Shows
Hopkins Biotech PodcastAdrian Rubstein: translating science to business in the Latin American biotech ecosystemAdrian is an advisor for several biotech companies in Argentina. Before joining CITES, a venture builder from Argentina, he worked as an advisor for RedCrow VC in San Francisco, and has more than 10 years working in the pharmaceutical industry in companies like Novartis and Merck KGaA. In this episode, we discuss his path from academia to big pharma companies and how he made it to the world of Venture Capital and Venture Building. He also shared his thoughts about the role of big pharma in ecosystems like Latin A...
2023-01-1753 min
Biobusiness PodcastIntroduccion a la academia QC LaboratoryEste episodio resume la introducción a la academia QC Laboratory ofrecido como parte de los talleres y adiestramientos de Biobusiness Research.
2022-07-0409 min
El método PVKLas 4 etapas de las bioconexiones - 002 Biobusiness¿Habías imaginado vender con conciencia? Ahora imagínate aplicarlo a toda tu vida.
2022-05-2907 min
El método PVKCómo vender aplicando biodescodificación - 001 Biobusiness¿Quieres saber cómo cerrar más ventas? Te enseño cómo vender desde una mirada que nunca antes te imaginaste.
2022-05-2206 minBiobusiness PodcastManifestaciones Motoras de la Condición de Parkinson¡Bienvenidos al podcast de BioBusiness Research! En este podcast aprenderás de varios temas relacionados a la industria biomédica, negocios y emprendimiento.
En esta sección conocerás acerca de los síntomas o manifestaciones motores de los pacientes con la condición de Parkinson.
Este episodio es presentado por BioBusiness Research, y su fundadora, la doctora Eileen Ruiz.
Manifestaciones Motoras de la Condición de Parkinson
Los pacientes con la condición de Parkinson pueden presentar una serie de manifestaciones motoras (asociadas a movimiento) y otras no motora...
2022-04-1603 min
Biobusiness PodcastMicrobiología y la Industria de Dispositivos Médicos - IntroducciónBienvenido a esta serie de podcasts relacionados con la microbiología y la industria de dispositivos médicos.
Este programa se centra en la microbiología dentro de la industria de productos y dispositivos médicos.
El microbiólogo tiene muchas áreas de apoyo dentro de esta industria. Muchas veces, lo mínimo que hace es practicar en el laboratorio. Hay muchas actividades requeridas por el entorno regulatorio y controlado en el que opera la industria. Las tareas de laboratorio, en la mayoría de las ocasiones, las realizan analistas o técnicos de laboratorio. El microb...
2021-04-0405 min
Mayo Clinic Health MattersInnovation is transforming patient care in Florida, beyondThe COVID-19 pandemic has pushed medical research and patient care to new levels. High-volume testing for COVID-19, researching convalescent plasma and monitoring patients at home are just a few of the challenges met by Mayo Clinic in Florida in 2020.
Dr. Kent Thielen, CEO of Mayo Clinic in Florida, says they also are looking ahead as the campus continues to grow. He highlights the Lung Restoration Center, the Discovery and Innovation Center, the BioBusiness Incubator and the integrated oncology facility as examples of accelerated programs.
In the this Mayo Clinic Q&A podcast, Dr. Thielen expands on the cultu...
2021-01-1519 min
Mayo Clinic Q&AInnovation is transforming patient care in Florida, beyondThe COVID-19 pandemic has pushed medical research and patient care to new levels. High-volume testing for COVID-19, researching convalescent plasma and monitoring patients at home are just a few of the challenges met by Mayo Clinic in Florida in 2020.
Dr. Kent Thielen, CEO of Mayo Clinic in Florida, says they also are looking ahead as the campus continues to grow. He highlights the Lung Restoration Center, the Discovery and Innovation Center, the BioBusiness Incubator and the integrated oncology facility as examples of accelerated programs.
