Bristol-Myers Squibb Co. (BMY)
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- Fannie & Freddie Bailout? - Fast Money Recap (9/5/08) [view article]
- 5 Potential Buyout Targets in Biotech - Barron's [view article]
- Big Pharma Pipeline: Why So Dry? [view article]
- Biotech Outlook: M&A Will Continue [view article]
- China's Hepatitis B Market to Double by 2012 [view article]
- Time to Invest in Pharmaceuticals? [view article]
- Five Biopharma Companies Drop on Negative Drug News [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
- Imclone Systems: No Shame, No Gain [view article]
- Updates on the Healthcare/Biotech Mergers [view article]
- Companies With Recent, Innovative Product Approvals vs. Healthcare ETFs [view article]
- Big Pharma’s Healthy Appetite for Acquisitions [view article]
loading ...Recent BMY Articles
- Merger Watch: ImClone Systems - Bristol Myers Squibb
- Eli Lilly's Brewing Battle With Bristol-Myers
- Fannie & Freddie Bailout? - Fast Money Recap (9/5/08)
- Big Pharma Pipeline: Why So Dry?
- Biotech Outlook: M&A Will Continue
- China's Hepatitis B Market to Double by 2012
- Five Biopharma Companies Drop on Negative Drug News
- 2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
- Bristol-Myers Ponies Up for Elotuzumab
- AstraZeneca Gives FluMist Spray a Shot in the Arm
- Full List of Articles »
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5 Potential Buyout Targets in Biotech - Barron's [view article]
Everyone here is overlooking JAVELIN PHARMA (JAV). AT 2.75 and a market cap of 160 million dollars it can and will eventually be bought at a very healthy premium to current value. Company has commercialized AND has 3 Phase III products ( 3 - that's right). Still has close to 50 million cash on the books ans 2 NDA's to be filed in 2009. By the way IP property and patents alone worth 110 million. ReplyBig Pharma Pipeline: Why So Dry? [view article]
I totally agree with the second point by Tom B, the FDA is reacting to the liberal congressional committees and also a few "scientist's"... that seem to have an agenda other than science. Add to that the scandelous liberal media that plays up non-issues like horrific events. I also think the New England Journal of Medicine is way out on some radical limb. ReplyBig Pharma Pipeline: Why So Dry? [view article]
I know the industry. There are several problems:1) The "D" in R&D is MUCH bigger than the "R". Big Pharma has been slashing research.
2) The FDA is full of cronies. They are too slow to approve, and WAY to quick to panic over extremely miniscule risks. Look at the whole Vioxx thing. Reply
Big Pharma Pipeline: Why So Dry? [view article]
Please take a look at the ratio of drug company marketing spending, to research spending. I maintain that when they started spending more on advertising, than on research, the number of new drugs discovered, tanked. The last article I saw on this subject says that they are now spending in the neighborhood of 2-3 times as much on marketing, as on research. Perhaps, if they just did the research (and did it right), and forgot the advertising, they could produce a few more new drugs.Then there is the use of questionable statistics in analyzing the data. The experts in the various medical fields cannot even agree that some of these new drugs are safe and effective for their intended uses. Given their recent record of producing drugs with so many questionable results, one has to wonder why they didn't discover that these drugs were not safe and effective until they were already on the market. Very poor science, it seems to me, and also very poor statistical analysis. And, I might add, very poor oversight by the regulators.
