BSR - November 2006 newsletter

November 2006 (v06-n11)

Main Story - Uncertainty versus money flow - pgs. 1-9
Macro Market Commentary - pgs. 10-13
BSR Coverage Update - pgs. 14-32
Biotech Sector Short Interest - pg. 33
BSR Model Portfolio - pgs. 34-35
(Full outline below...)

November's Biotech Monthly outlines the mounting battle between political uncertainty and significant money flows in the biotech space. With the Democrats taking control of Congress and PDUFA-IV renewal looming, healthcare investors are scared. Biotech investors, however, are enjoying some of the biggest money inflows into the sector ever. We discuss the battle.

Wall Street hates uncertainty, but loves money flow. Which way will this battle go for biotech investors?

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The following is an outline of this issue of Biotech Monthly.

Main Story - Uncertainty versus money flow

PDUFA-IV

December proposal

Drug safety

Advertising

More timely label discussions

Other regulation

FDA label power increase

Endless clinical trial

Price negotiation

Table: How this affects coverage universe companies

Prognostication report card

Macro Market Commentary - "Yada, yada, yada"

Biotech Monthly Coverage Updates

BioMarin

Investment case

Dendreon

Investment case

Discovery Labs

Cashless exercise provision

Investment case

Forbes Medi-Tech

Genta

Hana Biosciences

Introgen

Neurochem

Quarterly financials

Cash position

Alzhemed update

Kiacta

Table: Milestones

Investment case

Oncolytics Biotech

Program updates

REO-004 - US Montefiore

REO-006a/b

REO-007

REO-008

Phase I/II combination trials

NCI melanoma monotherapy

NCI Ovarian Phase I/II

Sarcoma Phase II

Investment case

Table: Milestones

Table: Reolysin clinical trials

Praecis

Seattle Genetics

ASH Abstracts

YM Biosciences

ZymoGenetics

Biotech Sector Short Interest

BSR Model Portfolio Performance