Ohad Hammer

Top Biotech Picks for ASCO 2009 (Part I)

As I wrote, the list is incomplete. Besides, most of the important data for ALTH's drug is already known and were submitted to the FDA.

The Long Case for Pfizer

Very nice interview, clear and simple.
imo, Berkowitz is right on the money.
The pharma industry is facing a patent cliff, but it doesn't mean companies like Pfizer will actually fall off a cliff. It will still generate plenty of cash and will be able to utilize its huge global footprint.
Can't say I follow every investigational agent in the company's pipeline, but it seems to have quite a few interesting drugs, particularly in the pain/inflammation area.
I am still a little bit worried about their oncology pipeline, especially the lack of antibody based drugs. They do seem to have a deep and broad small molecule pipeline, but most of it is early stage. The Wyeth deal doesn't help a lot on the oncology front, although Wyeth has a very interesting conjugate with strong data in NHL. For some reason, the company is not too public about it.

Ohad Hammer

Licensing Deal Is Imminent for ArQule

Thanks Basel Expat.

EXEL looks great at the current price. Similar to the overall market, all bad news (cash burn) are factored in and when multiple licensing deals are signed, I see it going substantially higher. It is less risky than ARQL, no doubt, thanks to its broad portfolio, and this should be ARQL's model as well.

EXEL just got involved in another crowded "next big thing" area yesterday, Hsp90 inhibitors. In this case it is lagging behind BMS
and SNTA among others.

Ohad

Licensing Deal Is Imminent for ArQule

Thanks

I Don't follow ARIA too closely.