Welcome
A Brief History of Myriad Genetics. (1/7) (4:44)
<stocks>Peter Meldrum, CEO of Myriad gives a brief history of Myriad Genetics. Led in this discussion by JMP Securities analyst Charles Duncan, Peter explains what made him want to start the company, and what differentiated it from all the other companies that sought to build on the genomic revolution. And even though Myriad Genetics has been a pioneer and a leader in the field of molecular diagnostics, it seems there is still a long way to go.
BRAC Analysis, Myriad Genetics' Primary Revenue Driver. (2/7) (5:55)
<stocks>Two genes are responsible for the vast majority of hereditary breast and ovarian cancer. The BRAC Analysis diagnostic test can identify these genes and help physicians evaluate the breast and ovarian cancer risks with their patients. Peter Meldrum, discusses the significance of this test, the segments of patient population it serves, and the market size for the test. When Charles Duncan puts forward Myriad's marketing strategy, Peter presents the rationale for his Direct To Consumer (DTC) television advertising, its effectiveness, and the regions of its future expansion.
BRAC Analysis, Myriad Genetics' Primary Revenue Driver. (2/7)
Is a European Expansion to be Expected from Myriad Genetics? Checklist and Roadmap. (3/7) (1:21)
<stocks>Has the European expansion been delayed because of intellectual property or business question? When questioned by Charles Duncan, Peter Meldrum, CEO of Myriad Genetics explains the strategy which has been to establish a significant presence in the US, and then build the infrastructure necessary to capture the European market. We should expect a strong presence in the next 3 years.
Is a European Expansion to be Expected from Myriad Genetics? ...
Optimal Chemotherapy Dosing with OnDose, from Myriad Genetics. (4/7) (2:43)
<stocks>Myriad Genetics' most recent personalized medicine product, OnDose, optimizes chemotherapy dosing for 5-FU regime. Charles Duncan inquires about the safety and efficacy gains from using OnDose vs. Body Surface Area (BSA) dosing. Peter Meldrum explains that OnDose uses pharmacokinetic analysis to measure the exposure each individual gets to the drug. This information can then be used by physicians to tailor the dosing and ensure their patients are in the optimal range. Quoting a Journal of Clinical Oncology study, an 80% reduction in toxic side effects and a doubling of response in terms of tumors shrinking were observed. Additionally, those who receive the OnDose dosing lived on average 6 months longer.
Optimal Chemotherapy Dosing with OnDose, from Myriad Genetics...
Myriad Genetics' Latest Diagnostic (PROLARIS) Predicts Prostate Cancer Recurrence. (5/7) (7:02)
<stocks>On March 2nd, 2010, Myriad Genetics unveiled a diagnostic that can assess the risk of post-prostatectomy recurrence in men with prostate cancer. Charles Duncan asks Peter Meldrum about the clinical utility of the test, and the outlook for a PRE-prostatectomy diagnostic. It does indeed seem that too many prostatectomies are performed in the US (according to a NEJM study). Peter explains that Myriad Genetics just completed a study of its own that showed the diagnostic to be as predictive in pre-prostatectomy as in the post-prostatectomy. The pre-prostatectomy data was submitted to a peer reviewed journal and is expected to be published in the last quarter of 2010. As for reimbursement, PROLARIS has almost 100M lives under coverage, even though it is only a day old.
Myriad Genetics' Latest Diagnostic (PROLARIS) Predicts Prosta...
Patenting Genes: What if the ACLU Wins the Case Against Myriad Genetics? (6/7) (5:03)
<stocks>In May of 2009 the ACLU filed a lawsuit against Myriad Genetics, challenging their patents on breast cancer genes. Charles Duncan asks Peter Meldrum of the implications of this case, and the impact on Myriad Genetics' business model if the case is lost. From this point on Charles and Peter continue to discuss the numerous other competitive advantages of the company.
Patenting Genes: What if the ACLU Wins the Case Against Myria...
