Investor Channel

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In-depth outlook on market trends, and the performance of public and private companies. Featuring Wall Street Analysts C-Level Executives, VCs, and more, Built for the Life Science Investor.

A Brief History of Myriad Genetics. (1/7) (4:44)

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)

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.
Is a European Expansion to be Expected from Myriad Genetics? Checklist and Roadmap. (3/7) (1:21)

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.
Optimal Chemotherapy Dosing with OnDose, from Myriad Genetics. (4/7) (2:43)

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.
Myriad Genetics' Latest Diagnostic (PROLARIS) Predicts Prostate Cancer Recurrence. (5/7) (7:02)

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.
Patenting Genes: What if the ACLU Wins the Case Against Myriad Genetics? (6/7) (5:03)

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.
Financials: How is Myriad Genetics Planning to Return Cash to Investors? (7/7) (2:58)

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.
Batman is Back, Busting Clots with Desmoteplase (4:44)

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)

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's Search & Develop Strategy: Get the Proof of Concept Faster and Cheaper than Pharma (7:16)

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.
Dim That Receptor Activity with Addex's Allosteric Modulation. (5:22)

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
Addex's New Lead Molecule ADX48621, Expected To Be Partnered Soon? (5:56)

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.
December 2009, A Major Setback for Addex. Use of Cash, and Other Pipeline Molecules (6:58)

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.
ADDEX Undervalued? What Could Drive Stock Price In The Next 6 Months (4:43)

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.
Who is Investing in Biotech Today? Kris Jenner (1/3) ()

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) ()

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.
Shareholder Activism in 2010, Good or Bad? Kris Jenner (3/3) ()

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.
A Transformative Crisis, or Just Another Cycle? Ansbert Gadicke (1/3) ()

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?
Key Issues for Venture Capital Invetments and Fund Raising. Ansbert Gadicke (2/3) ()

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.
Pharma Opportunities, Novel Technologies, and Diseases of the Decade. Ansbert Gadicke (3/3) ()

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.
2010 JP Morgan Healthcare Conference, the Insider Perspective (1/2) ()

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 (2/2) ()

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.
2009 in Review, the M&A and Venture Perspectives (1/3) (7:02)

Fred Frank and Dennis Purcell share their perspective on the transformative events of 2009 that are indicative of the future. With 3 mega-deals (Pfizer + Wyeth, Merck + Schering Plough, Roche + Genetech), the pharma landscape is changing - unfavorably for biotech. The follow-on market was strong for large cap, although we've seen less pharma aquiring, and a challenging IPO market. Dennis Purcell comments "we've reset the bar in terms of what you get paid for." Fred Frank notes that while pharma's mega-deals often diminish value and are motivated by fear of patent expiration, the Pfizer Wyeth deal seems to have a more solid strategic rationale. The structure of M&A deals appears to be converging with licensing deals - with smaller upfront and larger milestone payments.
2010, Where Do We Go From Here? (2/3) (8:26)

Kicking off 2010, Fred Frank advises pharma CEOs to curb those silly stock repurchase programs, and Dennis Purcell advises investors to take capital when it's there and not be overly concerned with dilution. Fred and Dennis continue to discuss consolidation, predominant deal structures, the focus of biotech and pharma, as well as their natural evolution and partnership. Finally, Fred and Dennis share some thoughts on the upcoming biotech IPOs. Many filings are expected but the strength of the post-IPO market is the most critical point to be considered - one which Dennis Purcell says might be victim of an excessive supply from companies trying to raise capital and boutique investment banks pushing them out. Fred remarks that while success breeds success, the later stage companies with approved phase 3 that complete successful IPOs might be encouraging to earlier stage companies, that might not perform as well in the aftermarkets and kill the IPO market. Fred warns that "failure also breeds failure".
FAST Word Association Game, with Fred Frank and Dennis Purcell (3/3) (1:09)

Fred Frank and Dennis Purcell share with us their spontaneous reaction to key buzz-words, in this classic game presented here by John Mohr and introduced by Needham's Mark Monane. The day's words are : 'Biotech' 'Personalized Medicine' 'Regulatory Environment' 'PharmacoEconomics' 'Innovation' 'Investors'.
NASDAQ Perspective, Part 1 - Biotech Markets in 2009 (3:12)

While the perspectives might have looked grim early in the year, throughout the year, we've seen numerous signs of recovery and a newfound health in the markets. The Biotech IPO market reopened with Telacris (TLCR) the 4th largest deal of the year, and followed by Cumberland (CPIX) and Nuokang (NKBP) showing signs of an increasingly robust healthcare market, specifically for biotechnology. Since September 15th, the backlog started filling up with a dozen companies filing for IPOs.
NASDAQ Perspective, Part 2 - Expectations for Biotech in 2010 (4:19)

How will Biotech perform in 2010? With a Q409 setting us up for a positive 2010, the return of the IPO market means new exits for private equity and venture capital investors, who will in turn be able to reinvest in new companies. A dozen Biotech IPOs could be expected in the first 4months of this year. The international outlook is also very positive with Israeli, European, and Chinese companies filing for NASDAQ IPOs. Indicators of success to look for are the strength of the overall market, and the pricing of the issues to come market.
NASDAQ Perspective, Part 3 - Helping Smaller Biotech Companies Stay Listed (2:38)

It is hard to get listed, and sometimes just as hard to stay listed. Just as we began to understand the magnitude of the financial crisis in September 2008, NASDAQ asked the SEC that companies shouldn't be immediately delisted, if they began trading under $1. This request was shortly thereafter granted, helping keep many companies on the market. Additionally, NASDAQ has been developing the services it provides to issuers (e.g. risk management, corporate governance, investor relations, intelligence on stock trading) in an effort to drive new efficiencies. Finally, we've seen some success with Sarbanes-Oxley, further reducing the cost of trading for Biotechnology companies listed on the NASDAQ.
Auxilium (AUXL) Pfizer Deal, Financials, Business Development, and Upcoming Milestones (4/4) ()

$75M upfront, with a total of $500M in milestones, and double digit royalties. Those are the terms of Auxilium Pharmaceutical's deal with Pfizer. The synergy has increased with Pfizer's recent aquisition of Wyeth. Salveen Kochnover of Collins Stewart and Armando Andio of Auxilium discuss the commercial rights, with an outlook on geography, indications, and other partnership opportunities. Salveen and Armando also review the expected TESTIM revenues for 2009, and the upcoming milestones (Dec 09, data in Dupuytren's; early 2010, submission of XIAFLEX in EU by Pfizer). 5 years from now, Armando expects XIAFLEX will be blockbuster drug.
XIAFLEX Driving Auxilium's (AUXL) Stock, Dupuytren Indication (1/4) ()

Armando Anido, CEO of Auxilium Pharmaceuticals (AUXL) is interviewed by Salveen Kochnover of Collins Stewart. Salveen asks about the enzyme know as XIAFLEX that breaks down the collagen causing Dupuytren's disease. Armando explains Dupuytren's disease is present in 3-6% of adult caucasian males. Salveen and Armando discuss the clinical data, which has been favorably reviewed by the FDA for safety and efficacy. The results of the XIAFLEX treatment seem to be comparable to those of surgery.
Auxilium (AUXL) CEO's Strategy to Bring XIAFLEX to the Dupuytren Market (2/4) ()

With upcoming Phase 3 results, Armando Anido, CEO has ramped up Auxilium Pharmaceuticals' commercial infrastructure. The interaction FDA has been positive although they missed their PDUFA date last August. Salveen Kochnover of Collins Stewart inquires about the physician training program and the 5year, 50% recurrence of Dupuytren's disease.
Auxilium (AUXL) Collagenese XIAFLEX Could be a Pipeline in a Product, Treat Multiple Indications (3/4) ()

XIAFLEX attacks the collagen deposits that cause Dupuytren's contracture (a fixed flexion contracture of the hand where the fingers bend towards the palm and cannot be fully extended), Peyronie's disease (abnormal curvature of the penis), cellulite, keloidal scar, and frozen shoulder (restricting motion and causing chronic pain). Results are expected in Peyronie's in December, with a breaking of the blind and release of top line data. Armando Anido, CEO of Auxilium Pharma is planning an FDA Phase 3 proposal in early 2010. Salveen asks Armando about access to treating physicians for Peyronie's disease (since they are not the same as those treating Dupuytren). Armando explains that Auxilium is well implanted in the urology community with TESTIM, a product that has been treating men with hypogonadism, or low testosterone since Feb 2003. With a Phase 3 approval in Dupuytren, Auxilium will launch new programs, in new indications.
Can ISIS Pharma's Antisense Turn Drug Discovery on its Head? (1/4) (6:05)

ISIS CEO Dr. Stanley Crooke presents the Antisense platform technology as the natural successor of small molecules and monoclonal antibodies as a drug discovery platform. This platform is fully controlled by ISIS and made available to partners. Needham Analyst Mark Monane and Dr. Crooke discuss the increased speed in drug discovery and reduced risk of failure that Antisense brings. Partnerships and competition are also brought into the discussion. Dr. Crooke affirms a couple billion dollars in partnerships over the past 20 years. With such promising technology, ISIS Pharmaceuticals might strike fear into the hearts of the "old school" biotech companies.
Genzyme and ISIS Partnership on Lead Product "Mipomersen" for LDL-Cholesterol Reduction (2/4) (9:29)

Dr. Stanley Crooke of ISIS Pharmaceuticals and Mark Monane of Needham & Company discuss ISIS' pipeline, starting with Lead Product Mipomersen, antisense drug being developed with Genzyme, currently in Phase 3 studies in patients who cannot adequately control their cholesterol levels. Mark & Stanley talk through the relationship with Genzyme, the subcutaneous administration of the drug, and the merits of a study in cholesterol, where measurable targets provide an unequivocal test of success or failure. In a 19 product strong pipeline, are many other promising worth discussing. Stanley highlights a few of the next generation drugs in development at ISIS pharmaceuticals.
ISIS Pharma's Development Strategy, Capital Needs, and Upcoming Milestones to Look Out For (3/4) (6:25)