Some return to basic good science, is perhaps all that is needed. That, and a little less marketing. Reply
furgeson
Big Pharma Pipeline: Why So Dry? [view article]
Lack of innovation among 'big pharma' is nothing new. Virtually all of the major blockbusters of today were discovered at the laboratories of small companies that were picked up on the cheap from these monstrous waste baskets. Who is to blame? Short term fund managers pressuring great small companies into deals. Who pays the price? Everyone. ReplyBiotech Outlook: M&A Will Continue [view article]
Is there any logical reason for Pluristem Therapeutics Inc (PSTI) to be included in any M&A thought process. Currently trading at it's 52 week low. My opinon is that as it holds license on several "cutting edge" stem cell derivitives with great promise, it should be on somebody's radar screen. ReplyBiotech Outlook: M&A Will Continue [view article]
What do you think about QCOR? ReplyChina's Hepatitis B Market to Double by 2012 [view article]
Hepatitis B can be minimized through childhood immunization, better sanitary conditions and use of condoms. While no government would like this disease to continue a more sensible question is if the government can afford it. It is like many cancer patients in China just die without chemotherapy. Even with chemotherapy it is always the inexpensive ones which usually are the ones with less desirable outcomes.There are many many hepatitis patients in both Taiwan and Hong Kong for reasons mentioned above. Reply
China's Hepatitis B Market to Double by 2012 [view article]
Hepatitis B is a public health problem and should be prevented rather than treated. If China has national will to prevent this disease, it will disappear from China as in Taiwan and Hong Kong. It is a bad investment to bet on China will allow this disease to go on forever. In the short term, those already infected will need the drugs. ReplyChina's Hepatitis B Market to Double by 2012 [view article]
It is reported in cities like Shanghai or Guangzhou the hepatitis B patients accounts for more than 10% of population. The potential for this market is huge.However one must also consider the cost of these medications. In the US those pegylated interferons cost the pharmacy about US$900-$1200 per month. Even if the manufacturers are willing to take a mark down, may be to 25% of the US cost, it still represents a major expense for most Chinese households.
Reply
Time to Invest in Pharmaceuticals? [view article]
to; mkreiselJust pick up a copy of the NJofM or Harvard review. They have no bias when it comes to reporting it takes 800 million to 1.04 billion per drug to market. This is very well know. This is all in the company financials, just read. If they are lying, well then all the accounting firms are subject to huge fines. Not that this can not happen, but unlikely with SOX at this point.
I work in pharma, it is real. Its only going to get more and more expensive as the FDA has increased its safety analysis. I see it at 1.2 billion by 2012. The FDA will stiffle progress in the USA, if dems take charge it will be worse. The EU, China, India, Brazil and Russia will account for most of the growth past 2010. Reply
Haszard
Five Biopharma Companies Drop on Negative Drug News [view article]
Zyprexa has generated a lot of bad press for Eli Lilly and they still have unresolved Zyprexa settlement claims.Eli Lilly is 'reaping the whirlwind' for aggressive marketing of Zyprexa that has caused suffering and deaths.
Zyprexa is being avoided by doctors they aren't prescribing it for new patients at all anymore.
--
Daniel Haszard 4 year Zyprexa patient who got diabetes from it. Reply
The Top Dividend Paying ETFs and Stocks [view article]
for Frank Li, Dividend stocks are a great way to make aliving especially for those of us who are retired. I have been
investing in dividend stocks for 52 years and have no regrets.
I retired at 44 (23 years ago) and make a 6 figure income, which
is really what you want and need when you retire. Reply
Time to Invest in Pharmaceuticals? [view article]
Where does everyone get this $800-1000M per drug number? From the pharmaceuticals themselves of course!Can that number be fully trusted? Reply
5 Potential Buyout Targets in Biotech - Barron's [view article]
Years ago, I thought that I could divine the future of the biotech companies. Account damaging stock gaps from failed “sure thing” phase–three studies and unexpected drug side-effects required a reassessment of how to successfully invest in the sector. Fortunately, before long I realized that foretelling a novel compound’s efficacy and long term safety was beyond my prophetic ability.Most industry group sub-sectors have a high price change correlation among component companies; however this is not the case with biotechnology. This characteristic suggests that a shotgun approach will be a logical path to success.
The biotech industry in aggregate creates many successful marketable compounds, with ensuing product profits much greater than the sum of cash burn, and long safety issues with resultant litigation expenses, etc. Thus, a more effective way to gain exposure is by using an eight stock or greater basket, or an ETF; select an ETF carefully though, as company weighting methodologies can vary greatly among ETF managers. For example, currently BBH has a huge 39.5% allocation to DNA, whereas XBI has a maximum of 6.1% in any one company. Also, as you would expect, with diversification we can expect a less-wild ride; using daily closing price, the sixty-day standard deviation of XBI is 25.7%, whereas the same for BIIB is 83%, and for ELN a gut-wrenching 209.2%.
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