Financials: How is Myriad Genetics Planning to Return Cash to Investors? (7/7) (2:58)
<stocks>Myriad Genetics is a profitable company that generates $150M cash per year, and has a great balance sheet. It would seem the lion's share will be reinvested in the development of new products and expansion to new markets. Still, Charles Duncan asks how some of this cash will be returned to shareholders. Peter Meldrum explains the board of directors is currently evaluating sustainable cash dividends and sustainable stock repurchase programs.
Financials: How is Myriad Genetics Planning to Return Cash to...
Batman is Back, Busting Clots with Desmoteplase (4:44)
<stocks>Paion's lead compound is derived from the saliva of the vampire bat, and being tested as an anti-thrombotic in stroke. After an unsuccessful Phase 3 in 2007, a meta analysis revealed 50% of the patients had no clots to bust, and as Wolfgang Soehngen points out in this interview: "if there is no clot to bust, Desmoteplase has no job to do." Batman is back, as it has recently been said, because of Paion's recent turnaround. Desmoteplase is in 2 Phase 3s with Lundbeck, and added new drugs to portfolio. The partnership with Lundbeck includes 100% funding of products development, 63M Euros in upcoming milestones, and double digit royalties.
Paion De-Risks Pipeline with Acquisition of New Value Driver CNS 7056 (5:40)
<stocks>The 12.3M Euro acquisition of CeNeS in 2008, and successful Phase 2a development of it's CNS 7056 (short-acting sedative and general anaesthetic) has contributed to more than doubling the value of Paion shares in the second half of 2009. Wolfgang Soehngen explains the rationale was to de-risk Paion's pipeline, and re-gain investor confidence, after the failed Phase 3 for Demostoplase. With the re-licencing of Desmoteplase, CNS 7056 is now Paion's main priority, and Wolfgang expects to partner it within the year. Japanese company ONO Pharmaceutical recently initiated clinical studies for CNS 7056 / ONO-2745 in Japan.
Paion De-Risks Pipeline with Acquisition of New Value Driver ...
Paion's Search & Develop Strategy: Get the Proof of Concept Faster and Cheaper than Pharma (7:16)
<stocks>Taking a product from discovery to market is a challenging proposition, with Wolfgang Soehngen, CEO of Paion addresses with the Search & Develop (S&D) strategy. S&D consists of taking some of Pharma's assets that would otherwise "disappear in the basement" and developing them, knowing that they have already robust toxicology and CMC profiles. Paion's R&D team being fully dedicated to get the proof of concept done can do the work faster and cheaper than Pharma would. Wolfgang suggests that S&D is a much safer way to generate value for shareholders. Wolfgang explains he wants Paion to be viewed as a proof of concept company and be very attractive to big pharma as future partner. In this segment, are also discussed Paion's Phase 3 M6G morphine metabolite, and Wolfgang's favored structure for partnership deals - a good upfront payment, with major coverage of Phase 3 costs.
Paion's Search & Develop Strategy: Get the Proof of Concept F...
Dim That Receptor Activity with Addex's Allosteric Modulation. (5:22)
<stocks>Ram Selvaraju asks Vincent Mutel, CEO of Addex, about allosteric modulation technology. In essence, it offers regulation of the efficiency of receptors, as opposed to the on / off switch of more traditional drugs. Ram and Vincent discuss the safety profile, and the potential not to induce desensitization. Finally, the business model is reviewed, with Merck and Johnson & Johnson collaborations, and value creation objectives for shareholders through commercialization of their own molecule
Dim That Receptor Activity with Addex's Allosteric Modulation.
Addex's New Lead Molecule ADX48621, Expected To Be Partnered Soon? (5:56)
<stocks>ADX48621 is the lead molecule in Addex's pipeline. Ram Selvaraju challenges Vincent Mutel on upcoming clinical news and strategic objectives. With 110+ patients enrolled across 3 completed phase 1 trials, ADX48621 is expected to initialized it's Phase 2B in Q410. Results are expected for late 2011 / early 2012. Vincent plans to partner ADX48621, perhaps in the near term, before getting his Phase 2 data. ADX48621's lead indication is Parkinson's disease levodopa associated dyskinesia (PD-LID), with potential in multiple indications.