In the this Mayo Clinic Q&A podcast, Dr. Thielen expands on the cultu...
2021-01-1519 minBiobusiness PodcastBe an EntrepreneurHi! Welcome to this series of capsules: “Be an Entrepreneur! presented by Biobusiness Research!
Most people, one way or another, have an entrepreneurial spirit. An entrepreneur can be defined, as a person who start up a business, with the aim to make a profit.
Many people are interested in starting a business. For some reason, many of us have at one point caught our attention, or we have been interested in startup a business.
Some people are dedicated full-time to their business. Other are interested to establish a small business as something extra to...
2020-12-3101 minBiobusiness PodcastKnow Biobusiness Research!Hello and Welcome!
Greetings and welcome to this podcast series "Understanding the Biomedical Industry" presented by Biobusiness Research! Let's introduce Biobusiness Research!
On behalf of the Biobusiness Research team, and its founder, Doctor Eileen Ruiz, we welcome you!
What is Biobusiness Research?
Biobusiness Research is an organization focused on promoting knowledge in topics related to entrepreneurship and the biomedical industries. Within the biomedical sector, we want to present you with career alternatives and be familiar with the areas of knowledge that are of value in the labor market.
We are a group of professionals from the academia and industry, who...
2020-12-2601 min
StartupvilleSpecial: The Tech Behind Our Resilient Food Supply w/ Ag West BioWe’re having conversations with tech leaders on how they’re facing the COVID-19 crisis head-on, how startups and tech companies can approach the challenges ahead, and how the world changing before our eyes will present unique opportunities for startups and innovators.
Today, we talked with Karen Churchill, Bev Stangeland, and Brad Bly of Ag West Bio, Saskatchewan’s bioscience industry association and bioeconomy catalyst. In their role helping to move research to market and growing biobusiness in the province, they have a close connection to the bioscience startup community.
We talked with them about how th...
2020-04-1724 min
Centre for Entrepreneurial Learning - Entrepreneurs & Experts Podcast SeriesBiobusiness innovation in a clusterJane has made the challenging transition from bench scientist to innovation leader with over 20 years experience at Cambridge Antibody Technology (CAT) and now MedImmune. She considers it is highly important for bioscientists to build partnerships because the more diverse views, ideas, expertise and perspective you can bring together to help solve specific problems, the better the result. Jane‘s experience is that the most successful collaborations depend on shared goals that are mutually beneficial, reviewed regularly and managed with discipline. Bio-scientists can leverage clusters to source skills and capabilities not immediately available. A key characteristic of the Cambridge cluster is th...
2013-09-1816 minCentre for Entrepreneurial Learning - Entrepreneurs & Experts Podcast SeriesBiobusiness innovation in a clusterJane has made the challenging transition from bench scientist to innovation leader with over 20 years experience at Cambridge Antibody Technology (CAT) and now MedImmune. She considers it is highly important for bioscientists to build partnerships because the more diverse views, ideas, expertise and perspective you can bring together to help solve specific problems, the better the result. Jane‘s experience is that the most successful collaborations depend on shared goals that are mutually beneficial, reviewed regularly and managed with discipline. Bio-scientists can leverage clusters to source skills and capabilities not immediately available. A key characteristic of the Cambridge cluster is th...
2013-09-1816 min
BioBusiness.TV, the podcast! ver2ASBMR Review - Part 1: AMGN Makes NewsYou are Watching:
Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News at the American Society for Bone and Mineral Research (ASBMR) meeting.
Mike is back from a very exciting American Society for Bone and Mineral Research (ASBMR) meeting in Montreal. Amgen made the news with the results of its phase 3 trial for Denosumab. Mike explains Denosumab sets a new standard for a highly efficacious, safe, and convenient treatment for a disease that has a very high unmet need, despite its prevalence. Mike and Jean-Loup comparison Denosumab to Novartis' Reclast and other Bisphosphonates - looking at safety, tolerability...
