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Biotechnical Currency: July 2007
http://biotechnicalcurrency.blogspot.com/2007_07_01_archive.html
Wednesday, July 25, 2007. This is the second in a series about Helicos Biosciences, a next generation sequencing startup. Having familiarized ourselves with the NGS market, we are better positioned to take a look at Helicos. And evaluate their recent IPO. In 2003 professor Stephen Quake. Then at California Institute of Technology, published a paper. In the Proceedings of the National Acedemy of Sciences. Describing that sequence information could be obtained from a single strand of DNA without. And a pro...
Biotechnical Currency: Targanta Therapeutics Part I : Antimicrobial Resistance
http://biotechnicalcurrency.blogspot.com/2007/12/targanta-therapeutics-part-i.html
Saturday, December 15, 2007. Targanta Therapeutics Part I : Antimicrobial Resistance. Filed for an IPO in early October 2007. They are a biopharmaceutical company focused on the development and commercialization of innovative antibiotics for serious infections. Their important therapeutic in development is oritavancin. A novel semi-synthetic glycopeptide. The evolution of increasingly antimicrobial-resistant bacterial species stems from a multitude of factors. Is perhaps the pathogen of greatest concern.
Biotechnical Currency: March 2008
http://biotechnicalcurrency.blogspot.com/2008_03_01_archive.html
Wednesday, March 26, 2008. Protein Biomarkers part I: Fact versus Fiction. Its difficult to know where to begin when discussing the nascent biotechnological sector known as Biomarkers. I think therefore it may be helpful for the uninitiated to give the term some context and definition. In its simplest definition, a biomarker. Is any substance which is used as an indicator of a biologic, or phenotypic. Levels or white blood cell counts. Disease or any other genetic disorder, or RNA in expression profiles.
Biotechnical Currency: Targanta Therapeutics Part III : To Buy or Not?
http://biotechnicalcurrency.blogspot.com/2008/01/targanta-therapeutics-part-iii-to-buy.html
Monday, January 28, 2008. Targanta Therapeutics Part III : To Buy or Not? Raised in IPO: $58million. Lead Underwriter: Credit Suisse. Burn Rate: $52.2million. Nine months ended 08/30/07). Targanta expects to file a NDA for oritivancin. In the first quarter of 2008. Even still this is cutting it a bit close, as at the current burn rate I would expect them to run out of cash sometime in March. In addition, the press release. From the prospectus, Targanta has purportedly been rigoriously performing in vitro.
Biotechnical Currency: January 2008
http://biotechnicalcurrency.blogspot.com/2008_01_01_archive.html
Monday, January 28, 2008. Targanta Therapeutics Part III : To Buy or Not? Raised in IPO: $58million. Lead Underwriter: Credit Suisse. Burn Rate: $52.2million. Nine months ended 08/30/07). Targanta expects to file a NDA for oritivancin. In the first quarter of 2008. Even still this is cutting it a bit close, as at the current burn rate I would expect them to run out of cash sometime in March. In addition, the press release. From the prospectus, Targanta has purportedly been rigoriously performing in vitro.
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Sizz's Biotech Blog: January 2008
http://biotechstockblog.blogspot.com/2008_01_01_archive.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 28, 2008. Cost of Capital Key to Valuation. I have based a lot of my analysis on this blog around financial models, specifically rNPV. Talked about many times. However, after a discussion on ViroPharma's (VPHM) Yahoo! Finance message board, I noticed that I never mentioned a key component to valuation, which is a company's cost of capital. COC = [(Weight of Equity)*(COE)] [(Weight of Debt)*(COD)]. Amgen'...
Sizz's Biotech Blog: Another disappointing quarter for Genentech
http://biotechstockblog.blogspot.com/2008/01/another-disappointing-quarter-for.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 14, 2008. Another disappointing quarter for Genentech. Genentech (DNA) reported full-year 2007 earnings today and, while the company beat on the bottom line and guided 2008 in-line, investors sent shares down again as its major drugs missed revenue estimates. Shares of DNA have traditionally traded on the company's revenues, and this time is no different. Disclosure: I do not have a position in DNA.