Addex's New Lead Molecule ADX48621, Expected To Be Partnered ...
December 2009, A Major Setback for Addex. Use of Cash, and Other Pipeline Molecules (6:58)
<stocks>The clinical trials for Addex's former lead molecule ADX10059 were brought to halt in December 2009, after findings of hepatotoxicity. Can ADX10059 be salvaged, or is it a "dead horse"? Ram Selvaraju inquires about the future of ADX10059, Addex's cash runway, and projected use of funds, as well the status of other pipeline molecules. In addition to the new lead ADX48621, Addex plans to develop and co=promote a GABA-B positive allosteric modulator for osteoarthritis, and develop and out-license the first fish follicle stimulating hormone receptor (FSHR) negative allosteric modulators first for benign prostatic hyperplasia (BPH), a known precursor to prostate cancer.
December 2009, A Major Setback for Addex. Use of Cash, and Ot...
ADDEX Undervalued? What Could Drive Stock Price In The Next 6 Months (4:43)
<stocks>Finally, Ram Selvaraju and Vincent Mutel discuss the current valuation of Addex. Reviewed are the platform's value and the near term catalysts. With a strong cash position, several partnerships, business development activity, and an expected Phase 2 by the end of the year, Vincent believes in a significant upside for the long term. Additionally, with the obvious product differentiation and innovation, Vincent presents a future for Addex that will undoubtedly be brighter.
ADDEX Undervalued? What Could Drive Stock Price In The Next 6...
Major Breakthrough in $5bn Osteoporosis Market ()
<hot data>Everything started with this observation: patients with High Bone Mass Syndrome have an abnormally low level of serotonin in their blood, and menopausal women with this disease never develop osteoporosis. Gerard Karsenty's team tested gut serotonin synthesis inhibitors in animal models. They discovered a way to stimulate osteoblast proliferation, which in turn leads to bone formation. This could be the first anabolic treatment of osteoporosis, and it could be administered orally. This breakthrough discovery suggests a new approach to the treatment osteoporosis, a major metabolic disease representing a $5bn market in the US.
Inhibiting Serotonin Synthesis in the Gut, Rationale for Treating Osteoporosis ()
<hot data>Gerard Karsenty studied LP533401 in animal models and found no side effects. This molecule was also tested in early clinical trials, for irritable bowel syndrome, and no side-effects were reported. The next step would be to perform additional animal testing at different doses in different treatment regiments.
Inhibiting Serotonin Synthesis in the Gut, Rationale for Trea...
How Does an Anabolic Treatment Compare to Other Approaches in Development for Osteoporosis? ()
<hot data>Amgen's Denosumab, expected to lead in the treatment of osteoporosis when approved, works by reducing bone resorption. LP533401 stimulates bone formation. This is the first report of gut derived serotonin being used as a target to treat osteporosis. Still, more work is needed to optimize the molecule. This will be the task of the Biotech and Pharma industry, but first they will have to call Columbia University's patent office (212-854-8444 - no pressure, just there if you need it).
How Does an Anabolic Treatment Compare to Other Approaches in...
Study of Rare Genetic Disease Leads to New Target for the Treatment of Most Common Bone Disease. ()
<hot data>If the mandatory human clinical trials confirm the relevance of this new target, a inhibiting the gut serotonin synthesis may lead to a very convenient way to prevent and treat osteoporosis, and to a blockbuster drug.
Study of Rare Genetic Disease Leads to New Target for the Tre...
Who is Investing in Biotech Today? Kris Jenner (1/3) ()
<markets>Marina Bozilenko interviews Dr. Kris Jenner of T. Rowe Price. What is the mood this year at the J.P. Morgan Healthcare Conference? What business models are investors looking for nowadays? How is the tone cautiously optimistic? Who is investing in Biotech today? Are we looking at the "core 100" or has the base expanded?
Reconsidering Small and Mid Caps, IPOs, and Value Drivers. Kris Jenner (2/3) ()
<markets>Are small and mid-cap Biotech companies now being favored by investors? Many IPO have been filed; what will make T. Rowe buy? What will be driving the value of biotechnology stocks in 2010? An interview of Dr. Kris Jenner of T. Rowe Price, by Marina Bozilenko.
