-
Featured Authors
-
Archives
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
-
Meta
Category Archives: Business and Investments
Latest From Business and Investments
1 in 4 Biotechs Above 100% – Waterfall Chart YTD
Year to date, 27% of biotech stocks have doubled in price. 65% are in positive territory in 2009, a strong contrast to the YTD data last year:
The Rise and Fall of Undervaluation
If “price to cash” is a usable metric for fair value of a risky biotech (i.e. valuation of a biotech vs what its cash balance is at the bank), then the cheap times are long gone. Back at the end of 2008 we had a record 24% of biotechs trading below cash. Investors were making the assumption that the previous reported cash balance was already being spent and additions to the balance were in jeopardy. Read More >
The booming H1N1 vaccine market
The vaccine market is booming – and biotech companies are just one of the beneficiaries. A recent Associated Press Article explains that an increase in government support and newer, better technologies are just a part of it. Patients look to benefit from new vaccinations on the horizon for diseases such as Alzheimer’s, herpes, malaria, and perhaps even a universal flu vaccine. It was just last month at the BIO Investor Forum’s H1N1 panel that panelists Read More >
Perspectives on today’s IPO candidates
Some speculation is coming back into the sector but most movement in public markets is specialist driven, not generalist driven. What will it take to get the generalist investors in? Unfortunately, most IPO stocks since 2005 have underperformed and have left a bad taste in the mouths of generalists. This has left generalists believing they cannot just come into the sector and purchase a basket of young biotechs. Example of a successful IPO: Targacept filed Read More >
Panelists make it personal
Panelists in the “Making it Personal” session discussed the clinical utility, comparative effectiveness implications and reimbursement for personalized medicine. Tod Klinger, PhD of XDx, Inc. asserted that we are still in the early stages of personalized medicine since there is a need to determine how to link measurements with relevant clinical information for the patient to enable decision making. Furthermore, there are many other questions that still need to be considered. Ellen Sheets, MD, of Read More >