Sizz's Biotech Blog: What can we make of Amgen?
http://biotechstockblog.blogspot.com/2008/01/what-can-we-make-of-amgen.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 25, 2008. What can we make of Amgen? Amgen's 2007 earnings were nothing to boast about, as the company posted $14.77 billion in revenues, only a 3.5% gain, and $4.8 billion in adjusted profit, a 4% gain over 2006. It must be noted, however, that Amgen did still grow despite a 25% drop-off in fourth quarter sales of Aranesp. Results of the FDA panel meeting could provide for more downside. There is a lot ...
Sizz's Biotech Blog: Drug of the Week: Tysabri
http://biotechstockblog.blogspot.com/2008/01/drug-of-week-tysabri.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 19, 2008. Drug of the Week: Tysabri. Tysabri was originally approved for MS in 2004, but was pulled from the market in 2005 after two patients died after contracting PML. The FDA allowed the drug to return to the market in 2006 with a risk-management plan, and there have been no complications with PML since. The drug will have a risk-management plan for Crohn's as well. The addition of Crohn's to Tysabri...
Sizz's Biotech Blog: Valuing Biotechs: Part 2
http://biotechstockblog.blogspot.com/2007/07/valuing-biotechs-part-2.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. July 2, 2007. Valuing Biotechs: Part 2. To help you out, I have made a template for valuing drugs using rNPV. You can download it here. And try it out for yourself. If you have questions, send me a comment. To put all of this into practice, I will take you through my valuation for GenVec all this week. I wasn't able to download rNPV template. Is it still available? November 30, 2008 at 2:20 AM. This blog is mean...
Sizz's Biotech Blog: Videos of the Day
http://biotechstockblog.blogspot.com/2008/01/videos-of-day_10.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 10, 2008. Videos of the Day. The JPMorgan Healthcare Conference wrapped up today, and biotech is looking at a big week of earnings next week starting Monday with Genentech (DNA). Here are some good videos that should be checked out. 1) CNBC's Fast Money takes a look at DNA as well as a Crohn's drug. 2) Adam Feuerstein from the TheStreet.com wraps up the JPM Conference. January 30, 2014 at 1:56 PM.
Sizz's Biotech Blog: 2008 Re-Launch
http://biotechstockblog.blogspot.com/2008/01/2008-re-launch.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 7, 2008. January 30, 2014 at 1:51 PM. Subscribe to: Post Comments (Atom). Subscribe in a reader. Enter your email address:. Check Out These Sites. Cost of Capital Key to Valuation. What can we make of Amgen? Correction and Clarification to Tysabri article. Drug of the Week: Tysabri. Another disappointing quarter for Genentech. Busy week comes to an end. Stock of the week: ViroPharma. Videos of the Day.
Sizz's Biotech Blog: Video & Headline of the Day
http://biotechstockblog.blogspot.com/2008/01/video-headline-of-day.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 9, 2008. Video and Headline of the Day. With the JPMorgan Healthcare Conference winding down, the news was a litter thinner today, but I found. A couple of links worth taking a look it. 1) First up is an article from the Motley Fool, which takes a look at Sirtris' Diabetes pipeline. 2) And here is a video from TheStreet.com TV, which profiles over-the-counter-traded biotech Derma Sciences.
Sizz's Biotech Blog: Stock of the week: ViroPharma
http://biotechstockblog.blogspot.com/2008/01/stock-of-week-viropharma.html
Tracking the biotech sector. Enter your search terms. Watch the latest videos on YouTube.com. January 11, 2008. Stock of the week: ViroPharma. ViroPharma (VPHM) has had a big week. However, that does not mean the threat of generic competition is gone. A generic form of Vancocin will be available at some point, and investors need to look beyond Vancocin to see if ViroPharma is a viable investment choice. VPHM is a small ($700 million market cap), but highly profitable biotech. The company has a clean ...
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Wednesday, March 26, 2008. Protein Biomarkers part I: Fact versus Fiction. Its difficult to know where to begin when discussing the nascent biotechnological sector known as Biomarkers. I think therefore it may be helpful for the uninitiated to give the term some context and definition. In its simplest definition, a biomarker. Is any substance which is used as an indicator of a biologic, or phenotypic. Levels or white blood cell counts. Disease or any other genetic disorder, or RNA in expression profiles.
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