2008-09-1901 minBioBusiness.TV, the podcast! ver2ASBMR Review - Part 2: AMGN StrategyYou are Watching:
Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, with the Potential to Become 1st Line Treatment. Amgen's Currently Inexpensive Shares to Gain 20 points.
After reviewing the Denosumab data released at the ASBMR meeting, it looks like Amgen's osteoporosis drug will be a 2nd line treatment. With 50% of osteoporosis patients going off their bisphosphonates in their fisrt year, Mike King thinks there is a low hanging fruit there. Mike also thinks the drug's profile could allow it to quickly become a first line treatment. Jean-Loup and Mike look at the market, Amgen's pricing for...
2008-09-1910 minBioBusiness.TV, the podcast! ver2ASBMR Review - Part 3: Pfizer, MerckYou are Watching:
Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib.
Mike and Jean-Loup take a quick look at some of the other data released at the American Society for Bone and Mineral Research Meeting in Montreal. They review Pfizer's PEARL study for the drug Fablyn, and Merck's phase 2 Odanacatib.
This interview was conducted at the NASDAQ Marketsite, on September 19th, 2008, in New York City.
Featuring:
* Michael King, Director of Research, Rodman & Renshaw
* Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS...
2008-09-1900 minBioBusiness.TV, the podcast! ver2TARG CEO Interview - Part 1You are Watching:
Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developped at Lilly and InterMune
Oritavancin is Targanta's lead compound. Initially developped at Lilly, it was then sold to InterMune, and picked up by Targanta in an equity deal. Mark Leuchtenberger explains the history of the drug, and in doing so faces further probe from Joel Sendek as to the corporate and medical challenges the drug had to face in its earlier days. Mark explains how they were overcome in Targanta's hands, and the true potential of the was drug unlocked.
This interview was conducted...
2008-09-1806 minBioBusiness.TV, the podcast! ver2TARG CEO Interview - Part 2You are Watching:
Targanta Confident and Prepared for FDA Panel Review of Lead Compound Oritavancin
Mark and Joel delve into the clincal trials and regulatory process, around Targanta's Lead compound Oritavancin. Mark describes the current response of the FDA, and completed clinial site audits. He then continues to explain his team is expecting a panel meeting and is fully prepared to assit the panel's review of the drug. This panel could be expected as early as November of this year. When Joel inquires about the release of simplified data, which might differentiate Oritavancin for its competitors, Mark tells him about...
2008-09-1801 minBioBusiness.TV, the podcast! ver2TARG CEO Interview - Part 3You are Watching:
Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die!
Mark and Joel review the competitive landscape for Targanta's Antibiotic and Lead Compound, Oritavancin. Key differentiators include shorter course of treatment, lack of monitoring and dosing adjustment, efficacy and coverage. With a growing $1.2bn market, Mark still sees an unmet medical need in resistance adverse antibiotics, which Targanta is looking to address with focus, passion, and a Do-or-Die attitude. A Phase 3 trial, validating a single dose treatment against a standard of care competitor is expected to run next year.
This interview was conducted at the NASDAQ Marketsite...
2008-09-1801 minBioBusiness.TV, the podcast! ver2ALXA CEO Interview - Part 1You are Watching:
Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective Profile
The Staccato system combines drug and device to provide a quick and convenient relief for patients with acute and intermittent conditions. Tom King (Alexza) and Ted Tenthoff (Piper Jaffray) explore the technology, mechanism of action, and safety profile. Tom and Ted to discuss the drugs in the pipeline and the indications, which include acute agitation associated with schizophrenia or bipolar disorders, breakthrough pain, panic attacks, and insomnia. They review the clinical data, and path for regulatory approval, in what Tom King calls a "crisp...
