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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: Icebrg who wrote (9887)12/30/2003 2:58:33 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
<JPM conference>

Companies do tend to save up some goodies for presentation at the conference. But the last few years didn't produce very much in the way of favorable price moves, although that was in the context of depressed biotech markets. (Hard to remember, but the beginning of this year was still pretty gloomy, with the fireworks only really starting in March.)

Peter



To: Icebrg who wrote (9887)12/31/2003 9:06:05 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
<JPMorgan 22nd Healthcare Conference>

Here's an agenda - don't know if it's the final one though:

Monday January 12
· JP Morgan 22nd Annual Healthcare Conference (1/12 ? 1/15) @ the Westin St.Francis Hotel, San Francisco, CA
Ø 11:00 AM ET: DGX, AOT, GCOR, GILD
Ø 11:30 AM ET: AHG, CELG, THOR, ESRX
Ø 12:00 PM ET: HUM, TRI, VAS, MEDI
Ø 12:30 PM ET: OHP, VRTX, COO, FRX
Ø 1:00 PM ET: AMLN, VAR, PHRM, MCK
Ø 1:30 PM ET: ODSY, LH, MYOG
Ø 2:00 PM ET: HCR, SERO
Ø 2:30 PM ET: HNT, BRL
Ø 4:30 PM ET: AHS, GENZ, MTD
Ø 5:00 PM ET: WMGI, ALIOF, MICU
Ø 5:30 PM ET: MDCO, SEPR, AMHC, GDT
Ø 6:00 PM ET: CLL, AFFX, DJO, MHS
Ø 6:30 PM ET: MRN, BMET, NTEC, WAT
Ø 7:00 PM ET: ACDO, GPRO, NTMD, BIIB
Ø 7:30 PM ET: STE, WOOF, CNC, ATH/WLP
Tuesday January 13
· JP Morgan 22nd Annual Healthcare Conference (1/12 ? 1/15) @ the Westin St.Francis Hotel, San Francisco, CA
Ø 11:00 AM ET: ALKS, ICOS, CALP, BSX
Ø 11:30 AM ET: VARI, CMX/ADVP, AGIX, BAX
Ø 12:00 PM ET: CAH, IMDC, ESPR, AVE
Ø 12:30 PM ET: ADRX, HMA, AMMD, CHIR
Ø 1:00 PM ET: REGN, CRL, RCI, ZMH
Ø 1:30 PM ET: IMCL, SNN, SGEN
Ø 2:00 PM ET: OMI, SRA, MATR
Ø 2:30 PM ET: USON, FSH, CVTX
Ø 4:30 PM ET: HSIC, SYK, ADLR
Ø 5:00 PM ET: ENDP, SEM, ANSI
Ø 5:30 PM ET: CYH, IVGN, RHB, DNA
Ø 6:00 PM ET: CERN, MRX, KIND, LLY
Ø 6:30 PM ET: CBM, TMO, CCRN, AGN
Ø 7:00 PM ET: PHCC, AET, KYPH, GSK
Ø 7:30 PM ET: EXEL, KG, TKTX, EW
Wednesday January 14
· Genetech (DNA, 2-Equalweight, Positive) ? 4Q03 Earnings Release (AMC). Conf. Call @ 5:15PM ET
· IMS Health Data Release: Prescriptions for December 2003
· JP Morgan 22nd Annual Healthcare Conference (1/12 ? 1/15) @ the Westin St.Francis Hotel, San Francisco, CA
Ø 11:00 AM ET: QLTI, CVD, HGR, PFE
Ø 11:30 AM ET: SHR, UHS, LABS, AMGN
Ø 12:00 PM ET: ABC, FHRX, RDY, BMY
Ø 12:30 PM ET: HGSI, LNCR, Stratagene, HCA
Ø 1:00 PM ET: ZGEN, ANPI, TRPS, MRK
Ø 1:30 PM ET: PDCO, AXCA, NPSP
Ø 2:00 PM ET: A, MEDX
Ø 2:30 PM ET: SHPGY, OLGC
Ø 4:30 PM ET: TLRK, FHCC, IDXC
Ø 5:00 PM ET: PLL, CEPH, ALXN
Ø 5:30 PM ET: PRV, CNCT, DYAX, MDT
Ø 6:00 PM ET: ABI, United Surgical Partners Intl, BREL, WYE
Ø 6:30 PM ET: UHCO, CRXA, AMRI, STJ
Ø 7:00 PM ET: NBIX, LPNT, AMEV, RHHBY
Ø 7:30 PM ET: TRMS, WC, BEV , BVF
Thursday January 15
· JP Morgan 22nd Annual Healthcare Conference (1/12 ? 1/15) @ the Westin St.Francis Hotel, San Francisco, CA
Ø 11:00 AM ET: BRKR, PDLI, OptionCare, ACL
Ø 11:30 AM ET: LEXG, MAXY, Discovery Labs, WPI
Ø 12:00 PM ET: GNTA, PDX, LGND, OCR
Ø 12:30 PM ET: MCGN, IPXL, CTMI, DADE
Ø 1:00 PM ET: NMTI, CBST, Geneara, IVX
Ø 1:30 PM ET: CIPH, DVSA, ALGN, MIL
Ø 2:00 PM ET: NOVT, RNAI, DRRX, NCRX
Ø 2:30 PM ET: CEGE, Sun Pharmaceutical Industries Ltd, ISPH, PHS
Ø 3:00 PM ET: SMMX, OSIP, DNDN, ELN
Ø 3:30 PM ET: IMMU, ONYX, DCGN, BDX
Ø 4:00 PM ET: Aurobindo, VNLS, AMZ, MLNM
Ø 4:30 PM ET: PRX, ABGX, GTIV, BEC
Ø 5:00 PM ET: CERS, ECLP, IBPI, BIO

The O's with circles through them are in honor of Erik. <g> (Actually they are SI's interpretation of a bullet.)

Peter



To: Icebrg who wrote (9887)12/31/2003 6:11:52 PM
From: Icebrg  Read Replies (3) | Respond to of 52153
 
....of the year awards.

I saw that Rick on the NBIX board has nominated Gary Lynch for another CEO of the year award.

To complement Rick's nomination, I would like to suggest the following for the Dare-devil of the year award. My nomination in this category goes emphatically to Sepracor's Tim Barberich. By coincidence he is fishing in the same waters as Gary Lynch.

The reason for my nomination is mainly the company's recent announcement that they have started four phase IIIb studies of ESTORRA enrolling in total 2.300 persons, before they have even seen FDA approve their still outstanding NDA, which incidently has slipped about 3 months past its original best-before PDUFA-date. And to put these figures in some perspective, it should be mentioned that the NDA is only supported by a 2.700 person patient stock.

Erik