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July
2006
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- Main Story - Dynavax
- pgs. 1-19
- Macro Market Commentary
- pgs. 20-22
- BSR
Coverage Update - pgs.
23-34
- Biotech Sector Short Interest
- pg. 35
- BSR
Model Portfolio - pgs.
36-37
- (Full outline below...)
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July's
Biotech Monthly debuts BSR's coverage on Dynavax (DVAX),
the Berkeley, CA company who we feel is a leader in the toll-like
receptor (TLR) field. They have two drugs in Phase III trials. Heplisav
is a preventative vaccine for hepatitis B. Tolamba is a drug for people
with ragweed allergies. They also have a budding oncology program,
leveraging the unique innate immune system stimulant properties of TLRs. |
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| TLRs are one of the hottest
new technology areas in biotech right now. This issue not only describes
why Dynavax interests us, it serves as an update to our previous issues
on TLRs. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Main Story - Dynavax leads the pack
- Introduction
- Table: Company statistics
Disclosures
Investment case
-
Financial review
- Table: Basic facts for quarter
ending June 30, 2006
- Guidance for FY-2006
- Rhein Biotech acquisition
- Table: Key points in favor of
acquiring Rhein Biotech
- Symphony Dynamo
- Table: Symphony Dynamo: What
each side gets
- Table: Major shareholders
- The
Science of Dynavax
- Why so many TLR companies?
- Quick description of Toll-like
receptors
- Table: Known TLRs and their
ligands
- TLR drugs in development
- Table: TLR drugs
- Why TLR9?
- Why TLR9 drugs?
- TLR9 drug classes
- Table: Three class of TLR9
drugs
- Patent disputes
- Conjugation
- Dynavax
drug portfolio
- Table: Dynavax product
pipeline & timelines
- HBV program
- Table: Products acquired from
Rhein Biotech
- Tolamba
- Cancer
- Sidebar: ZymoGenetics and
IL-21
- What Can
Go Wrong
- Macro Market Commentary -
"May you live in interesting times"
Biotech Monthly Coverage Updates
- Corcept
- Table: Corcept pivotal trials
- Milestones
- Hidden gem
- Investment case
- Cortex
- Discovery Labs
- Table: Basic facts for quarter
ending June 30, 2006
- Reducing cash burn
- Table: Cash considerations
- Manufacturing Update
- Investment case
- Forbes Medi-Tech
- Investment case
- Genta
- Investment case
- Hana Biosciences
- Investment case
- Indevus
- Investment case
- Neurochem
- Investment case
- Oncolytics Biotech
- Praecis
- YM Biosciences
- DEC trial
- Table: Sequential analysis stopping
rules
Biotech Sector Short Interest BSR Model Portfolio Performance |
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