2008-09-1701 minBioBusiness.TV, the podcast! ver2ALXA CEO Interview - Part 2You are Watching:
Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010
Ted Tenthoff asks Tom King of Alexza's partnering strategy. Alexza will develop its own compounds for Psychiatry but will seek to partner in other areas, such as sleep - where Alexza is working with Endo Pharmaceuticals. Tom explains Alexza's strong cash position, and the value of the Symphony transaction, which ultimately led to the development of 3 phase 3 products. Tom and Ted review other financing vehicles used by Alexza, and the production capabilities of the new Mountain View, CA GMP facility. Finally Ted asks...
2008-09-1710 minBioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 1You are Watching:
Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report
The biotech sector is driven by news flow, because it has the power to change the value of companies, and put (more) money in your wallet. Charles Duncan and Jean-Loup discuss the performance of the Biotech industry in 2008 to this day, and the potential impact of news to come in the remainder of this year in the coming months. Despite the very challenging conditions, biotech outperformed. Charles and Jean-Loup also touch on the industry's relative strength in the tough...
2008-09-0901 minBioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 2You are Watching:
Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point
Which companies are likely to have news that can double the value your shares? Charles Duncan looks at the less obvious stock picks that could provide you with the most bang for your buck. His equation for determining the best opportunities incorporates variables such as lack of revenue (yes he means lack of), products that are owned outright and about to get significant clinical data, no FDA risk, and good cash position.
This interview was conducted at the NASDAQ Marketsite, on September 9...
2008-09-0905 minBioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 3You are Watching:
Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks
Allos, Cytokinetics, Orexigen, and Sangamo or just a few of JMP Securities stock picks for the end of the year. Charles Duncan explains how they are at a pivotal moment in their growth, and therefore best positioned to generate large returns for investors. Charles gives us some details about the company, the ongoing clinical trials, and the type of news we should expect in the months to come.
This interview was conducted at the NASDAQ Marketsite, on September 9th, 2008, in New York...
2008-09-0901 minBioBusiness.TV, the podcast! ver2PARD CEO Interview - Part 1You are Watching:
Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical Trial
How does one go about creating value with a platinum compound? In this interview Mike King asks Jerry McMahon of his rather broad use of Picoplatin in Oncology. They review the SPEAR clinical trial in Small Cell Lung Cancer, its design, endpoints, timeline, competitive landscape, and favorability with the FDA.
This interview was conducted at the NASDAQ Marketsite, on September 8th, 2008, in New York City.
Featuring:
* Jerry McMahon, Chairman and Chief Executive Officer, Poniard Pharmaceuticals
* Michael King, Director of Research, Rodman & Renshaw
DISCLAIMER:
BIOBUSINESS.TV...
2008-09-0808 minBioBusiness.TV, the podcast! ver2PARD CEO Interview - Part 2You are Watching:
Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s $100M Cash Position
Poniard has begun clinical trials of it’s Picoplatin in combination with other standard of care therapies. Jerry McMahon and Mike King discuss these indications and the different strategies for each one. Jerry tells us about the data presented in these trials at the latest ASCO meetings. Finally they review Poniard’s very attractive cash position, and its plans for partnering in the years to come.
This interview was conducted at the NASDAQ Marketsite, on September 8th, 2008, in New York City.
Featuring:
* Jerry McMaho...
2008-09-0801 minBioBusiness.TV, the podcast! ver2NLTX CEO Interview - Part 1You are Watching:
Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal Action
Peter Strumph describes Nile Therapeutics’ CD-NP peptide for the treatment of Acute Heart Failure, and the competitive landscape. Matt Kaplan asks him about the market size, existing products, and unmet needs. In answering these questions, Peter reviews the mechanisms of action of the peptides on the market and compares their mechanisms of action to Nile’s CDNP which is expected to have more potent Hemodynamic and Renal effects.
This interview was conducted at the NASDAQ Marketsite, on September 3rd, 2008, in New York City.
Featur...