How does ISIS Pharmaceuticals decide to partner a product or develop it internally? How far in the development will ISIS go? What is ISIS pharma's financial position? What are its growth prospects? What are the important upcoming milestones that will have an impact on the stock? Mark Monane of Needham & Company inquires about all of the above with Dr. Stanley Crooke, CEO of ISIS Pharmaceuticals.
ISIS Pharmaceuticals CEO Comments on Valuation, Plays the "Word Association" Game with Mark Monane (4/4) (5:59)

With 19 Products in it's pipeline, what may be a groundbreaking proprietary platform technology, and numerous partnerships, ISIS Pharmaceuticals is hard company to value. And Dr. Stanley Crooke, CEO doesn't apologize for it. He then agrees to play Needham Analyst Mark Monane's favorite game, the fun and incisive "Word Association".
Osiris CEO on the Tremendous Therapeutic and Commercial Applications of Mesenchymal Stem Cells (08:34)

Randy Mills of Osiris and Bill Kirdel discuss the Osiris pipeline and technology. Bill asks Randy about the difference between Osiris' mesenchymal stem cells (MSC) and embryonic stem cells (ESC). Randy explains that MSC are persistent in the human body and that they contribute to our natural healing process. Moreover, the MSC, traditionally associated with connective tissue, have tremendous applicability due to their inflammation regulation, tissue regeneration, and tissue protection abilities. Randy continues to explain Osiris' business development strategy, following the prodigious $1.4 partnering deal with Genzyme for lead compounds in ex-US/Canada markets. Randy and Bill continue to review the execution focused future of Osiris, potential consolidations in the field of cell therapy, and the future of regenerative medicine beyond Osiris.
Beyond Tests, Lab Service Genoptix (GXDX) Provides Comprehensive Diagnostics, New Efficiencies for Healthcare System. ()

Genoptix CEO, Dr. Tina Nova is interviewed by Adam Feinstein of Barclays Capital. Tina and Adam discuss the origination of the business, and how their comprehensive diagnostics services fit into existing medical paradigms. Tina explains Genoptix holds some of the best hempaths among its ranks, and it focuses on quality diagnostics and quality service. This has been the fuel for its rapid growth. Adam challenges Tina about her plans for managing growth. Given the pricing is fixed, Genoptix will raise its bottom line from increased revenue and greater efficiencies. Tina and Adam continue to discuss the current macro-enviroment and its implications for Genoptix, the impact of President-elect Obama's future healthcare reforms on diagnostics, as well as exciting new developments to come.
Cephalon's Growth Drivers and Promising Market Opportunities for Amrix, Treanda. (07:10)

Frank Baldino, CEO of Cephalon gives a quick overview of the company's financial status and comments on Treanda's recent approval for non-Hodgkin lymphoma (NHL). Interviewed by Eric Schmidt, Senior Biotechnology Analyst at Cowen, Frank comments on the high pricing of Treanda, the implication with respect to patients and payors, and the use of Treanda in earlier lines of treatment. Eric also asks Frank about the opportunity for Amrix, how it compares to Flexeril in the musculoskeletal pain market, and what the plans are for marketing the drug Amrix (given Cephalon has limited marketing experience in competitive markets).
Cephalon's Provigil Cash Cow Running Out of Milk, But Growth Continues With New Products, Indications, and Geographical Markets. (08:12)

Once Provigil reaches the end of it's patent, how will Nuvigil compete against it's mother compound in the wakefulness market? Frank Baldino and Eric Schmidt discuss Nuvigil's improved formula as well as the new markets it plans to reach. Frank and Eric also discuss the management of Cephalon's substantial net earnings in investment vs. EPS. Frank comments on the future reduction of growth in US markets, as healthcare cost are being curbed. However, Cephalon is building an infrastructure to gain rapid access to the Chinese marketplace, which could be a strong growth driver in the years to come.
CoNCERT's Deuterium Substitution Platform to Create Better, Faster, Cheaper Drugs. (09:08)

Deuterium has the same properties as hydrogen, only it has the power to make molecules more stable. This creates a number of interesting applications for existing drugs. CoNCERT has developed a technological platform that substitutes hydrogen for deuterium, and has applied this process to a number of marketed drugs in the hopes of creating first or best in class drugs. Roger Tung, CEO of CoNCERT is interviewed by Eric Schmidt, Senior Biotech Analyst at Cowen on the properties of the modified drugs, and their patentability. Eric continues to ask Roger about the efficiency drug delivery process and it's starting points. Finally Roger answers questions regarding CoNCERT's cash position, and potential for growth.
CoNCERT's Leading Portfolio Asset to step into GSK Paroxetine's $3Bn Shoes. (04:52)

CoNCERT's CTP-347 is a Phase 1 treatment for hot flashes that acts as a substitute for GSK's Paroxetine, with the potential added benefit of little to no drug-drug interaction. Roger Tung and Eric Schmidt discuss future studies vs. Paroxetine or placebo. They also review CTP-518, an HIV protease inhibitor that could offer higher tolerability without a combination use with Ritonavir / Norvir (Abbott), simplifying drug use, and reducing cost to payors.
CoNCERT's IPO, Partnering Strategies and Full Integration for it's Deuterium Substitution Platform & Pipeline Assets (07:31)

The applicability of CoNCERT's pipeline extends beyond what it can accomplish as a small biotech. To what extent is CoNCERT willing to partner its platform and assets? Is full integration a future possibility? As Eric Schmidt interviews Roger Tung, he asks him about taking the company public. Roger and Eric also discuss the use of this platform beyond the current focus in what could a number of spin-outs. Finally, they take a look at the how CoNCERT's technology can help drugs going off patent, and their parent companies that may be staring at the abyss.
Markets are Down. Is it the Right Time to Invest in Biotech? (07:34)

Most listed biotech companies have lost a considerable part of the market value, what should investors do at the present moment? What is the value of cash, revenues, earnings, and near-term news-flow? What should CEOs do to maximize their chances of success in the years to come, and how much cash do companies need to weather this financial storm? These are just a few of the questions Charles Duncan answers in this program. He also comments on getting the most value of one's pipeline today, as well as the M&A trends in the years to come.
The Myriad Genetics Split is Official. How Will This Move Unlock Shareholder Value? (04:11)

Charles Duncan comments on the division of Myriad Genetics into a drug development company on the one hand, a personalized medicine company on the other. Why is this a good strategic move? Will the two companies work together? What are the next steps? And how will the assets and balance sheet be divided?
Ablynx introduces Nanobody Technologies, discusses Pharma Partnering Strategies (08:17)

How does a Small Cap Biotech make it through the current macro environment? Edwin Moses of Ablynx says choice is no longer a luxury but a necessity. Edwin reviews some of Ablynx's partnership agreements, and explains how he brought Pharma in. Beyond the cash, Ablynx is looking for experience and leverage in partners. He continues to explains how Ablynx's Nanobody Technology was discovered in camels, developed in llamas, and how it could potentially offer significant clinical and commercial benefits. Geoff Meacham of JPMorgan continues to ask him about the marketplace differentiation it offers, and the technological challenges that Nanobodies could present in the future. Edwin and Jeff then discuss Pharma's R&D productivity model and partnering models, capturing the entrepreneurial spirit of Biotech, and key drivers of M&A deals today.
Ablynx's Antithrombotic Safety and Efficacy Profile, Clinical Development Strategy, and Business Development Objectives (05:33)

Edwin Moses tells us what he is most excited about in the pipeline, and where he will focus the company's energy in the years to come. Geoff Meacham asks him about his plans for scaling up Ablynx's clinical development. Edwin and Geoff continue to discuss the target specific and generic based issues that could present a challenge for Ablynx. Finally, they review the antithrombotic's safety and efficacy profile with respect to currently marketed products, and take a look at Ablynx's regulatory approval strategy.
Ablynx's Pipeline, Technology Advantage over MABs, and Financial Risk (05:50)

Edwin and Jeff discuss the planned evolution of Ablynx's pipeline, taking products to the clinic and improving patient care. Edwin explains everything his team has learned and gained from working with industry partners. Geoff asks about Nanobodies' advantages over Monoclonal AntiBodies (MABs). Finally Edwin and Geoff review Ablynx's $170M cash position and their burn rate, as well as their execution focus for the years to come.
Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News (05:59)

Mike is back from a very exciting American Society for Bone and Mineral Research (ASBMR) meeting in Montreal. Amgen made the news with the results of its phase 3 trial for Denosumab. Mike explains Denosumab sets a new standard for a highly efficacious, safe, and convenient treatment for a disease that has a very high unmet need, despite its prevalence. Mike and Jean-Loup comparison Denosumab to Novartis' Reclast and other Bisphosphonates - looking at safety, tolerability, administration, and convenience.
Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, Amgen's Shares could Gain 20 points (10:30)

After reviewing the Denosumab data released at the ASBMR meeting, it looks like Amgen's osteoporosis drug will be a 2nd line treatment. With 50% of osteoporosis patients going off their bisphosphonates in their fisrt year, Mike King thinks there is a low hanging fruit there. Mike also thinks the drug's profile could allow it to quickly become a first line treatment. Jean-Loup and Mike look at the market, Amgen's pricing for the drug, how that may bode with payors, and what impact Denosumab is likely to have on Amgen's share price. Mike has price target of $80 within 1 year. Jean-Loup and Mike also look at other indications and Amgen's clinical development strategy. Finally, Mike compares Denosumab to Enbrel, Avastin, and Tysabri.
Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib (03:02)

Mike and Jean-Loup take a quick look at some of the other data released at the American Society for Bone and Mineral Research Meeting in Montreal. They review Pfizer's PEARL study for the drug Fablyn, and Merck's phase 2 Odanacatib.
Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developed at Lilly and InterMune (06:17)

