May 22, 2012

2011 Review and Outlook for Biotechnology in 2012

2012

Our favorable outlook for the biotechnology industry remains intact for 2012 and is based on several key drivers

Similarities Between Two Immunotherapies in Cancer

Brass scale with masses on cups

Approval of Bristol-Myers Squibb’s Yervoy® [ipilimumab] for melanoma in March 2011 marked the second victory for the field of immunotherapy in oncology within a year.

To Partner, or Not to Partner: That is the Question

MD Becker Partners' Life Science Digest: To Partner, or Not to Partner - That is the Question

Traditional wisdom holds that biotechnology companies benefit from collaborations with their larger pharmaceutical peers, which can help validate a company’s technology, provide capital to help fund clinical development, and enable access to experienced clinical, regulatory and commercial infrastructure.  While this was certainly true in the early days of biotechnology, the industry has now matured – [...]

Merger Means Billions for Biotechnology?

MD Becker Partners' Life Science Digest: Merger Means Billions for Biotechnology?

In March 2009, we asked the question “Where Might Genentech Investors Redeploy $47 Billion?” in response to the news that Roche Holding AG (RHHBY.PK) would acquire the outstanding publicly held interest in Genentech for a total payment of approximately $47 billion in cash.   We hypothesized that investors seeking biotechnology companies of comparable size and liquidity [...]

Monoclonal Antibody Companies Command Premiums

Monoclonal antibody image from MD Becker Partners

Monoclonal antibodies, which have been approved for immunological, anti-infective, ophthalmic, cancer and other categories, represent one of the most successful therapeutic drug classes.  Ten monoclonal antibodies have been approved for cancer therapy alone, including three blockbuster products sold by the Roche Group (RHHBY) – Avastin® [bevacizumab], Rituxan® [rituximab], and Herceptin® [trastuzumab] that collectively represented nearly [...]