2008-09-0305 minBioBusiness.TV, the podcast! ver2NLTX CEO Interview - Part 2You are Watching:
Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person Team
Peter Strumph lines up the milestones to come for Nile’s lead compound CD-NP and gives us a closer look at his strategy for determining the right dosage in Phase 2, in order to adequately prepare his Phase 3. Peter and Matt then discuss CU-NP and 2NTX-99, other pipeline products, Nile’s 8 person team and leverage model, as well as future in-licensing.
This interview was conducted at the NASDAQ Marketsite, on September 3rd, 2008, in New York City.
Featuring:
* Peter M. Strumph, CEO, Nile Therapeutics
* Matthew L. Kaplan, Managi...
2008-09-0301 minBioBusiness.TV, the podcast! ver2IMCL + BMS Deal Review with Katherine KimYou are Watching:
ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA]
Was BMS’ offer to ImClone shareholders to be expected? What was Carl Icahn’s role? How is ImClone’s stock to be valued by BMS and other shareholders? Katherine Kim takes an in-depth look at the drugs, the pipeline, the markets and indications, and benchmark premiums. She believes this deal is very likely to close, and when it does, it will be in the $65-70 range.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Kather...
2008-08-2501 minBioBusiness.TV, the podcast! ver2DNA + ROCHE Deal Review with Katherine KimYou are Watching:
Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA]
Genentech is at a turning point, and the time would be right for an acquisition by Roche (if there were any). Her price target is $110 per share. Katherine and Daniel review the value drivers in Genentech, and the willingness of both Roche and Genentech CEOs to make this deal happen.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities
* Daniel Teper, Managing...
2008-08-2501 minBioBusiness.TV, the podcast! ver2Katherine Kim on Sector Cash InflowYou are Watching:
Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA]
The $60+Bn generated from large cap acquisitions are likely to be reinvested in biotech, specifically in 4 tranches of the sector. Katherine Kim reviews gives us the rationales behind this thinking. She also expects increased M&A activity in the years to come.
This interview was conducted at the NASDAQ Marketsite, on August 25th, 2008, in New York City.
Featuring:
* Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities
* Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman...
2008-08-2504 minBioBusiness.TV, the podcast! ver2MYGN Stock Analysis with Charles DuncanYou are Watching:
Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price?
The story of Myriad Genetics (MYGN) resonated in the investor community as disappointing Phase 3 data was followed by a 40% stock price increase (from $48 on June 27 to $66 on August 20th, day of this interview). Charles Duncan has the longest formal coverage on Myriad. He explains the rationale behind this development, and the $87 price target he has set for the company shares. Charles and Daniel review Myriad’s personalized medicine and drug development hybrid business model, and their prospects for growth as standalone companies. Would spinning of the drug development bu...
2008-08-2011 minBioBusiness.TV, the podcast! ver2Store Your Neuronal Stem CellsYou are Watching:
Award Winning NeuroBank Team stores your Neuronal Stem Cells
NeuroBank was recently awarded the third prize in the Moot Corp Competition dubbed "The Super Bowl of World Business Plan Competition". Their business model relies on a process of extraction, isolation, purification, expansion and storage of adult neural stem cells. Bill Kridel, stem cell expert, interviews the winning team. They discuss Neurobank’s proprietary process, future uses of neuronal stem cells, viability of cryogenically stored cells, cost for and risk to patient, target markets, and customer acquisition.
This interview was conducted at the NASDAQ Marketsite, on August 15th, 2008, in...
2008-08-1501 minBioBusiness.TV, the podcast! ver2DNA + Roche Deal Review with Mike KingYou are Watching:
Roche and Genentech, Deal Review, with Mike King.
Mike King and Daniel Teper discuss the Genentech / Roche deal. Genentech’s Board of Directors say $89 per share is inadequate, Roche’s management feels it is more than generous. Genentech shareholders like this stock, and are reluctant to sell for less than $120-135. Why does Roche want the remaining 56% of Genentech? Will Roche be able to retain the innovation that made Genentech so successful? What are the odds of this deal closing?