Oritavancin is Targanta's lead compound. Initially developped at Lilly, it was then sold to InterMune, and picked up by Targanta in an equity deal. Mark Leuchtenberger explains the history of the drug, and in doing so faces further probe from Joel Sendek as to the corporate and medical challenges the drug had to face in its earlier days. Mark explains how they were overcome in Targanta's hands, and the true potential of the was drug unlocked.
Targanta Confident and Prepared for FDA Panel Review of Lead Compound Oritavancin (07:27)

Mark and Joel delve into the clincal trials and regulatory process, around Targanta's Lead compound Oritavancin. Mark describes the current response of the FDA, and completed clinial site audits. He then continues to explain his team is expecting a panel meeting and is fully prepared to assit the panel's review of the drug. This panel could be expected as early as November of this year. When Joel inquires about the release of simplified data, which might differentiate Oritavancin for its competitors, Mark tells him about the drug profile (administration, safety, efficacy), but choses to keep quiet about the release date, telling us he the abstract and data will be revealed at an upcoming, yet undisclosed scientific conference.
Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die! (04:08)

Mark and Joel review the competitive landscape for Targanta's Antibiotic and Lead Compound, Oritavancin. Key differentiators include shorter course of treatment, lack of monitoring and dosing adjustment, efficacy and coverage. With a growing $1.2bn market, Mark still sees an unmet medical need in resistance adverse antibiotics, which Targanta is looking to address with focus, passion, and a Do-or-Die attitude. A Phase 3 trial, validating a single dose treatment against a standard of care competitor is expected to run next year.
Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective Profile (10:02)

The Staccato system combines drug and device to provide a quick and convenient relief for patients with acute and intermittent conditions. Tom King (Alexza) and Ted Tenthoff (Piper Jaffray) explore the technology, mechanism of action, and safety profile. Tom and Ted to discuss the drugs in the pipeline and the indications, which include acute agitation associated with schizophrenia or bipolar disorders, breakthrough pain, panic attacks, and insomnia. They review the clinical data, and path for regulatory approval, in what Tom King calls a "crisp NDA plan" for early 2010. Tom and Ted also discuss the marketing opportunity and marketing challenges for these drugs and their innovative delivery system.
Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010 (10:39)

Ted Tenthoff asks Tom King of Alexza's partnering strategy. Alexza will develop its own compounds for Psychiatry but will seek to partner in other areas, such as sleep - where Alexza is working with Endo Pharmaceuticals. Tom explains Alexza's strong cash position, and the value of the Symphony transaction, which ultimately led to the development of 3 phase 3 products. Tom and Ted review other financing vehicles used by Alexza, and the production capabilities of the new Mountain View, CA GMP facility. Finally Ted asks Tom about Alexza's discovery process, and method for prioritization of new drug development.
Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report (06:09)

The biotech sector is driven by news flow, because it has the power to change the value of companies, and put (more) money in your wallet. Charles Duncan and Jean-Loup discuss the performance of the Biotech industry in 2008 to this day, and the potential impact of news to come in the remainder of this year in the coming months. Despite the very challenging conditions, biotech outperformed. Charles and Jean-Loup also touch on the industry's relative strength in the tough financial markets, and the increased M&A activity.
Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point (05:43)

Which companies are likely to have news that can double the value your shares? Charles Duncan looks at the less obvious stock picks that could provide you with the most bang for your buck. His equation for determining the best opportunities incorporates variables such as lack of revenue (yes he means lack of), products that are owned outright and about to get significant clinical data, no FDA risk, and good cash position.
Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks (07:47)

Allos, Cytokinetics, Orexigen, and Sangamo or just a few of JMP Securities stock picks for the end of the year. Charles Duncan explains how they are at a pivotal moment in their growth, and therefore best positioned to generate large returns for investors. Charles gives us some details about the company, the ongoing clinical trials, and the type of news we should expect in the months to come.
Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical Trial (08:36)

How does one go about creating value with a platinum compound? In this interview Mike King asks Jerry McMahon of his rather broad use of Picoplatin in Oncology. They review the SPEAR clinical trial in Small Cell Lung Cancer, its design, endpoints, timeline, competitive landscape, and favorability with the FDA.
Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s Cash Position (06:12)

Poniard has begun clinical trials of it’s Picoplatin in combination with other standard of care therapies. Jerry McMahon and Mike King discuss these indications and the different strategies for each one. Jerry tells us about the data presented in these trials at the latest ASCO meetings. Finally they review Poniard’s very attractive cash position, and its plans for partnering in the years to come.
Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal Action (05:17)

Peter Strumph describes Nile Therapeutics’ CD-NP peptide for the treatment of Acute Heart Failure, and the competitive landscape. Matt Kaplan asks him about the market size, existing products, and unmet needs. In answering these questions, Peter reviews the mechanisms of action of the peptides on the market and compares their mechanisms of action to Nile’s CDNP which is expected to have more potent Hemodynamic and Renal effects.
Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person Team (09:00)

Peter Strumph lines up the milestones to come for Nile’s lead compound CD-NP and gives us a closer look at his strategy for determining the right dosage in Phase 2, in order to adequately prepare his Phase 3. Peter and Matt then discuss CU-NP and 2NTX-99, other pipeline products, Nile’s 8 person team and leverage model, as well as future in-licensing.
ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA] (09:28)

Was BMS’ offer to ImClone shareholders to be expected? What was Carl Icahn’s role? How is ImClone’s stock to be valued by BMS and other shareholders? Katherine Kim takes an in-depth look at the drugs, the pipeline, the markets and indications, and benchmark premiums. She believes this deal is very likely to close, and when it does, it will be in the $65-70 range.
Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA] (05:47)

Genentech is at a turning point, and the time would be right for an acquisition by Roche (if there were any). Her price target is $110 per share. Katherine and Daniel review the value drivers in Genentech, and the willingness of both Roche and Genentech CEOs to make this deal happen.
Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA] (04:28)

The $60+Bn generated from large cap acquisitions are likely to be reinvested in biotech, specifically in 4 tranches of the sector. Katherine Kim reviews gives us the rationales behind this thinking. She also expects increased M&A activity in the years to come.
Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price? (10:58)

The story of Myriad Genetics (MYGN) resonated in the investor community as disappointing Phase 3 data was followed by a 40% stock price increase (from $48 on June 27 to $66 on August 20th, day of this interview). Charles Duncan has the longest formal coverage on Myriad. He explains the rationale behind this development, and the $87 price target he has set for the company shares. Charles and Daniel review Myriad’s personalized medicine and drug development hybrid business model, and their prospects for growth as standalone companies. Would spinning of the drug development business further unlock shareholder value? Following increased revenues and a recent $100M licensing with Lundbeck, Myriad’s cash position is quite favorable. Will it acquire? Or could it be acquired?
Award Winning NeuroBank Team stores your Neuronal Stem Cells (12:28)

NeuroBank was recently awarded the third prize in the Moot Corp Competition dubbed "The Super Bowl of World Business Plan Competition". Their business model relies on a process of extraction, isolation, purification, expansion and storage of adult neural stem cells. Bill Kridel, stem cell expert, interviews the winning team. They discuss Neurobank’s proprietary process, future uses of neuronal stem cells, viability of cryogenically stored cells, cost for and risk to patient, target markets, and customer acquisition.
Roche and Genentech, Deal Review, with Mike King (06:31)

Mike King and Daniel Teper discuss the Genentech / Roche deal. Genentech’s Board of Directors say $89 per share is inadequate, Roche’s management feels it is more than generous. Genentech shareholders like this stock, and are reluctant to sell for less than $120-135. Why does Roche want the remaining 56% of Genentech? Will Roche be able to retain the innovation that made Genentech so successful? What are the odds of this deal closing?
BMS and ImClone Deal Review, with Mike King (04:33)

Why is BMS after ImClone, and what will happen next? Carl Icahn’s says the $60 bid is too low. Mike King believes Icahn is waiting for the Genentech Roche transaction to play out, in order to see the valuation metrics that will be used in that transaction. Mike and Daniel continue to discuss the integration of ImClone within BMS, the international rights to Erbitux, and the odds of this transaction closing.
Impact of Summer Acquisitions on the Biotech Industry, with Mike King (04:10)

With close to $60Bn worth of biotech stock that could be removed from the market, where will this money go? Where will investors be putting their money? Mike thinks it will flow back into the group as there are still some attractive investment opportunities. Mike and Daniel further discuss the disappearance of the large cap leaders, who would take over the leadership position, and the potential for future acquisitions.
Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill Kridel (05:58)

Bill Kridel compares stem cell business models that rely on allogenic vs autologous cells and discusses their market potential. He also touches at the various uses of stem cells, the need for standards of uniformity, FDA Initiatives, companies to focus on, and specialized funds.
Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production. (19:04)

Chicken eggs revolutionized the production of vaccines. Could animal stem cells be the new chicken egg? Vivalis has created a technology platform based on embryonic stem cells that enables the production of vaccines and antibodies. Vivalis’ CSO Majid Mehtali is interviewed by Reni Benjamin, analyst at Rodman & Renshaw. The business model is based on technology licensing, with future ambitions for own product development. Majid and Reni review comparables, Vivalis’ cash position, Euronext vs. NASDAQ listing, and the potential for acquisitions.
Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan. (04:55)

The long running face off between Celgene's Revilimid and Millenium's Velcade intensifies with the latest clinical data releases. Charles Duncan, is bullish on Revlimid, he tells us why. Charles looks at the impact of Takeda's new ownership of Millenium on its management and competitivity vs. Celgene. Charles also comments on the JNJ / Takeda relationship.
Celgene's Revlimid, Markets and Revenues, with Charles Duncan. (03:09)

What are the next areas of growth for Revlimid? Asides from the growth in frontline use for Multiple Myeloma, Charles Duncan tells us about its use in Non-Hodgkin Lymphoma (NHL) and Chronic Lymphocytic Leukemia (CLL). Revlimid is also bound to expand its geographical reach with Europe and Japan. Charles' expectation is that Revlimid will be a $2.8+ billion opportunity drug. Finally, he explains Revlimid's contribution to Celgene's bottom line and stock price. Charles' price target for CELG is $85.
Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan. (05:50)

