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TMFHelical (99.09)

May 2008

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More on Direct to Consumer Pharma Advertising

May 23, 2008 – Comments (5) | RELATED TICKERS: JNJ

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West Pharmaceuticals - Still Bullish

May 20, 2008 – Comments (1)

West is still one of my favorite holdings.  They recently announced results for the quarter and the transcript is here.  [more]

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Astelin - For Temporary Relief of Ethics?

May 09, 2008 – Comments (4)

I blogged a couple of days back about a radio advertisement I heard for a pharmaceutical product.  [more]

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More on Biosimilars

May 08, 2008 – Comments (5)

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FluFlix - Disturbing Trend

May 07, 2008 – Comments (2) | RELATED TICKERS: NVS , GOOGL

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Genzyme and Some Biosimilar Foreshadowing

May 06, 2008 – Comments (3)

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]

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Pharma in China

May 05, 2008 – Comments (0)

Linked bleow is a market report discussing the market opportunities for pharma in China.  They are not-surprisingly huge.  [more]

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Biotech Globalization and The Moneytree

May 02, 2008 – Comments (0)

Mostly links for me.  [more]

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