This interview was conducted at the NASDAQ Marketsite, on August 13th, 2008, in New York City.
Featuring:
* Michael King...
2008-08-1301 minBioBusiness.TV, the podcast! ver2IMCL + BMS Deal Review with Mike KingYou are Watching:
BMS and ImClone Deal Review, with Mike King.
Why is BMS after ImClone, and what will happen next? Carl Icahn’s says the $60 bid is too low. Mike King believes Icahn is waiting for the Genentech Roche transaction to play out, in order to see the valuation metrics that will be used in that transaction. Mike and Daniel continue to discuss the integration of ImClone within BMS, the international rights to Erbitux, and the odds of this transaction closing.
This interview was conducted at the NASDAQ Marketsite, on August 13th, 2008, in New York City.
Featuring:
* Michael King, Di...
2008-08-1301 minBioBusiness.TV, the podcast! ver2Mike King on Summer AcquisitionsYou are Watching:
Impact of Summer Acquisitions on the Biotech Industry, with Mike King.
With close to $60Bn worth of biotech stock that could be removed from the market, where will this money go? Where will investors be putting their money? Mike thinks it will flow back into the group as there are still some attractive investment opportunities. Mike and Daniel further discuss the disappearance of the large cap leaders, who would take over the leadership position, and the potential for future acquisitions.
This interview was conducted at the NASDAQ Marketsite, on August 13th, 2008, in New York City.
Featuring:
* Michael...
2008-08-1304 minBioBusiness.TV, the podcast! ver2Visionaries - Kridel on M&AYou are Watching:
Visionaries: Bill Kridel on the Role of M&A Today.
Bill Kridel discusses the strategic and rescue role of M&A today. Many companies leverage M&A for geographic and portfolio reasons - looking at some of the latest deals (Roche and Genentech, Daiichi and Ranbaxy). With the current market conditions M&A propositions from larger companies are becoming increasingly attractive.
This interview was conducted at the NASDAQ Marketsite, on July 23rd, 2008, in New York City.
Featuring:
* William Kridel, Managing Director at Ferghana Partners Group
* Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS.TV IS AN...
2008-07-2301 minBioBusiness.TV, the podcast! ver2Visionaries - Kridel on Biotech in 20 YearsYou are Watching:
Visionaries: Bill Kridel on Biotech in 20 Years, Regenerative Medicine, Biomarkers, Personalized Medicine.
Bill Kridel foresees three great tsunami that are bound to change the biotech industry and the quality of healthcare. These are regenerative medicine, biomarkers and molecular diagnostics, and personalized medicine. Bill also discusses pharma's solutions to increase innovation, and the increased international competitivity.
This interview was conducted at the NASDAQ Marketsite, on July 23rd, 2008, in New York City.
Featuring:
* William Kridel, Managing Director at Ferghana Partners Group
* Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR...
2008-07-2301 minBioBusiness.TV, the podcast! ver2Stem Cell Business Models with Bill KridelYou are Watching:
Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill Kridel
Bill Kridel compares stem cell business models that rely on allogenic vs autologous cells and discusses their market potential. He also touches at the various uses of stem cells, the need for standards of uniformity, FDA Initiatives, companies to focus on, and specialized funds.
This interview was conducted at the NASDAQ Marketsite, on July 23rd, 2008, in New York City.
Featuring:
* William Kridel, Managing Director at Ferghana Partners Group
* Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM...
2008-07-2306 minBioBusiness.TV, the podcast! ver2Vivalis CSO Interview - Embryonic Stem Cell TechnologyYou are Watching:
Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production.
Chicken eggs revolutionized the production of vaccines. Could animal stem cells be the new chicken egg? Vivalis has created a technology platform based on embryonic stem cells that enables the production of vaccines and antibodies. Vivalis’ CSO Majid Mehtali is interviewed by Reni Benjamin, analyst at Rodman & Renshaw. The business model is based on technology licensing, with future ambitions for own product development. Majid and Reni review comparables, Vivalis’ cash position, Euronext vs. NASDAQ listing, and the potential for acquisitions.