Reconsidering Small and Mid Caps, IPOs, and Value Drivers. Kr...
Shareholder Activism in 2010, Good or Bad? Kris Jenner (3/3) ()
<markets>Will shareholder activism increase this year? How will that affect Biotech? What are your market predictions for 2010? An interview of Dr. Kris Jenner of T. Rowe Price, by Marina Bozilenko.
Shareholder Activism in 2010, Good or Bad? Kris Jenner (3/3)
A Transformative Crisis, or Just Another Cycle? Ansbert Gadicke (1/3) ()
<Ventures>Marina Bozilenko interviews Dr. Ansbert Gadicke of MPM Capital. What is different this year at the J.P. Morgan Healthcare Conference? Does it look like we just went through another cycle, or are we seeing transformative change in the industry? From the venture capital perspective, how can this change be characterized? Where are we seeing increased pressure? What are the VCs looking at in new investments?
A Transformative Crisis, or Just Another Cycle? Ansbert Gadic...
Key Issues for Venture Capital Invetments and Fund Raising. Ansbert Gadicke (2/3) ()
<Ventures>What are the key issues for venture capitalists in the current market environment? prediction for new funds trying to raise K? effect on the community? How will it affect early stage technology? An interview of Dr. Ansbert Gadicke of MPM Capital, by Marina Bozilenko.
Key Issues for Venture Capital Invetments and Fund Raising. A...
Pharma Opportunities, Novel Technologies, and Diseases of the Decade. Ansbert Gadicke (3/3) ()
<Ventures>Will Pharma consolidation create attractive opportunities for Venture Capitalists? What will be the next decade in technology? Which disease therapies will define this coming decade? An interview of Dr. Ansbert Gadicke of MPM Capital, by Marina Bozilenko.
Pharma Opportunities, Novel Technologies, and Diseases of the...
2010 JP Morgan Healthcare Conference, the Insider Perspective (2/2) ()
<markets>At the end of the 2010 JPM conf, what is the best company-profile for a successful IPO? Is it true that Pharma's validation is no longer sought? Is there a new trend in business models for biotech? What is the take home message of the 2010 conference? An interview of Geoff Meacham of JP Morgan, by Marina Bozilenko.
2010 JP Morgan Healthcare Conference, the Insider Perspective...
2010 JP Morgan Healthcare Conference, the Insider Perspective (1/2) ()
<markets>Marina Bozilenko interviews Geoff Meacham, Senior Biotechnology Analyst at JP Morgan. What were the companies that gave the tone, and what was the major news that came out during the week? What are the major milestones that could make or break 2010 for biotech? Have the under-served small cap become a good opportunity?
2010 JP Morgan Healthcare Conference, the Insider Perspective...
Accera, 60sec ()
<60sec Pitch>Accera, a privately held biotechnology company, discovers and develops breakthroughs in treating central nervous systems disorders. Accera's new and novel therapeutic approaches positively impact patients with neurodegenerative disorders, who are in need of effective, well-tolerated treatments, and their families. Through its proprietary scientific platform, Accera is developing therapies that address metabolic deficiencies and provide an alternative energy source for brain cells.
Oxford BioMedica, 60sec ()
<60sec Pitch>Gene therapy and immunotherapy have enormous potential to benefit the lives of patients. Oxford BioMedica is one of the leading companies in this field. We have established a platform of highly innovative technologies to deliver genes that code for therapeutic proteins or induce an immune response.
Epigenomics, 60sec ()
<60sec Pitch>Epigenomics is a molecular diagnostics company focusing on the development and commercialization of in vitro diagnostic tests for cancer.
Genetic Technologies, 60sec ()
<60sec Pitch>Genetic Technologies (ASX: GTG, NASDAQ Global Market: GENE) is leading-edge genetic testing and reproductive services business which, together with an extensive range of international patents and allied research activities, aims at uncovering the impact of DNA on health.