You are Watching:Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News at the American Society for Bone and Mineral Research (ASBMR) meeting.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 e…

You are Watching:Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, with the Potential to Become 1st Line Treatment. Amgen's Currently Inexpensive Shares to Gain 20 points.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 o…

You are Watching:Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib.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.This interview was conducted at…

You are Watching:Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developped at Lilly and InterMuneOritavancin 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 …

You are Watching:Targanta Confident and Prepared for FDA Panel Review of Lead Compound OritavancinMark 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 pan…

You are Watching:Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die!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 …

You are Watching:Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective ProfileThe 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 s…

You are Watching:Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010Ted 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 explain…

You are Watching:Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year ReportThe 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, a…

You are Watching:Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping PointWhich 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 incorpor…

You are Watching:Making Money in Biotech, the JMP Securities Way - Part III: A few Stock PicksAllos, 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.…

You are Watching:Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical TrialHow 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, time…

You are Watching:Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s $100M Cash PositionPoniard 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 pres…

You are Watching:Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal ActionPeter 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, P…

You are Watching:Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person TeamPeter 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-…

You are Watching:ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA]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 ben…

You are Watching:Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA]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 Ro…

You are Watching:Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA]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 incr…

You are Watching:Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price?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 …

You are Watching:Award Winning NeuroBank Team stores your Neuronal Stem CellsNeuroBank 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 K…

You are Watching:Roche and Genentech, Deal Review, with Mike King.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 w…

You are Watching:BMS and ImClone Deal Review, with Mike King.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 disc…

You are Watching:Impact of Summer Acquisitions on the Biotech Industry, with Mike King.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…

You are Watching:Visionaries: Bill Kridel on the Role of M&A Today.Bill Kridel discusses the strategic and rescue role of M&A today. Many companies leverage M&A for geographic and portfolio reasons - looking at some of the latest deals (Roche and Genentech, Daiichi and Ranbaxy). With the current market conditions M&A propositions from larger compan…

You are Watching:Visionaries: Bill Kridel on Biotech in 20 Years, Regenerative Medicine, Biomarkers, Personalized Medicine.Bill Kridel foresees three great tsunami that are bound to change the biotech industry and the quality of healthcare. These are regenerative medicine, biomarkers and molecular diagnostics, and personalized medicine. Bill also d…

You are Watching:Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill KridelBill 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 foc…

You are Watching:Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production.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 Ma…

You are Watching:Celgene's Revlimid, Markets and Revenues, with Charles Duncan.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 rea…

You are Watching:Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan.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 manag…

You are Watching:Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan.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 believe…

You are Watching:Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan.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 - in…

You are Watching:Visionaries: Stelios on Financing, Productivity, and the Cost of Innovation.Stelios Papadopoulos, veteran of the Biotech Industry, looks at the financing environment today, and the "windowless paradigm" we've been operating in since 2003. He emphasizes the importance of changing investor sophistication and investment horizons. Stel…

You are Watching:Stelios' 20 Year Vision, Fundamental Science, Personalized Medicine, and Energy.Stelios shares his vision for Biotech in the next 20 years, comparing technical and fundamental problems, how they will be funded and solved. He also addresses the issue of energy, for which he thinks we will find biologically driven solutions. Stelios …

You are Watching:ASCO 2008, the take home message with Mike King.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 relea…

You are Watching:ASCO 2008, Focus on Imclone with Mike King.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 ear…

You are Watching:ASCO 2008, Focus on Genentech with Mike King.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…

You are Watching:ASCO 2008, Focus on Celgene with Mike King.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 t…

You are Watching:ASCO 2008, Small Cap Focus with Mike King.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.This interview was conducted at the NASDAQ Marketsite, on June 5th, 2008, in New York City, on the occasion of the 44th Annual Meet…