way to harness the immune system to treat cancer. |
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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 - OvaRex provides window
into future immunotherapy
- Introduction
Investment Case
Disclosures
- OvaRex
redux
- Quick note on mechanism
- The
quirky trial
- The optima subset
- Too much porridge
- Too little porridge
- Just right
- Final follow up
- Table: Median progression-free
survival
- Table: Median survival
- Current study
- The New
Immunotherapy
- Theory
- Back to
OvaRex
- When to administer?
- Table: After frontline
chemotherapy?
- Table: With recurrent disease?
- Concurrent with front-line
chemotherapy
- Next
steps
- CTLA-4 as the next new thing
- T-regs and killer DCs
- It's all about balance,
Grasshopper
- Table: Halting
immunosupression
- Macro Market Commentary -
"Bad timing, so brief comments"
Research Director Rant - "Measuring
one CEO"
Biotech Monthly Coverage Updates
- Cypress Bioscience
- Table: Milnacipran pivotal trials
for FS
- Obstructive sleep apnea
- Investment case
- Dendreon
- Market size
- Manufacturing
- The what changed question
- Other items
- Label
- Progression advantage
- Label expansion
- BLA vs. Launch
- P-16 window to P-11
- NCI/FDA cancer immunotherapy
workshop
- 9901 publication
- Investment case
- Forbes Medi-Tech
- Investment case
- Hana Biosciences
- Indevus
- Investment case
- Introgen
- Medarex
- Investment case
- Neurochem
- Table: Basic facts
- Table: Neurochem timelines
- Investment case
- Oncolytics Biotech
- Valentis
- Targeted Genetics
- ZymoGenetics
Biotech Sector Short Interest BSR Model Portfolio Performance |
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