This interview was conducted at the...
2008-07-1701 minBioBusiness.TV, the podcast! ver2CELG vs. MLNM with Charles DuncanYou are Watching:
Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan.
The long running face off between Celgene's Revilimid and Millenium's Velcade intensifies with the latest clinical data releases. Charles Duncan, is bullish on Revlimid, he tells us why. Charles looks at the impact of Takeda's new ownership of Millenium on its management and competitivity vs. Celgene. Charles also comments on the JNJ / Takeda relationship.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
Featuring:
* Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities
* Daniel Teper, Managing Director at Bionest Partners, and Founder...
2008-06-2601 minBioBusiness.TV, the podcast! ver2CELG Stock Analysis with Charles DuncanYou are Watching:
Celgene's Revlimid, Markets and Revenues, with Charles Duncan.
What are the next areas of growth for Revlimid? Asides from the growth in frontline use for Multiple Myeloma, Charles Duncan tells us about its use in Non-Hodgkin Lymphoma (NHL) and Chronic Lymphocytic Leukemia (CLL). Revlimid is also bound to expand its geographical reach with Europe and Japan. Charles' expectation is that Revlimid will be a $2.8+ billion opportunity drug. Finally, he explains Revlimid's contribution to Celgene's bottom line and stock price. Charles' price target for CELG is $85.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in...
2008-06-2601 minBioBusiness.TV, the podcast! ver2DNA vs. IMCL with Charles DuncanYou are Watching:
Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan.
The data released on Eribitux at the latest ASCO meeting is an indicator of the emergence of personalized medicine. The data itself was not that great of news for ImClone. Nonetheless, it will lift some of the pressure from reimbursement authorities. Charles believes the KRAS mutational status will be on the labels. Genentech remains strong in its growth and earnings. ImClone's new data also affects Genentech indirectly, and in a positive way.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
Featuring:
* Charles...
2008-06-2601 minBioBusiness.TV, the podcast! ver2Small Cap Focus with Charles DuncanYou are Watching:
Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan.
In today's market, where good clinical data and milestones are shadowed by financing prospects, Charles Duncan recommends having at least 2 years cash. Charles also presents a few of the most promising small and mid caps he's been keeping his eyes on - including Myriad Genetics (MYGN), Sequanom (SQNM), Illumina (ILMN), Invitrogen (IVGN), Genomic Health (GHDX). Charles and Daniel discuss the opportunity for small and mid caps to become fully integrated specialty pharmaceuticals.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
...
2008-06-2601 minBioBusiness.TV, the podcast! ver2Visionaries: Stelios Papadopoulos - Part 1You are Watching:
Visionaries: Stelios on Financing, Productivity, and the Cost of Innovation.
Stelios Papadopoulos, veteran of the Biotech Industry, looks at the financing environment today, and the "windowless paradigm" we've been operating in since 2003. He emphasizes the importance of changing investor sophistication and investment horizons. Stelios also addresses the cost of innovation and overall sector productivity. Finally Stelios looks back on his expectations for the market today, when he prepared them as an analyst 20 years ago.
This interview was conducted at the NASDAQ Marketsite, on June 25th, 2008, in New York City.
Featuring:
* Stelios Papadopoulos, Chairman of the Board/Director...
2008-06-2509 minBioBusiness.TV, the podcast! ver2Visionaries: Stelios Papadopoulos - Part 2You are Watching:
Stelios' 20 Year Vision, Fundamental Science, Personalized Medicine, and Energy.
Stelios shares his vision for Biotech in the next 20 years, comparing technical and fundamental problems, how they will be funded and solved. He also addresses the issue of energy, for which he thinks we will find biologically driven solutions. Stelios discusses the relevance of personalized medicine, and his choice of investment today.
