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September
2006
(v06-n09) |
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- Main Story - Altus Pharma (ALTU)
- pgs. 1-16
- Macro Market Commentary
- pgs. 17-19
- BSR
Coverage Update - pgs.
20-30
- Biotech Sector Short Interest
- pg. 31
- BSR
Model Portfolio - pgs.
32-33
- (Full outline below...)
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September's
Biotech Monthly debuts BSR's coverage on Altus Pharma (DVAX),
a company with interesting crystal technology and a rational approach to
drug development. The company is focused on pancreatic insufficiency,
human growth hormone deficiencies, and hyperoxaluria as lead
indications. |
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| The company needs work on
the manufacturing and IR side, however, so the story needs some work. |
Subscriber direct access |
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| The following is an outline of this issue of
Biotech Monthly. |
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- Main Story - Something new with ALTU
- Introduction
- Table: Company statistics
Disclosures
Investment case
Altus strategy
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Financial review
- Table: Basic facts for quarter
ending June 30, 2006
- Financial notes
- ALTU-135 payments
- Table: Stock options
- Major shareholders
- CFFTI collaboration
- Table: Altus-CFFTI
collaboration: What each side gets
- Dr. Falk Pharma GmbH
collaboration
- Table: Dr. Falk - Altus
collaboration: What each side gets
- The
crystal-clear science of Altus
- Patent position
- Potential patent problems
- Drug portfolio
- Table: Dynavax product
pipeline & timelines
- ALTU-135 (protease enzyme
product)
- Competitor drugs in
development
- Pancreatic insufficiency
- ALTU-135 advantages
- Phase II trial results
- Table: Three dosage units
- Table Phase II results
- Phase III trial plans
- ALTU-238 (growth hormone)
- Other drugs
- What Can
Go Wrong
- Macro Market Commentary -
"Hiccup, then rally"
Biotech Monthly Coverage Updates
- Adolor
- Table: upcoming milestones
- Investment case
- Dendreon
- Investment case
- Dynavax
- Forbes Medi-Tech
- Genta
- Table: Genta milestones
- Investment case
- Hana Biosciences
- Zensana
- Investment case
- Medarex
- c. difficile trial
- Investment case
- Repros Therapeutics
- Sonus Pharma
- ViRexx
- YM Biosciences
- Table: Predicted DEC trial interim
analysis dates (one through six)
- AeroLEF
- Investment case
Biotech Sector Short Interest BSR Model Portfolio Performance |
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