May 23, 2008 –
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RELATED TICKERS: JNJ
[more]
May 20, 2008 –
West is still one of my favorite holdings. They recently announced results for the quarter and the transcript is here. [more]
May 09, 2008 –
I blogged a couple of days back about a radio advertisement I heard for a pharmaceutical product. [more]
May 07, 2008 –
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RELATED TICKERS: NVS
, GOOG
[more]
May 06, 2008 –
Biosimilars, Follow-on biologics, Biogenerics - whatever. As many biotech investors are aware, there is no path through the FDA whereas a generic drug based on a biological therapeutic can seek approval. This is one of the reasons that 'Biotechnology' companies [Traditional definition i.e. companies that make pharmaceuticals from proteins, mabs, and other biological materials] typically command higher multiples to traditional small chemical entity pharmaceutical firms. Patent expiration's don't mean the collapse of sales that is true in 'old pharma'. [more]
May 05, 2008 –
Linked bleow is a market report discussing the market opportunities for pharma in China. They are not-surprisingly huge. [more]
May 02, 2008 –
Mostly links for me. [more]
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