The data released on Eribitux at the latest ASCO meeting is an indicator of the emergence of personalized medicine. The data itself was not that great of news for ImClone. Nonetheless, it will lift some of the pressure from reimbursement authorities. Charles believes the KRAS mutational status will be on the labels. Genentech remains strong in its growth and earnings. ImClone's new data also affects Genentech indirectly, and in a positive way.
Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan. (10:41)

In today's market, where good clinical data and milestones are shadowed by financing prospects, Charles Duncan recommends having at least 2 years cash. Charles also presents a few of the most promising small and mid caps he's been keeping his eyes on - including Myriad Genetics (MYGN), Sequanom (SQNM), Illumina (ILMN), Invitrogen (IVGN), Genomic Health (GHDX). Charles and Daniel discuss the opportunity for small and mid caps to become fully integrated specialty pharmaceuticals.
ASCO 2008, the take home message with Mike King. (02:17)

What should all investors know about this year’s ASCO? What is the take home message? Mike King tells us it hasn't been a momentous ASCO. ImClone was most affected. Mike and Daniel look at the behavior of stocks before and after the meeting, and reflect on the impact of abstract releases, preceding this year's ASCO.
ASCO 2008, Focus on Imclone with Mike King. (05:10)

What happened to ImClone's stock after ASCO this year? Mike King tells us about the expectations, the fluctuations, and what he believes was a misinterpretation of the FLEX trial results. Mike foresees a strong market for Erbitux, in the years to come, with positive impact on ImClone's earnings. Also discussed in this interview is the KRAS mutation, its impact on Erbitux's market penetration and on Imclone's earning, as well as the interest doctors and payers have in it.
ASCO 2008, Focus on Genentech with Mike King. (05:05)

In a Post-ASCO review Mike King reviews Genentech. Can the 2 months Avastin and 5 weeks Erbitux data be compared? Apples and oranges, according to Mike! The subgroups tell a completely different story. Mike is optimistic with regard to Genentech's performance. It has seen a strong growth in Non Small Cell Lung Cancer (NSCLC), and should see growth in Metastatic Breast Cancer too. Mike sets a $92 price target on Genentech's stock; outperform.
ASCO 2008, Focus on Celgene with Mike King. (04:36)

Celgene in a Post-ASCO review, reveals positive data. Mike King discusses the multiple myeloma survival data and its impact on Revlimid. Mike compares Celgene's Revlimid and (Takeda's) Millenium's Velcade. Is complete response the best predictor of outcome? How do the other parameters of the studies come into play? Mike gives us a projection for the sales of Revlimid and a price target for Celgene at $72. Last he touches upon the question of Celgene's acquisition. Would it make any sense?
ASCO 2008, Small Cap Focus with Mike King. (05:10)

ASCO can be full of surprises for some of the smaller caps. Mike King from Rodman & Renshaw reviews a few names that include Poiniard, MedRx, and Celldex/Avant.
On Creative Financing: Lionel Leventhal, Paul Capital (05:45)

Lionel gives his outlook on the market, and how to escape its volatility. He advises cautiousness when going public, and explains the other ways a company can bring additional capital in. Lionel continues to explain how Paul Capital (of which he’s a partner) structures its deals. Paul Capital leverages royalties / non-dilutive financing. Lionel then illustrates with 2 'real world' examples of companies they have taken a participation in recently.
On Creative Financing: Jeff Edelman, Symphony Capital (12:00)

With the capital markets tightened, it has become more difficult for companies to find funding. Some investors have been expanding their creative approach to financing. Jeff Edelman presents a number of options that leverage clinical development capabilities and funding, royalty streams, and optimized development financing - from Novaquest, Paul Capital, and Symphony Capital - of which he's a Principal. Jeff then explains the history of this kind of creative financing in Biotech with Amgen’s Epogen and Nupogen. He continues to illustrate the value created through a “case study” of one of Symphony Capital’s collaboration with Isis, which then led to one of the biggest partnering deals of the year.
Accelerat(or)ing NYC Biotechs - Investment Vehicle for Emerging Companies. (03:00)

A city with great research and intellectual capital, should welcome a vibrant emerging biotech industry. New York City is not taking advantage of its full potential. Accelerator Corp, a joint investment vehicle for VCs, is putting together resources that are necessary to foster success for Biotechs, here in Manhattan.
Quest CIO on Healthcare IT, Present and Future ()

What is the current state of Healthcare IT? What is being done to digitize data and clinical information today, to facilitate the access to medical records, by patients and physicians alike, and improve patient care? How can Healthcare IT improve physician and patient collaboration and education? What are some of the solutions Quest has pushed forward? What are the barriers to implementation of this change? What are the industry's concerns? What is your vision for the future of Healthcare IT?
Avant's CEO on Merger with Celldex ()

Dr. Una Ryan discusses Avant's work in infectious diseases, its partnerships with the Gate Foundation and the International Vaccine Institute, and with GSK for Rotarix. Avant announced its merger with Celldex, a spin-off of Medrex. The new combined entity will have an enhanced portfolio and including several clinical stage Oncology products and a novel antibody technology platform.
Rodman's John Chambers - Part 1 - Acumen BioFin ()

Meet the man behind Rodman & Renshaw's Life Science division, Acumen BioFin. Find out why Acumen BioFin was established, and how it has been on the forefront of rapidly evolving life science financial markets since its inception. Learn about the PIPES & Register Direct financing opportunities Acumen offers to its clients.
Rodman's John Chambers - Part 2 - 2007 Recap ()

We recap 2007 with John Chambers 2007, looking at volatility, impact of credit crisis, companies seeking capital, the number of FDA candidates, and the hot trends. John Chambers tells us about the various financing strategies that have been affecting the size and availability of new investment capital for Biotech companies, in the US and abroad. We also discuss the open and shut IPO market, the Follow-On market, the consolidation trends, the Venture piece, and the Biotech finance markets outside the US.
Rodman's John Chambers - Part 3 - 2008 Outlook ()

John Chambers tells us how adjustable mortgage rates, and election year may affect investor portfolios, and shares his bullish perspective on financing prospects for Biotech in 2008. We discuss the return of IPO market, and its implications in terms of company maturity. We conclude this interview with one general piece of advice for Biotech CEOs, and one for Investors.
Avicena CEO Interview ()

Dr. Belinda Tsao Nivaggioli is the CEO of Avicena Group (OTCBB: AVCO). She discusses Avicena's cellular energy regulation and optimization technology, in the pipeline, in the latest clinical studies, and how it will create value for shareholders.
Sanofi Pasteur looking for R&D Partners ()

What is Sanofi Pasteur looking for in external collaborations? What makes vaccines so attractive to Pharma? How do you expect the increasingly competitive market for vaccines to evolve? What are your thoughts on the recent MedImmune deal?
Novavax CEO: New Pharma Focus on Vaccines ()

What can you say of the renewed interest for vaccines? Which vaccines have the most attractive development potential? How is risk different with vaccines? How can Pharma be complimentary and how will it affect the entrepreneurial vitality of the vaccines industry? What are your thoughts on valuation after the MedImmune deal?
Announcing Ambrilia Biopharma ()

CEO Hans Mader announces at BIO 2006 in Chicago the launch of Ambrilia BioPharma., born of Procyon's acquisition of Cellpep S.A., a French biotechnology company developing therapeutics in oncology and infectious diseases. The merger, along with a concomitant $18.1 million financing was completed on March 1, 2006

A Brief History of Myriad Genetics. (1/7) (4:44)

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.

A Brief History of Myriad Genetics. (1/7)

BRAC Analysis, Myriad Genetics' Primary Revenue Driver. (2/7) (5:55)

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)

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? Checklist and Roadmap. (3/7)

Optimal Chemotherapy Dosing with OnDose, from Myriad Genetics. (4/7) (2:43)

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. (4/7)

Myriad Genetics' Latest Diagnostic (PROLARIS) Predicts Prostate Cancer Recurrence. (5/7) (7:02)

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 Prostate Cancer Recurrence. (5/7)

Patenting Genes: What if the ACLU Wins the Case Against Myriad Genetics? (6/7) (5:03)

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 Myriad Genetics? (6/7)

Financials: How is Myriad Genetics Planning to Return Cash to Investors? (7/7) (2:58)

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 Investors? (7/7)

Batman is Back, Busting Clots with Desmoteplase (4:44)

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.

Batman is Back, Busting Clots with Desmoteplase

Paion De-Risks Pipeline with Acquisition of New Value Driver CNS 7056 (5:40)

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 CNS 7056

Paion's Search & Develop Strategy: Get the Proof of Concept Faster and Cheaper than Pharma (7:16)

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 Faster and Cheaper than Pharma

Dim That Receptor Activity with Addex's Allosteric Modulation. (5:22)

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)

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 Soon?

December 2009, A Major Setback for Addex. Use of Cash, and Other Pipeline Molecules (6:58)

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 Other Pipeline Molecules

ADDEX Undervalued? What Could Drive Stock Price In The Next 6 Months (4:43)

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 Months

Who is Investing in Biotech Today? Kris Jenner (1/3) ()

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?

