Tag Archives: Industry Analysis

Posts from the 9th Annual BIO Winhover & Pharmaceutical Strategic Outlook Conference (Feb 2010)

Did you miss a panel at the BIO Windhover/PSO Conference in New York? Here are links to my notes for five of the panels: NOTES FROM THE EXTERNALIZATION PANEL NOTES FROM THE OPTION DEALS PANEL NOTES FROM THE EARLY-STAGE DEALS PANEL NOTES FROM THE LATE-STAGE DEALS PANEL NOTES FROM THE REIMBURSEMENT PANEL

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VC Fundraising Back to 2005 Levels

Is Venture Capital “holding up” for US biotech? Although there is a silver lining that venture capital fundraising for biotechnology outpaced other sectors in the US in 2009 and a number of new start-ups have been launched (see NVCA press release here), the multiyear trend is down. But by how much? I took a look at absolute numbers compiled by different sources to calculate where we are. The average is used because some sources include Read More >

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Posts from the 12th Annual BIO CEO & Investor Conference in New York (Feb 2010)

I created a new page on the blog (now called the “CONFERENCES” tab) where key takeaways from conference panels, speakers, etc., can be posted. My first three are now up from the business panels at last week’s 12th Annual BIO CEO & Investor Conference in New York: NOTES FROM THE M&A PANEL NOTES FROM THE FINANCING PANELS NOTES FROM THE ‘GOING COMMERCIAL’ PANEL -David Thomas

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BTK – A Decade of Change

Do you ever wonder what is really behind the often quoted BTK index (“NYSE Arca Biotechnology Index”)? Especially if it is the index you compare your own company’s stock with on a long term chart? If you compare your favorite biotech with the BTK over a 10 year period, here is what you are up against: CHANGE. When the last decade started, in the peak of the genomics bubble, the BTK was made up of Read More >

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Many Biotechs Still Operating at Low Cash Levels

The percentage of public biotech companies that still operate with less than a year of cash is at 38% (see chart).  Given that we already lost a number of companies in 2009 due to lack of cash to fund research, this is a high percentage for the remaining companies. This is even more interesting when you consider that 2009 was a big year for Follow-On Offerings (FOPOs) and Private Investments in Public Equity (PIPEs). The Read More >

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