Category Archives: Inside BIO Industry Analysis

Indices, IPOs, Approvals – YTD Update Aug 14th, 2012

We are now more than eight months into the year and biotech indices have maintained their outperformance, squeezed out a modest size IPO class, and delivered double digit novel FDA approvals. 1. Indices. The Nasdaq Biotech Index (NBI) is up 27% Year to Date (YTD) as of last Friday. It was up nearly 20% by the end of the 1st quarter, consolidated during the 2nd quarter, and has participated in the summer rally to tack on another 7%. Here Read More >

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Indices, IPOs, and New Drug Approvals – Update July 6th 2012

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1. Stock Performance. The Nasdaq Biotech Index (NBI) continued on its path of outperforming the market, up 24.6 percent and increasing its Year-to-Date (YTD) lead over the S&P 500 which is up 8.3 percent. The Amex Biotech Index (BTK) closed out June up a hefty 34.6 percent YTD: 2. IPOs: Tesaro, Inc. (TSRO) was June’s sole U.S. IPO, raising $81M.  The company was formed just two years ago and has aggressively in-licensed cancer treatments from Read More >

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Phase III Assets in High Demand – Results from the Business Forum Meeting Activity

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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 >

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Recent Developments in Patentability: Prometheus and Myriad

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By Joe Allen, President, Allen and Associates Recent Developments in Patentability: Prometheus and Myriad at the 2012 BIO International Convention was a very lively panel discussion on two cases that have set the life science industry on edge. The discussion presented an appropriate diversity of views as experts struggle with how broadly these cases should be interpreted. Briefly, the unanimous decision by the Supreme Court overtuning a decision upholding the Prometheus patents by the Court Read More >

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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 >

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