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Author Archive: 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
Phase III Assets in High Demand – Results from the Business Forum Meeting Activity
At the BIO International Convention in Boston today, we released our results from the Business Forum meeting activity. This analysis provides a real-time snapshot of what in-licensors from pharma and biotech are looking for here at the conference. The Business Forum hit over 25,000 scheduled One-on-One Partnering™ meetings on Monday afternoon. This is 18% more meetings than last year, and more than double the meetings held back in 2007, when we last held this event in Read More >
Only a Few Public Biotechs are Profitable, but There are More of Them Today
Of the 294 biotechs trading on public exchanges today, 248 (84%) focus on drug development. Of these 248 in the biopharmaceutical space, 81, or 33% have a drug approved. Only 32 (13%) had both a product on the market and positive net income in 2011. However, this 13% represents a significant jump from the 7.5% with positive net income we calculated for 2009. Note that this comes over a time frame in which a few profitable companies were Read More >
Indices, IPOs, and New Drug Approvals – Update April 3rd 2012
1. Stock Performance. The Nasdaq Biotech Index (NBI) continued to outperform in March, maintaining its Year-to-Date (YTD) lead of 18% vs. 12% for the S&P 500. Concentrated portfolios holding Amlyin, Regeneron, and Illumina came out even higher. For example, the Amex Biotech Index (BTK) is up 29% this year mainly because it held concentrated positions in these names. Amylin (ALMN) has doubled on the FDA approval for Bydureon and post-approval buy-out rumors. Illumina (ILMN) is up 72% Read More >
Dealing with Rejection, the Regulatory Kind
The ubiquitous CRL in biotech has made its way into the news headlines again. But is the Complete Response Letter a game-changing hurdle for a biotech, or is it par for the course these days? It turns out that almost half of NDA/BLA filings get rejected by the FDA on the 1st round. However, most companies resubmit their application, and by the 2nd review 75% of drugs gain FDA approval. After heading for a 3rd Read More >
BIO Europe Spring 2012 – Opening Remarks
For Monday’s Opening Remarks at BIO Europe Spring 2012, I covered the following topics: Public market performance in the US vs other sectors Private funding environment. Drug pipeline deal volume. For a copy of the slides, they can be found here.
Inside BIO Industry Analysis
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Tags: BIO Europe, deals, Industry Analysis, opening remarks, orphan, Partnering, Partnering Stats, PowerPoint, PRIVATE BIOTECH, PUBLIC BIOTECH - Stats, PUBLIC BIOTECH - Stock performance, public sector research, Venture Capital, venture financing, venture funding
Tags: BIO Europe, deals, Industry Analysis, opening remarks, orphan, Partnering, Partnering Stats, PowerPoint, PRIVATE BIOTECH, PUBLIC BIOTECH - Stats, PUBLIC BIOTECH - Stock performance, public sector research, Venture Capital, venture financing, venture funding
