| Message | Subject | Recs | Date/Time (ET) |
| A relatively positive and informative article on the Senate bill:
http://poli | Biotech Valuation | | 11/24/2009 12:55:12 PM |
| Here's some background on so-called "foreign-cubed" litigation:
http://www.la | Biotech Valuation | | 11/24/2009 11:30:52 AM |
| Well maybe Medicare still won't pay for anti-rejection drugs, but I guess coveri | Biotech Valuation | 1 | 11/23/2009 09:51:58 PM |
| >>parse that sentence a second time before I realized that TAU referred to the u | Biotech Valuation | | 11/23/2009 09:40:22 PM |
| Trying to resuscitate a failed trial - this used to be Indevus's drug. Don't kno | Biotech Valuation | 1 | 11/23/2009 03:02:30 PM |
| BTW, Novartis has an oral iron chelation drug (Exjade) - don't think it crosses | Biotech Valuation | 1 | 11/22/2009 09:22:31 PM |
| I think it is pretty well established that you get | Biotech Valuation | | 11/22/2009 09:03:59 PM |
| There are a few abstracts on PubMed (all in what seem to me to be obscure journa | Biotech Valuation | | 11/22/2009 04:02:15 PM |
| >>OT. Recent piece from the IMF
Just looked at this. Surprised at the structu | Biotech Valuation | | 11/21/2009 07:56:36 PM |
| >>guys who gave us Bob
I'm pretty sure there is | Biotech Valuation | 2 | 11/20/2009 07:57:33 PM |
| Interesting post by Derek Lowe:
<i>The InVivo Blog has a good article on a co | Biotech Valuation | 2 | 11/20/2009 03:31:49 PM |
| Between the GS bonuses and compensation like that discussed in the following art | Biotech Valuation | 4 | 11/20/2009 02:47:17 PM |
| I saw an analyst report for THOR about their Heartmate II device - at $80k per p | Biotech Valuation | 1 | 11/20/2009 02:44:22 PM |
| >>a charge of $535 fr "surgery" appears on the ins | Biotech Valuation | | 11/20/2009 02:04:32 PM |
| <i> The simple act of monitoring, by itself, tends to change practice.</i>
I | Biotech Valuation | 1 | 11/20/2009 11:42:50 AM |
| This is interesting:
http://www.google.org/flutrends/about/how.html
Wonder | Biotech Valuation | 1 | 11/19/2009 01:31:07 PM |
| Let me attempt a "big picture" analysis of any health care system. At the end of | Biotech Valuation | 3 | 11/19/2009 01:12:10 PM |
| Reading the PR, it sounds to me like 2.5 days out of 7, not out of 14:
<i><b> | biotech fireworks | | 11/18/2009 10:12:01 PM |
| Can't argue with this opinion piece in the WSJ:
<i>Health 'Reform' Gets a Fai | Biotech Valuation | 6 | 11/18/2009 06:23:46 PM |
| My concern is that this company is way too small to be playing out in the ocean | Biotech Valuation | 1 | 11/17/2009 01:49:11 PM |
| BTW, in celebrity cancer news, Microsoft's Paul Allen has diffuse large B-cell l | Biotech Valuation | | 11/17/2009 12:02:33 AM |
| MITI abstracts look very good to me in terms of efficacy.
We still have to s | Biotech Valuation | 1 | 11/16/2009 09:10:08 PM |
| Nice call - I believe you suggested a few months back that PCAP would be munched | Biotech Valuation | 1 | 11/16/2009 03:54:39 PM |
| But note the accompanying editorial isn't yet ready to write-off other attempts | Biotech Valuation | 1 | 11/15/2009 07:09:09 PM |
| Wish I still owned my KOSP shares...
<i>Published at www.nejm.org November 15 | Biotech Valuation | 1 | 11/15/2009 07:00:48 PM |
| If you do write about this, be sure to emphasize that even if their research is | Biotech Valuation | 1 | 11/15/2009 05:57:39 PM |
| Derekk Lowe on R&D cuts at big pharma:
http://business.theatlantic.com/2009/1 | Biotech Valuation | 1 | 11/14/2009 01:31:54 PM |
| Semi-Annual Changes to the NASDAQ Biotechnology Index
* Press Release
| Biotech Valuation | 1 | 11/14/2009 01:06:43 PM |
| From http://www.pharmalive.com/special_reports/details.cfm?reportID=277
T | Biotech Valuation | 1 | 11/13/2009 02:42:33 PM |
| So your company is in big trouble, the current Chairman of the Board who is by f | Biotech Valuation | 5 | 11/12/2009 02:57:06 PM |
| For an off-the-radar small biotech, Polymedix (PYMX on the BB) is worth a look. | Biotech Valuation | 1 | 11/12/2009 02:50:08 PM |
| I haven't looked at the details here, but I don't think that's how it works gene | Biotech Valuation | 1 | 11/12/2009 11:37:21 AM |
| (OT - BNI)
You might be right about option holders not necessarily ending up | Biotech Valuation | | 11/11/2009 11:19:02 PM |
| So say you sell the 2012 $100 calls - big spread, but maybe you could get near $ | Biotech Valuation | | 11/11/2009 12:46:54 PM |
| I agree with most of what you say. But I guess I would go further, and say this | Biotech Valuation | 1 | 11/11/2009 11:04:24 AM |
| (OT)
Anyone have any thoughts on the BNI arbitrage opportunity here? The chan | Biotech Valuation | | 11/11/2009 01:58:52 AM |
| I really have to wonder if all the bad EPO news is yet in Amgen stock:
<i>Stu | Biotech Valuation | 1 | 11/10/2009 06:58:33 PM |
| These are pretty dramatic results, especially in a condition where Phase I is hi | Biotech Valuation | 1 | 11/10/2009 11:12:20 AM |
| So out of curiosity I checked and it turns out I sortof-kinda have an Erdos numb | Biotech Valuation | 1 | 11/08/2009 08:43:33 PM |
| Neat post.
For those that know nothing of Erdos (surely one of the most eccen | Biotech Valuation | 1 | 11/08/2009 05:37:25 PM |
| Well I just read a report someplace about Goldman's cost of borrowing - it was u | Biotech Valuation | 1 | 11/06/2009 12:19:06 PM |
| It's my understanding that under the old deal MEDI had to pay for all production | Biotech Valuation | 1 | 11/05/2009 10:32:10 PM |
| >>they will pay $6.5 million
I haven't listened to call yet, but I'm assuming | Biotech Valuation | 1 | 11/05/2009 03:22:46 PM |
| It is strange. Their upfront payments will be revealed in the next quarterly rep | Biotech Valuation | 1 | 11/05/2009 11:19:48 AM |
| Well that's why MITI raised all that money I guess. Medimmune had been responsib | Biotech Valuation | 1 | 11/05/2009 09:18:44 AM |
| Wyeth has some hemophilia-related intravenous products - factor VIII and factor | Biotech Valuation | 1 | 11/04/2009 02:57:48 PM |
| Preclinical AP24534:
<i>AP24534, a Pan-BCR-ABL Inhibitor for Chronic
Myeloid | Biotech Valuation | 1 | 11/03/2009 01:43:32 PM |
| More like this one maybe: :)
http://www.youtube.com/watch?v=DkmFgQ9fM94
| Biotech Valuation | 1 | 11/03/2009 01:37:14 PM |
| <OT - desalination>
This is interesting:
http://www.dailykos.com/storyonly | Biotech Valuation | 2 | 11/03/2009 10:33:31 AM |
| Well there are a couple of success stories posted on 23andme:
>>The one match | Biotech Valuation | 1 | 11/03/2009 10:21:13 AM |