Who is Investing in Biotech Today? Kris Jenner (1/3)

Reconsidering Small and Mid Caps, IPOs, and Value Drivers. Kris Jenner (2/3) ()

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. Kris Jenner (2/3)

Shareholder Activism in 2010, Good or Bad? Kris Jenner (3/3) ()

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) ()

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 Gadicke (1/3)

Key Issues for Venture Capital Invetments and Fund Raising. Ansbert Gadicke (2/3) ()

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. Ansbert Gadicke (2/3)

Pharma Opportunities, Novel Technologies, and Diseases of the Decade. Ansbert Gadicke (3/3) ()

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 Decade. Ansbert Gadicke (3/3)

2010 JP Morgan Healthcare Conference, the Insider Perspective (1/2) ()

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 (1/2)

2010 JP Morgan Healthcare Conference, the Insider Perspective (2/2) ()

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 (2/2)

2009 in Review, the M&A and Venture Perspectives (1/3) (7:02)

Fred Frank and Dennis Purcell share their perspective on the transformative events of 2009 that are indicative of the future. With 3 mega-deals (Pfizer + Wyeth, Merck + Schering Plough, Roche + Genetech), the pharma landscape is changing - unfavorably for biotech. The follow-on market was strong for large cap, although we've seen less pharma aquiring, and a challenging IPO market. Dennis Purcell comments "we've reset the bar in terms of what you get paid for." Fred Frank notes that while pharma's mega-deals often diminish value and are motivated by fear of patent expiration, the Pfizer Wyeth deal seems to have a more solid strategic rationale. The structure of M&A deals appears to be converging with licensing deals - with smaller upfront and larger milestone payments.

2009 in Review, the M&A and Venture Perspectives (1/3)

2010, Where Do We Go From Here? (2/3) (8:26)

Kicking off 2010, Fred Frank advises pharma CEOs to curb those silly stock repurchase programs, and Dennis Purcell advises investors to take capital when it's there and not be overly concerned with dilution. Fred and Dennis continue to discuss consolidation, predominant deal structures, the focus of biotech and pharma, as well as their natural evolution and partnership. Finally, Fred and Dennis share some thoughts on the upcoming biotech IPOs. Many filings are expected but the strength of the post-IPO market is the most critical point to be considered - one which Dennis Purcell says might be victim of an excessive supply from companies trying to raise capital and boutique investment banks pushing them out. Fred remarks that while success breeds success, the later stage companies with approved phase 3 that complete successful IPOs might be encouraging to earlier stage companies, that might not perform as well in the aftermarkets and kill the IPO market. Fred warns that "failure also breeds failure".

2010, Where Do We Go From Here? (2/3)

FAST Word Association Game, with Fred Frank and Dennis Purcell (3/3) (1:09)

Fred Frank and Dennis Purcell share with us their spontaneous reaction to key buzz-words, in this classic game presented here by John Mohr and introduced by Needham's Mark Monane. The day's words are : 'Biotech' 'Personalized Medicine' 'Regulatory Environment' 'PharmacoEconomics' 'Innovation' 'Investors'.

FAST Word Association Game, with Fred Frank and Dennis Purcell (3/3)

NASDAQ Perspective, Part 1 - Biotech Markets in 2009 (3:12)

While the perspectives might have looked grim early in the year, throughout the year, we've seen numerous signs of recovery and a newfound health in the markets. The Biotech IPO market reopened with Telacris (TLCR) the 4th largest deal of the year, and followed by Cumberland (CPIX) and Nuokang (NKBP) showing signs of an increasingly robust healthcare market, specifically for biotechnology. Since September 15th, the backlog started filling up with a dozen companies filing for IPOs.

NASDAQ Perspective, Part 1 - Biotech Markets in 2009

NASDAQ Perspective, Part 2 - Expectations for Biotech in 2010 (4:19)

How will Biotech perform in 2010? With a Q409 setting us up for a positive 2010, the return of the IPO market means new exits for private equity and venture capital investors, who will in turn be able to reinvest in new companies. A dozen Biotech IPOs could be expected in the first 4months of this year. The international outlook is also very positive with Israeli, European, and Chinese companies filing for NASDAQ IPOs. Indicators of success to look for are the strength of the overall market, and the pricing of the issues to come market.

NASDAQ Perspective, Part 2 - Expectations for Biotech in 2010

NASDAQ Perspective, Part 3 - Helping Smaller Biotech Companies Stay Listed (2:38)

It is hard to get listed, and sometimes just as hard to stay listed. Just as we began to understand the magnitude of the financial crisis in September 2008, NASDAQ asked the SEC that companies shouldn't be immediately delisted, if they began trading under $1. This request was shortly thereafter granted, helping keep many companies on the market. Additionally, NASDAQ has been developing the services it provides to issuers (e.g. risk management, corporate governance, investor relations, intelligence on stock trading) in an effort to drive new efficiencies. Finally, we've seen some success with Sarbanes-Oxley, further reducing the cost of trading for Biotechnology companies listed on the NASDAQ.

NASDAQ Perspective, Part 3 - Helping Smaller Biotech Companies Stay Listed

Auxilium (AUXL) Pfizer Deal, Financials, Business Development, and Upcoming Milestones (4/4) ()

$75M upfront, with a total of $500M in milestones, and double digit royalties. Those are the terms of Auxilium Pharmaceutical's deal with Pfizer. The synergy has increased with Pfizer's recent aquisition of Wyeth. Salveen Kochnover of Collins Stewart and Armando Andio of Auxilium discuss the commercial rights, with an outlook on geography, indications, and other partnership opportunities. Salveen and Armando also review the expected TESTIM revenues for 2009, and the upcoming milestones (Dec 09, data in Dupuytren's; early 2010, submission of XIAFLEX in EU by Pfizer). 5 years from now, Armando expects XIAFLEX will be blockbuster drug.

Auxilium (AUXL) Pfizer Deal, Financials, Business Development, and Upcoming Milestones (4/4)

XIAFLEX Driving Auxilium's (AUXL) Stock, Dupuytren Indication (1/4) ()

Armando Anido, CEO of Auxilium Pharmaceuticals (AUXL) is interviewed by Salveen Kochnover of Collins Stewart. Salveen asks about the enzyme know as XIAFLEX that breaks down the collagen causing Dupuytren's disease. Armando explains Dupuytren's disease is present in 3-6% of adult caucasian males. Salveen and Armando discuss the clinical data, which has been favorably reviewed by the FDA for safety and efficacy. The results of the XIAFLEX treatment seem to be comparable to those of surgery.

XIAFLEX Driving Auxilium's (AUXL) Stock, Dupuytren Indication (1/4)

Auxilium (AUXL) CEO's Strategy to Bring XIAFLEX to the Dupuytren Market (2/4) ()

With upcoming Phase 3 results, Armando Anido, CEO has ramped up Auxilium Pharmaceuticals' commercial infrastructure. The interaction FDA has been positive although they missed their PDUFA date last August. Salveen Kochnover of Collins Stewart inquires about the physician training program and the 5year, 50% recurrence of Dupuytren's disease.

Auxilium (AUXL) CEO's Strategy to Bring XIAFLEX to the Dupuytren Market (2/4)

Auxilium (AUXL) Collagenese XIAFLEX Could be a Pipeline in a Product, Treat Multiple Indications (3/4) ()

XIAFLEX attacks the collagen deposits that cause Dupuytren's contracture (a fixed flexion contracture of the hand where the fingers bend towards the palm and cannot be fully extended), Peyronie's disease (abnormal curvature of the penis), cellulite, keloidal scar, and frozen shoulder (restricting motion and causing chronic pain). Results are expected in Peyronie's in December, with a breaking of the blind and release of top line data. Armando Anido, CEO of Auxilium Pharma is planning an FDA Phase 3 proposal in early 2010. Salveen asks Armando about access to treating physicians for Peyronie's disease (since they are not the same as those treating Dupuytren). Armando explains that Auxilium is well implanted in the urology community with TESTIM, a product that has been treating men with hypogonadism, or low testosterone since Feb 2003. With a Phase 3 approval in Dupuytren, Auxilium will launch new programs, in new indications.

Auxilium (AUXL) Collagenese XIAFLEX Could be a Pipeline in a Product, Treat Multiple Indications (3/4)

Can ISIS Pharma's Antisense Turn Drug Discovery on its Head? (1/4) (6:05)

ISIS CEO Dr. Stanley Crooke presents the Antisense platform technology as the natural successor of small molecules and monoclonal antibodies as a drug discovery platform. This platform is fully controlled by ISIS and made available to partners. Needham Analyst Mark Monane and Dr. Crooke discuss the increased speed in drug discovery and reduced risk of failure that Antisense brings. Partnerships and competition are also brought into the discussion. Dr. Crooke affirms a couple billion dollars in partnerships over the past 20 years. With such promising technology, ISIS Pharmaceuticals might strike fear into the hearts of the "old school" biotech companies.

Can ISIS Pharma's Antisense Turn Drug Discovery on its Head? (1/4)

Genzyme and ISIS Partnership on Lead Product "Mipomersen" for LDL-Cholesterol Reduction (2/4) (9:29)

Dr. Stanley Crooke of ISIS Pharmaceuticals and Mark Monane of Needham & Company discuss ISIS' pipeline, starting with Lead Product Mipomersen, antisense drug being developed with Genzyme, currently in Phase 3 studies in patients who cannot adequately control their cholesterol levels. Mark & Stanley talk through the relationship with Genzyme, the subcutaneous administration of the drug, and the merits of a study in cholesterol, where measurable targets provide an unequivocal test of success or failure. In a 19 product strong pipeline, are many other promising worth discussing. Stanley highlights a few of the next generation drugs in development at ISIS pharmaceuticals.

Genzyme and ISIS Partnership on Lead Product "Mipomersen" for LDL-Cholesterol Reduction (2/4)

ISIS Pharma's Development Strategy, Capital Needs, and Upcoming Milestones to Look Out For (3/4) (6:25)

How does ISIS Pharmaceuticals decide to partner a product or develop it internally? How far in the development will ISIS go? What is ISIS pharma's financial position? What are its growth prospects? What are the important upcoming milestones that will have an impact on the stock? Mark Monane of Needham & Company inquires about all of the above with Dr. Stanley Crooke, CEO of ISIS Pharmaceuticals.

