Tag Archives: IPO

Indices, IPOs, and New Drug Approvals – Update April 3rd 2012

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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 >

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Biofuels Digest Measures Bioenergy Business Outlook

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Biofuels Digest and BIO launched the 2012 Q1 Bioenergy Business Outlook Survey. In the last survey, Biofuels Digest reported that 79 percent of bioenergy executives are more optimistic both about their organization’s prospects for growth and industry growth, than 12 months prior. Bioenergy, biofuel and biotech executives are invited to participate in the survey. Overall, the survey painted a picture of an industry that is expecting to grow at nearly triple the growth rate of Read More >

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Does Biotech History Repeat?

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According to Mark Twain, “History does not repeat itself, but it does rhyme”. Little did he know that one day that would hold true for something called “Biotech”. Indeed, there seems to be a lot of rhyming going on with Biotech IPOs today with recent history. When we compare the accumulated number of IPOs in the last IPO window (2003-2007) with the current window (2009-now), we see an amazing overlay. Not identical, but not too far from it. Read More >

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Update: Indices, IPOs, and New Drug Approvals

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Here is a look at year to date (YTD) numbers through the end of February for the biotech indices, initial public offerings, and recent FDA Approvals. 1. Indices: The Nasdaq Biotech Index held the January jump through February, settling at + 14% YTD. The concentrated BTK slipped in February, but has outpaced the NBI since January 1st. YTD, both biotech indices have significantly outperformed the broader market. In contrast, the NYSE Pharmaceuticals Index has not Read More >

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IPO Update – Jan 2012

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2011 ended quietly for the US biotech IPO market. It has now been almost two months without a biotech IPO. The last few IPOs back in November continued the theme that was in place at the beginning of the year – you can get out, but with a -30% haircut. In fact, only two of the 12 IPOs in 2011 raised more than they filed for. This is shown in chart 1 below. The two Read More >

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