This interview was conducted at the NASDAQ Marketsite, on June 25th, 2008, in New York City.
Featuring:
* Stelios Papadopoulos, Chairman of the Board/Director/Founder at Exelixis, Inc.
* Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS...
2008-06-2501 minBioBusiness.TV, the podcast! ver2ASCO 2008 Review - Part 1: The Take HomeYou are Watching:
ASCO 2008, the take home message with Mike King.
What should all investors know about this year’s ASCO? What is the take home message? Mike King tells us it hasn't been a momentous ASCO. ImClone was most affected. Mike and Daniel look at the behavior of stocks before and after the meeting, and reflect on the impact of abstract releases, preceding this year's ASCO.
This interview was conducted at the NASDAQ Marketsite, on June 5th, 2008, in New York City, on the occasion of the 44th Annual Meeting of the American Society of Clinical Oncology (ASCO).
Featuring:
* Michael Ki...
2008-06-0502 minBioBusiness.TV, the podcast! ver2ASCO 2008 Review - Part 2: IMCLYou are Watching:
ASCO 2008, Focus on Imclone with Mike King.
What happened to ImClone's stock after ASCO this year? Mike King tells us about the expectations, the fluctuations, and what he believes was a misinterpretation of the FLEX trial results. Mike foresees a strong market for Erbitux, in the years to come, with positive impact on ImClone's earnings. Also discussed in this interview is the KRAS mutation, its impact on Erbitux's market penetration and on Imclone's earning, as well as the interest doctors and payers have in it.
This interview was conducted at the NASDAQ Marketsite, on June 5th, 2008, in...
2008-06-0501 minBioBusiness.TV, the podcast! ver2ASCO 2008 Review - Part 3: DNAYou are Watching:
ASCO 2008, Focus on Genentech with Mike King.
In a Post-ASCO review Mike King reviews Genentech. Can the 2 months Avastin and 5 weeks Erbitux data be compared? Apples and oranges, according to Mike! The subgroups tell a completely different story. Mike is optimistic with regard to Genentech's performance. It has seen a strong growth in Non Small Cell Lung Cancer (NSCLC), and should see growth in Metastatic Breast Cancer too. Mike sets a $92 price target on Genentech's stock; outperform.
Update: Genentech’s stock (DNA) reached $93.88 on July 21st, from $73 on the day of this interview. Hats off!
This interview wa...
2008-06-0501 minBioBusiness.TV, the podcast! ver2ASCO 2008 Review - Part 4: CELGYou are Watching:
ASCO 2008, Focus on Celgene with Mike King.
Celgene in a Post-ASCO review, reveals positive data. Mike King discusses the multiple myeloma survival data and its impact on Revlimid. Mike compares Celgene's Revlimid and (Takeda's) Millenium's Velcade. Is complete response the best predictor of outcome? How do the other parameters of the studies come into play? Mike gives us a projection for the sales of Revlimid and a price target for Celgene at $72. Last he touches upon the question of Celgene's acquisition. Would it make any sense?
Update: Celgene’s stock (CELG) reached $72.63 on July 21st, from $63.35 on th...
2008-06-0501 minBioBusiness.TV, the podcast! ver2ASCO 2008 Review - Part 5: Small CapsYou are Watching:
ASCO 2008, Small Cap Focus with Mike King.
ASCO can be full of surprises for some of the smaller caps. Mike King from Rodman & Renshaw reviews a few names that include Poiniard, MedRx, and Celldex/Avant.
This interview was conducted at the NASDAQ Marketsite, on June 5th, 2008, in New York City, on the occasion of the 44th Annual Meeting of the American Society of Clinical Oncology (ASCO).
Featuring:
* Michael King, Director of Research, Rodman & Renshaw
* Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV
DISCLAIMER:
BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM...
2008-06-0501 min