Author Archive: David Thomas, CFA

David Thomas, CFA

David is currently Director of Industry Research and Analysis at BIO in Washington, DC. In this role, he is responsible for financial statistics and analysis of the biotechnology sector and contributes to BIO’s policy activities as well as programming for BIO’s investor conferences. Prior to joining BIO, he was a research scientist at the J. Craig Venter Institute working on the “synthetic cell” team led by Nobel Laureate Hamilton Smith. Before his role in synthetic biology, David worked as a scientist in drug discovery at Amgen, Millennium, and Novartis. His scientific expertise is in protein engineering, enzymology, and synthetic biology. David has earned the Chartered Financial Analyst (CFA) designation and holds a master’s degree in biochemistry.

Latest Posts

The BTK buyout

Remember this BTK post we wrote back  in February of 2010?  Well, we thought it was time to revisit the makeup of the BTK index (NYSE Arca Biotechnology Index).  Five of  the 20 companies that comprised the index in February of last year have either been acquired or are facing acquisition.  That means 25% of the entire index has been snapped up in a little over a year (Table 1). Millipore (MIL) and OSI Pharmaceuticals (OSIP) acquired in 2010 by Merck KGaA and Astellas, respectively, have already Read More >

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BIO Europe Spring – State of the Biotech Industry

BIO Industry Analysis provided opening remarks at BIO Europe Spring in Milan, Italy, this morning.  Dr. John Craighead shared the highlights of BIO’s latest industry update: click here for the slides in pdf format.

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Anitbody Deals Peaked in 2007

Antibody and antibody-like scaffold molecules have been on the pharma licensing radar for some time. The pharma business development interest in these drug candidates stems largely from the targeted mechanisms of action, structural uniqueness of the molecules, strong IP, and portfolio diversification benefits. To analyze deal trends in this niche area of biotechnology, we screened the Windhover/Elsevier Strategic Transactions Database for “Biotechnology” deals, with “Antibody” or “Large Molecule” identifiers, from 2007-2010. From this initial list, Read More >

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2011, The Year of Positive Thinking? BIO/IPREO Study Reveals High Hopes for the Industry

BIO CEO’s closing plenary session featured plenty of crystal ball gazing and candid quips about what 2011 has in store for the biotech industry.  While the panel provided an in-depth look at how buy-side and sell-side analysts evaluate the industry, the BIO/IPREO Investor Perception Study reveals that the majority of investors believe biotech is headed in the right direction.  Access full study deck here: BIO CEO – IPREO Biotech Investor Perception Study The study also reveals that Read More >

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Release of BIO/Biomedtracker Drug Approval Rates Study

BIO and BioMedTracker are pleased to present the findings of their joint clinical trial success rates study.  Using clinical trial data from the past seven years, this analysis examines the most recent probability of success by treatment type, phase of development and therapeutic area. The overall success rate for drugs moving through clinical trials to FDA approval from late 2003 to the end of 2010 is near one in 10, not one in five to one Read More >

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