- Main Story - Politics and the future
of biotech
-
Background
- Funding from industry bad?
- Congress shirks responsibility
- Table: FDA source of funding
1993-2004
- Drugs aren't safe
- Who wins
on November 7
- Senate
- Table: Senate analysis -
predicted outcome
- House
- Table: 2006 House race -
"toss-up" seat analysis and predictions
- Summary
- Brave
new regulatory world
- Kenzi bill
- REMS
- The Endless clinical Trial
- Will it happen?
- Interfering with advisory
panels
- Will it happen?
- 5-year safety reviews
- Matters to biotech?
- Will it happen?
- Marketing restrictions
- Will this happen?
- 6-year Commissioner
- Will it happen?
- Price negotiation
- Effects on stocks
- Will this happen?
- Superiority and
pharmacoeconomics
- Will it happen?
- Effect on biotech
-
Non-biotech market impacts of election 2006
-
Conclusions
- Quick mention: Looking in on Myriad
Genetics (MYGN)
-
Introduction
- Table: Basic facts
- Product
portfolio
- Genetic testing
- Table: Molecular diagnostics
products
- Biopharmaceuticals
- Table: Drug pipeline
- Alzheimer's disease
- Facts about US Flurizan study
- Prostate cancer
- Azixa and brain cancer
- Thrombin inhibitor
-
Investment case
Macro Market Commentary -
"About as expected"
Research Director's Corner -
"FDA Guidelines on HCV clinical trials"
Biotech Monthly Coverage Updates
- Adolor
- Investment case
- Dendreon
- P-11
- Forbes Medi-Tech
- Hana Biosciences
- Indevus
- Introgen
- Medarex
- Nabi
- NicVax competition
- Oncolytics biotech
- Seattle Genetics
- Table: Seattle Genetics Q3
- Investment case
- Sonus Pharmaceuticals
Biotech Sector Short Interest BSR Model Portfolio Performance |
