Tag Archives: PUBLIC BIOTECH – Stock performance

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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Biotech IPO Update for May 18th, 2011

There are now eight biotech IPOs for 2011, bringing the total for the recent US IPO window to 28. Post-IPO performance is finally picking up with the median return at +14% for these 28 IPOs. Advanced BioHealing was scheduled to IPO this week, but Shire (SHGPY) came in with a $750M offer to buy the company. Sagent Pharmaceuticals (SGNT) was the most recent IPO, back in April. Sagent is a specialty pharma company selling injectable Read More >

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IPO Update – April 5th, 2011

The six biotech IPOs of 2011 have followed 2010′s IPO trends; all took significant haircuts getting out the door and most are performing modestly.  The median downward adjustment in the amount raised for 2011′s biotech IPOs stands at -31%, the average is at -33%.  These companies have raised a median and mean amount of $49M and $54M, respectively. Despite the lukewarm IPO reception biotech stocks have faced in the U.S., two more U.S. companies have filed to go public since the close of 2010.  Specialty pharmaceutical Read More >

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BIO Europe Spring – State of the Biotech Industry

BIO Industry Analysis provided opening remarks at BIO Europe Spring in Milan, Italy, this morning.  Dr. John Craighead shared the highlights of BIO’s latest industry update: click here for the slides in pdf format.

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Anitbody Deals Peaked in 2007

Antibody and antibody-like scaffold molecules have been on the pharma licensing radar for some time. The pharma business development interest in these drug candidates stems largely from the targeted mechanisms of action, structural uniqueness of the molecules, strong IP, and portfolio diversification benefits. To analyze deal trends in this niche area of biotechnology, we screened the Windhover/Elsevier Strategic Transactions Database for “Biotechnology” deals, with “Antibody” or “Large Molecule” identifiers, from 2007-2010. From this initial list, Read More >

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