ISIS Pharma's Development Strategy, Capital Needs, and Upcoming Milestones to Look Out For (3/4)

ISIS Pharmaceuticals CEO Comments on Valuation, Plays the "Word Association" Game with Mark Monane (4/4) (5:59)

With 19 Products in it's pipeline, what may be a groundbreaking proprietary platform technology, and numerous partnerships, ISIS Pharmaceuticals is hard company to value. And Dr. Stanley Crooke, CEO doesn't apologize for it. He then agrees to play Needham Analyst Mark Monane's favorite game, the fun and incisive "Word Association".

ISIS Pharmaceuticals CEO Comments on Valuation, Plays the "Word Association" Game with Mark Monane (4/4)

Osiris CEO on the Tremendous Therapeutic and Commercial Applications of Mesenchymal Stem Cells (08:34)

Randy Mills of Osiris and Bill Kirdel discuss the Osiris pipeline and technology. Bill asks Randy about the difference between Osiris' mesenchymal stem cells (MSC) and embryonic stem cells (ESC). Randy explains that MSC are persistent in the human body and that they contribute to our natural healing process. Moreover, the MSC, traditionally associated with connective tissue, have tremendous applicability due to their inflammation regulation, tissue regeneration, and tissue protection abilities. Randy continues to explain Osiris' business development strategy, following the prodigious $1.4 partnering deal with Genzyme for lead compounds in ex-US/Canada markets. Randy and Bill continue to review the execution focused future of Osiris, potential consolidations in the field of cell therapy, and the future of regenerative medicine beyond Osiris.

Osiris CEO on the Tremendous Therapeutic and Commercial Applications of Mesenchymal Stem Cells

Beyond Tests, Lab Service Genoptix (GXDX) Provides Comprehensive Diagnostics, New Efficiencies for Healthcare System. ()

Genoptix CEO, Dr. Tina Nova is interviewed by Adam Feinstein of Barclays Capital. Tina and Adam discuss the origination of the business, and how their comprehensive diagnostics services fit into existing medical paradigms. Tina explains Genoptix holds some of the best hempaths among its ranks, and it focuses on quality diagnostics and quality service. This has been the fuel for its rapid growth. Adam challenges Tina about her plans for managing growth. Given the pricing is fixed, Genoptix will raise its bottom line from increased revenue and greater efficiencies. Tina and Adam continue to discuss the current macro-enviroment and its implications for Genoptix, the impact of President-elect Obama's future healthcare reforms on diagnostics, as well as exciting new developments to come.

Beyond Tests, Lab Service Genoptix (GXDX) Provides Comprehensive Diagnostics, New Efficiencies for Healthcare System.

Cephalon's Growth Drivers and Promising Market Opportunities for Amrix, Treanda. (07:10)

Frank Baldino, CEO of Cephalon gives a quick overview of the company's financial status and comments on Treanda's recent approval for non-Hodgkin lymphoma (NHL). Interviewed by Eric Schmidt, Senior Biotechnology Analyst at Cowen, Frank comments on the high pricing of Treanda, the implication with respect to patients and payors, and the use of Treanda in earlier lines of treatment. Eric also asks Frank about the opportunity for Amrix, how it compares to Flexeril in the musculoskeletal pain market, and what the plans are for marketing the drug Amrix (given Cephalon has limited marketing experience in competitive markets).

Cephalon's Growth Drivers and Promising Market Opportunities for Amrix, Treanda.

Cephalon's Provigil Cash Cow Running Out of Milk, But Growth Continues With New Products, Indications, and Geographical Markets. (08:12)

Once Provigil reaches the end of it's patent, how will Nuvigil compete against it's mother compound in the wakefulness market? Frank Baldino and Eric Schmidt discuss Nuvigil's improved formula as well as the new markets it plans to reach. Frank and Eric also discuss the management of Cephalon's substantial net earnings in investment vs. EPS. Frank comments on the future reduction of growth in US markets, as healthcare cost are being curbed. However, Cephalon is building an infrastructure to gain rapid access to the Chinese marketplace, which could be a strong growth driver in the years to come.

Cephalon's Provigil Cash Cow Running Out of Milk, But Growth Continues With New Products, Indications, and Geographical Markets.

CoNCERT's Deuterium Substitution Platform to Create Better, Faster, Cheaper Drugs. (09:08)

Deuterium has the same properties as hydrogen, only it has the power to make molecules more stable. This creates a number of interesting applications for existing drugs. CoNCERT has developed a technological platform that substitutes hydrogen for deuterium, and has applied this process to a number of marketed drugs in the hopes of creating first or best in class drugs. Roger Tung, CEO of CoNCERT is interviewed by Eric Schmidt, Senior Biotech Analyst at Cowen on the properties of the modified drugs, and their patentability. Eric continues to ask Roger about the efficiency drug delivery process and it's starting points. Finally Roger answers questions regarding CoNCERT's cash position, and potential for growth.

CoNCERT's Deuterium Substitution Platform to Create Better, Faster, Cheaper Drugs.

CoNCERT's Leading Portfolio Asset to step into GSK Paroxetine's $3Bn Shoes. (04:52)

CoNCERT's CTP-347 is a Phase 1 treatment for hot flashes that acts as a substitute for GSK's Paroxetine, with the potential added benefit of little to no drug-drug interaction. Roger Tung and Eric Schmidt discuss future studies vs. Paroxetine or placebo. They also review CTP-518, an HIV protease inhibitor that could offer higher tolerability without a combination use with Ritonavir / Norvir (Abbott), simplifying drug use, and reducing cost to payors.

CoNCERT's Leading Portfolio Asset to step into GSK Paroxetine's $3Bn Shoes.

CoNCERT's IPO, Partnering Strategies and Full Integration for it's Deuterium Substitution Platform & Pipeline Assets (07:31)

The applicability of CoNCERT's pipeline extends beyond what it can accomplish as a small biotech. To what extent is CoNCERT willing to partner its platform and assets? Is full integration a future possibility? As Eric Schmidt interviews Roger Tung, he asks him about taking the company public. Roger and Eric also discuss the use of this platform beyond the current focus in what could a number of spin-outs. Finally, they take a look at the how CoNCERT's technology can help drugs going off patent, and their parent companies that may be staring at the abyss.

CoNCERT's IPO, Partnering Strategies and Full Integration for it's Deuterium Substitution Platform & Pipeline Assets

Markets are Down. Is it the Right Time to Invest in Biotech? (07:34)

Most listed biotech companies have lost a considerable part of the market value, what should investors do at the present moment? What is the value of cash, revenues, earnings, and near-term news-flow? What should CEOs do to maximize their chances of success in the years to come, and how much cash do companies need to weather this financial storm? These are just a few of the questions Charles Duncan answers in this program. He also comments on getting the most value of one's pipeline today, as well as the M&A trends in the years to come.

Markets are Down. Is it the Right Time to Invest in Biotech?

The Myriad Genetics Split is Official. How Will This Move Unlock Shareholder Value? (04:11)

Charles Duncan comments on the division of Myriad Genetics into a drug development company on the one hand, a personalized medicine company on the other. Why is this a good strategic move? Will the two companies work together? What are the next steps? And how will the assets and balance sheet be divided?

The Myriad Genetics Split is Official. How Will This Move Unlock Shareholder Value?

Ablynx introduces Nanobody Technologies, discusses Pharma Partnering Strategies (08:17)

How does a Small Cap Biotech make it through the current macro environment? Edwin Moses of Ablynx says choice is no longer a luxury but a necessity. Edwin reviews some of Ablynx's partnership agreements, and explains how he brought Pharma in. Beyond the cash, Ablynx is looking for experience and leverage in partners. He continues to explains how Ablynx's Nanobody Technology was discovered in camels, developed in llamas, and how it could potentially offer significant clinical and commercial benefits. Geoff Meacham of JPMorgan continues to ask him about the marketplace differentiation it offers, and the technological challenges that Nanobodies could present in the future. Edwin and Jeff then discuss Pharma's R&D productivity model and partnering models, capturing the entrepreneurial spirit of Biotech, and key drivers of M&A deals today.

Ablynx introduces Nanobody Technologies, discusses Pharma Partnering Strategies

Ablynx's Antithrombotic Safety and Efficacy Profile, Clinical Development Strategy, and Business Development Objectives (05:33)

Edwin Moses tells us what he is most excited about in the pipeline, and where he will focus the company's energy in the years to come. Geoff Meacham asks him about his plans for scaling up Ablynx's clinical development. Edwin and Geoff continue to discuss the target specific and generic based issues that could present a challenge for Ablynx. Finally, they review the antithrombotic's safety and efficacy profile with respect to currently marketed products, and take a look at Ablynx's regulatory approval strategy.

Ablynx's Antithrombotic Safety and Efficacy Profile, Clinical Development Strategy, and Business Development Objectives

Ablynx's Pipeline, Technology Advantage over MABs, and Financial Risk (05:50)

Edwin and Jeff discuss the planned evolution of Ablynx's pipeline, taking products to the clinic and improving patient care. Edwin explains everything his team has learned and gained from working with industry partners. Geoff asks about Nanobodies' advantages over Monoclonal AntiBodies (MABs). Finally Edwin and Geoff review Ablynx's $170M cash position and their burn rate, as well as their execution focus for the years to come.

Ablynx's Pipeline, Technology Advantage over MABs, and Financial Risk

Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News (05:59)

Mike is back from a very exciting American Society for Bone and Mineral Research (ASBMR) meeting in Montreal. Amgen made the news with the results of its phase 3 trial for Denosumab. Mike explains Denosumab sets a new standard for a highly efficacious, safe, and convenient treatment for a disease that has a very high unmet need, despite its prevalence. Mike and Jean-Loup comparison Denosumab to Novartis' Reclast and other Bisphosphonates - looking at safety, tolerability, administration, and convenience.

Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News

Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, Amgen's Shares could Gain 20 points (10:30)

After reviewing the Denosumab data released at the ASBMR meeting, it looks like Amgen's osteoporosis drug will be a 2nd line treatment. With 50% of osteoporosis patients going off their bisphosphonates in their fisrt year, Mike King thinks there is a low hanging fruit there. Mike also thinks the drug's profile could allow it to quickly become a first line treatment. Jean-Loup and Mike look at the market, Amgen's pricing for the drug, how that may bode with payors, and what impact Denosumab is likely to have on Amgen's share price. Mike has price target of $80 within 1 year. Jean-Loup and Mike also look at other indications and Amgen's clinical development strategy. Finally, Mike compares Denosumab to Enbrel, Avastin, and Tysabri.

Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, Amgen's Shares could Gain 20 points

Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib (03:02)

Mike and Jean-Loup take a quick look at some of the other data released at the American Society for Bone and Mineral Research Meeting in Montreal. They review Pfizer's PEARL study for the drug Fablyn, and Merck's phase 2 Odanacatib.

Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib

Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developed at Lilly and InterMune (06:17)

Oritavancin is Targanta's lead compound. Initially developped at Lilly, it was then sold to InterMune, and picked up by Targanta in an equity deal. Mark Leuchtenberger explains the history of the drug, and in doing so faces further probe from Joel Sendek as to the corporate and medical challenges the drug had to face in its earlier days. Mark explains how they were overcome in Targanta's hands, and the true potential of the was drug unlocked.

Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developed at Lilly and InterMune

Targanta Confident and Prepared for FDA Panel Review of Lead Compound Oritavancin (07:27)

Mark and Joel delve into the clincal trials and regulatory process, around Targanta's Lead compound Oritavancin. Mark describes the current response of the FDA, and completed clinial site audits. He then continues to explain his team is expecting a panel meeting and is fully prepared to assit the panel's review of the drug. This panel could be expected as early as November of this year. When Joel inquires about the release of simplified data, which might differentiate Oritavancin for its competitors, Mark tells him about the drug profile (administration, safety, efficacy), but choses to keep quiet about the release date, telling us he the abstract and data will be revealed at an upcoming, yet undisclosed scientific conference.

Targanta Confident and Prepared for FDA Panel Review of Lead Compound Oritavancin

Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die! (04:08)

Mark and Joel review the competitive landscape for Targanta's Antibiotic and Lead Compound, Oritavancin. Key differentiators include shorter course of treatment, lack of monitoring and dosing adjustment, efficacy and coverage. With a growing $1.2bn market, Mark still sees an unmet medical need in resistance adverse antibiotics, which Targanta is looking to address with focus, passion, and a Do-or-Die attitude. A Phase 3 trial, validating a single dose treatment against a standard of care competitor is expected to run next year.

Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die!

Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective Profile (10:02)

The Staccato system combines drug and device to provide a quick and convenient relief for patients with acute and intermittent conditions. Tom King (Alexza) and Ted Tenthoff (Piper Jaffray) explore the technology, mechanism of action, and safety profile. Tom and Ted to discuss the drugs in the pipeline and the indications, which include acute agitation associated with schizophrenia or bipolar disorders, breakthrough pain, panic attacks, and insomnia. They review the clinical data, and path for regulatory approval, in what Tom King calls a "crisp NDA plan" for early 2010. Tom and Ted also discuss the marketing opportunity and marketing challenges for these drugs and their innovative delivery system.

Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective Profile

Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010 (10:39)

Ted Tenthoff asks Tom King of Alexza's partnering strategy. Alexza will develop its own compounds for Psychiatry but will seek to partner in other areas, such as sleep - where Alexza is working with Endo Pharmaceuticals. Tom explains Alexza's strong cash position, and the value of the Symphony transaction, which ultimately led to the development of 3 phase 3 products. Tom and Ted review other financing vehicles used by Alexza, and the production capabilities of the new Mountain View, CA GMP facility. Finally Ted asks Tom about Alexza's discovery process, and method for prioritization of new drug development.

Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010

Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report (06:09)

The biotech sector is driven by news flow, because it has the power to change the value of companies, and put (more) money in your wallet. Charles Duncan and Jean-Loup discuss the performance of the Biotech industry in 2008 to this day, and the potential impact of news to come in the remainder of this year in the coming months. Despite the very challenging conditions, biotech outperformed. Charles and Jean-Loup also touch on the industry's relative strength in the tough financial markets, and the increased M&A activity.

Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report

Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point (05:43)

Which companies are likely to have news that can double the value your shares? Charles Duncan looks at the less obvious stock picks that could provide you with the most bang for your buck. His equation for determining the best opportunities incorporates variables such as lack of revenue (yes he means lack of), products that are owned outright and about to get significant clinical data, no FDA risk, and good cash position.

Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point

Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks (07:47)

Allos, Cytokinetics, Orexigen, and Sangamo or just a few of JMP Securities stock picks for the end of the year. Charles Duncan explains how they are at a pivotal moment in their growth, and therefore best positioned to generate large returns for investors. Charles gives us some details about the company, the ongoing clinical trials, and the type of news we should expect in the months to come.

Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks

Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical Trial (08:36)

How does one go about creating value with a platinum compound? In this interview Mike King asks Jerry McMahon of his rather broad use of Picoplatin in Oncology. They review the SPEAR clinical trial in Small Cell Lung Cancer, its design, endpoints, timeline, competitive landscape, and favorability with the FDA.

Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical Trial

Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s Cash Position (06:12)

Poniard has begun clinical trials of it’s Picoplatin in combination with other standard of care therapies. Jerry McMahon and Mike King discuss these indications and the different strategies for each one. Jerry tells us about the data presented in these trials at the latest ASCO meetings. Finally they review Poniard’s very attractive cash position, and its plans for partnering in the years to come.

Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s Cash Position

Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal Action (05:17)

Peter Strumph describes Nile Therapeutics’ CD-NP peptide for the treatment of Acute Heart Failure, and the competitive landscape. Matt Kaplan asks him about the market size, existing products, and unmet needs. In answering these questions, Peter reviews the mechanisms of action of the peptides on the market and compares their mechanisms of action to Nile’s CDNP which is expected to have more potent Hemodynamic and Renal effects.

Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal Action

Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person Team (09:00)

Peter Strumph lines up the milestones to come for Nile’s lead compound CD-NP and gives us a closer look at his strategy for determining the right dosage in Phase 2, in order to adequately prepare his Phase 3. Peter and Matt then discuss CU-NP and 2NTX-99, other pipeline products, Nile’s 8 person team and leverage model, as well as future in-licensing.

Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person Team

ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA] (09:28)

Was BMS’ offer to ImClone shareholders to be expected? What was Carl Icahn’s role? How is ImClone’s stock to be valued by BMS and other shareholders? Katherine Kim takes an in-depth look at the drugs, the pipeline, the markets and indications, and benchmark premiums. She believes this deal is very likely to close, and when it does, it will be in the $65-70 range.

ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA]

Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA] (05:47)

Genentech is at a turning point, and the time would be right for an acquisition by Roche (if there were any). Her price target is $110 per share. Katherine and Daniel review the value drivers in Genentech, and the willingness of both Roche and Genentech CEOs to make this deal happen.

Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA]

Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA] (04:28)

The $60+Bn generated from large cap acquisitions are likely to be reinvested in biotech, specifically in 4 tranches of the sector. Katherine Kim reviews gives us the rationales behind this thinking. She also expects increased M&A activity in the years to come.

Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA]

Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price? (10:58)

The story of Myriad Genetics (MYGN) resonated in the investor community as disappointing Phase 3 data was followed by a 40% stock price increase (from $48 on June 27 to $66 on August 20th, day of this interview). Charles Duncan has the longest formal coverage on Myriad. He explains the rationale behind this development, and the $87 price target he has set for the company shares. Charles and Daniel review Myriad’s personalized medicine and drug development hybrid business model, and their prospects for growth as standalone companies. Would spinning of the drug development business further unlock shareholder value? Following increased revenues and a recent $100M licensing with Lundbeck, Myriad’s cash position is quite favorable. Will it acquire? Or could it be acquired?

Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price?

Award Winning NeuroBank Team stores your Neuronal Stem Cells (12:28)

NeuroBank was recently awarded the third prize in the Moot Corp Competition dubbed "The Super Bowl of World Business Plan Competition". Their business model relies on a process of extraction, isolation, purification, expansion and storage of adult neural stem cells. Bill Kridel, stem cell expert, interviews the winning team. They discuss Neurobank’s proprietary process, future uses of neuronal stem cells, viability of cryogenically stored cells, cost for and risk to patient, target markets, and customer acquisition.

Award Winning NeuroBank Team stores your Neuronal Stem Cells

Roche and Genentech, Deal Review, with Mike King (06:31)

Mike King and Daniel Teper discuss the Genentech / Roche deal. Genentech’s Board of Directors say $89 per share is inadequate, Roche’s management feels it is more than generous. Genentech shareholders like this stock, and are reluctant to sell for less than $120-135. Why does Roche want the remaining 56% of Genentech? Will Roche be able to retain the innovation that made Genentech so successful? What are the odds of this deal closing?

Roche and Genentech, Deal Review, with Mike King

BMS and ImClone Deal Review, with Mike King (04:33)

Why is BMS after ImClone, and what will happen next? Carl Icahn’s says the $60 bid is too low. Mike King believes Icahn is waiting for the Genentech Roche transaction to play out, in order to see the valuation metrics that will be used in that transaction. Mike and Daniel continue to discuss the integration of ImClone within BMS, the international rights to Erbitux, and the odds of this transaction closing.

BMS and ImClone Deal Review, with Mike King

Impact of Summer Acquisitions on the Biotech Industry, with Mike King (04:10)

With close to $60Bn worth of biotech stock that could be removed from the market, where will this money go? Where will investors be putting their money? Mike thinks it will flow back into the group as there are still some attractive investment opportunities. Mike and Daniel further discuss the disappearance of the large cap leaders, who would take over the leadership position, and the potential for future acquisitions.

Impact of Summer Acquisitions on the Biotech Industry, with Mike King

Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill Kridel (05:58)

Bill Kridel compares stem cell business models that rely on allogenic vs autologous cells and discusses their market potential. He also touches at the various uses of stem cells, the need for standards of uniformity, FDA Initiatives, companies to focus on, and specialized funds.

Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill Kridel

Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production. (19:04)

Chicken eggs revolutionized the production of vaccines. Could animal stem cells be the new chicken egg? Vivalis has created a technology platform based on embryonic stem cells that enables the production of vaccines and antibodies. Vivalis’ CSO Majid Mehtali is interviewed by Reni Benjamin, analyst at Rodman & Renshaw. The business model is based on technology licensing, with future ambitions for own product development. Majid and Reni review comparables, Vivalis’ cash position, Euronext vs. NASDAQ listing, and the potential for acquisitions.

Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production.

Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan. (04:55)

The long running face off between Celgene's Revilimid and Millenium's Velcade intensifies with the latest clinical data releases. Charles Duncan, is bullish on Revlimid, he tells us why. Charles looks at the impact of Takeda's new ownership of Millenium on its management and competitivity vs. Celgene. Charles also comments on the JNJ / Takeda relationship.

Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan.

Celgene's Revlimid, Markets and Revenues, with Charles Duncan. (03:09)

What are the next areas of growth for Revlimid? Asides from the growth in frontline use for Multiple Myeloma, Charles Duncan tells us about its use in Non-Hodgkin Lymphoma (NHL) and Chronic Lymphocytic Leukemia (CLL). Revlimid is also bound to expand its geographical reach with Europe and Japan. Charles' expectation is that Revlimid will be a $2.8+ billion opportunity drug. Finally, he explains Revlimid's contribution to Celgene's bottom line and stock price. Charles' price target for CELG is $85.

Celgene's Revlimid, Markets and Revenues, with Charles Duncan.

Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan. (05:50)

The data released on Eribitux at the latest ASCO meeting is an indicator of the emergence of personalized medicine. The data itself was not that great of news for ImClone. Nonetheless, it will lift some of the pressure from reimbursement authorities. Charles believes the KRAS mutational status will be on the labels. Genentech remains strong in its growth and earnings. ImClone's new data also affects Genentech indirectly, and in a positive way.

Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan.

Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan. (10:41)

In today's market, where good clinical data and milestones are shadowed by financing prospects, Charles Duncan recommends having at least 2 years cash. Charles also presents a few of the most promising small and mid caps he's been keeping his eyes on - including Myriad Genetics (MYGN), Sequanom (SQNM), Illumina (ILMN), Invitrogen (IVGN), Genomic Health (GHDX). Charles and Daniel discuss the opportunity for small and mid caps to become fully integrated specialty pharmaceuticals.

Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan.

ASCO 2008, the take home message with Mike King. (02:17)

What should all investors know about this year’s ASCO? What is the take home message? Mike King tells us it hasn't been a momentous ASCO. ImClone was most affected. Mike and Daniel look at the behavior of stocks before and after the meeting, and reflect on the impact of abstract releases, preceding this year's ASCO.

ASCO 2008, the take home message with Mike King.

ASCO 2008, Focus on Imclone with Mike King. (05:10)

What happened to ImClone's stock after ASCO this year? Mike King tells us about the expectations, the fluctuations, and what he believes was a misinterpretation of the FLEX trial results. Mike foresees a strong market for Erbitux, in the years to come, with positive impact on ImClone's earnings. Also discussed in this interview is the KRAS mutation, its impact on Erbitux's market penetration and on Imclone's earning, as well as the interest doctors and payers have in it.

ASCO 2008, Focus on Imclone with Mike King.

ASCO 2008, Focus on Genentech with Mike King. (05:05)

In a Post-ASCO review Mike King reviews Genentech. Can the 2 months Avastin and 5 weeks Erbitux data be compared? Apples and oranges, according to Mike! The subgroups tell a completely different story. Mike is optimistic with regard to Genentech's performance. It has seen a strong growth in Non Small Cell Lung Cancer (NSCLC), and should see growth in Metastatic Breast Cancer too. Mike sets a $92 price target on Genentech's stock; outperform.

ASCO 2008, Focus on Genentech with Mike King.

ASCO 2008, Focus on Celgene with Mike King. (04:36)

Celgene in a Post-ASCO review, reveals positive data. Mike King discusses the multiple myeloma survival data and its impact on Revlimid. Mike compares Celgene's Revlimid and (Takeda's) Millenium's Velcade. Is complete response the best predictor of outcome? How do the other parameters of the studies come into play? Mike gives us a projection for the sales of Revlimid and a price target for Celgene at $72. Last he touches upon the question of Celgene's acquisition. Would it make any sense?

ASCO 2008, Focus on Celgene with Mike King.

ASCO 2008, Small Cap Focus with Mike King. (05:10)

ASCO can be full of surprises for some of the smaller caps. Mike King from Rodman & Renshaw reviews a few names that include Poiniard, MedRx, and Celldex/Avant.

ASCO 2008, Small Cap Focus with Mike King.

On Creative Financing: Lionel Leventhal, Paul Capital (05:45)

Lionel gives his outlook on the market, and how to escape its volatility. He advises cautiousness when going public, and explains the other ways a company can bring additional capital in. Lionel continues to explain how Paul Capital (of which he’s a partner) structures its deals. Paul Capital leverages royalties / non-dilutive financing. Lionel then illustrates with 2 'real world' examples of companies they have taken a participation in recently.

On Creative Financing: Lionel Leventhal, Paul Capital

On Creative Financing: Jeff Edelman, Symphony Capital (12:00)

With the capital markets tightened, it has become more difficult for companies to find funding. Some investors have been expanding their creative approach to financing. Jeff Edelman presents a number of options that leverage clinical development capabilities and funding, royalty streams, and optimized development financing - from Novaquest, Paul Capital, and Symphony Capital - of which he's a Principal. Jeff then explains the history of this kind of creative financing in Biotech with Amgen’s Epogen and Nupogen. He continues to illustrate the value created through a “case study” of one of Symphony Capital’s collaboration with Isis, which then led to one of the biggest partnering deals of the year.

On Creative Financing: Jeff Edelman, Symphony Capital

Accelerat(or)ing NYC Biotechs - Investment Vehicle for Emerging Companies. (03:00)

A city with great research and intellectual capital, should welcome a vibrant emerging biotech industry. New York City is not taking advantage of its full potential. Accelerator Corp, a joint investment vehicle for VCs, is putting together resources that are necessary to foster success for Biotechs, here in Manhattan.

Accelerat(or)ing NYC Biotechs - Investment Vehicle for Emerging Companies.

Quest CIO on Healthcare IT, Present and Future ()

What is the current state of Healthcare IT? What is being done to digitize data and clinical information today, to facilitate the access to medical records, by patients and physicians alike, and improve patient care? How can Healthcare IT improve physician and patient collaboration and education? What are some of the solutions Quest has pushed forward? What are the barriers to implementation of this change? What are the industry's concerns? What is your vision for the future of Healthcare IT?

Quest CIO on Healthcare IT, Present and Future

Avant's CEO on Merger with Celldex ()

Dr. Una Ryan discusses Avant's work in infectious diseases, its partnerships with the Gate Foundation and the International Vaccine Institute, and with GSK for Rotarix. Avant announced its merger with Celldex, a spin-off of Medrex. The new combined entity will have an enhanced portfolio and including several clinical stage Oncology products and a novel antibody technology platform.

Avant's CEO on Merger with Celldex

Rodman's John Chambers - Part 1 - Acumen BioFin ()

Meet the man behind Rodman & Renshaw's Life Science division, Acumen BioFin. Find out why Acumen BioFin was established, and how it has been on the forefront of rapidly evolving life science financial markets since its inception. Learn about the PIPES & Register Direct financing opportunities Acumen offers to its clients.

Rodman's John Chambers - Part 1 - Acumen BioFin

Rodman's John Chambers - Part 2 - 2007 Recap ()

We recap 2007 with John Chambers 2007, looking at volatility, impact of credit crisis, companies seeking capital, the number of FDA candidates, and the hot trends. John Chambers tells us about the various financing strategies that have been affecting the size and availability of new investment capital for Biotech companies, in the US and abroad. We also discuss the open and shut IPO market, the Follow-On market, the consolidation trends, the Venture piece, and the Biotech finance markets outside the US.

Rodman's John Chambers - Part 2 - 2007 Recap

Rodman's John Chambers - Part 3 - 2008 Outlook ()

John Chambers tells us how adjustable mortgage rates, and election year may affect investor portfolios, and shares his bullish perspective on financing prospects for Biotech in 2008. We discuss the return of IPO market, and its implications in terms of company maturity. We conclude this interview with one general piece of advice for Biotech CEOs, and one for Investors.

Rodman's John Chambers - Part 3 - 2008 Outlook

Avicena CEO Interview ()

Dr. Belinda Tsao Nivaggioli is the CEO of Avicena Group (OTCBB: AVCO). She discusses Avicena's cellular energy regulation and optimization technology, in the pipeline, in the latest clinical studies, and how it will create value for shareholders.

Avicena CEO Interview

Sanofi Pasteur looking for R&D Partners ()

What is Sanofi Pasteur looking for in external collaborations? What makes vaccines so attractive to Pharma? How do you expect the increasingly competitive market for vaccines to evolve? What are your thoughts on the recent MedImmune deal?

Sanofi Pasteur looking for R&D Partners

Novavax CEO: New Pharma Focus on Vaccines ()

What can you say of the renewed interest for vaccines? Which vaccines have the most attractive development potential? How is risk different with vaccines? How can Pharma be complimentary and how will it affect the entrepreneurial vitality of the vaccines industry? What are your thoughts on valuation after the MedImmune deal?

Novavax CEO: New Pharma Focus on Vaccines

Announcing Ambrilia Biopharma ()

CEO Hans Mader announces at BIO 2006 in Chicago the launch of Ambrilia BioPharma., born of Procyon's acquisition of Cellpep S.A., a French biotechnology company developing therapeutics in oncology and infectious diseases. The merger, along with a concomitant $18.1 million financing was completed on March 1, 2006

Announcing Ambrilia Biopharma

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