Biotech Deal Activity a Mixed Bag During Major Conference

Last week, thousands of registrants gathered in San Francisco, California for the JP Morgan Healthcare Conference [JPMHC] to hear 25-minute presentations from 364 life science companies.  For industry executives and investors, deal activity emanating from the annual event typically serves as a good barometer for the rest of the year. Adding to an already hectic … Read moreBiotech Deal Activity a Mixed Bag During Major Conference

Biotech’s Top and Bottom Ten from 2010

At the start of the year, we provided a favorable outlook for the biotechnology industry in 2010 that was based on the same six drivers we proposed for 2009, which included the following: Sector’s defensive characteristics and impact on future economic growth Highest number of annual new product approvals since 2004 Record number of products … Read moreBiotech’s Top and Bottom Ten from 2010

For Biotechnology in 2010, it’s Déjà vu All over Again

“It’s déjà vu all over again” – Yogi Berra With Opening Day less than a month away, it seems only fitting to reference one of the most quoted personalities of our time to describe our analysis of the biotechnology sector in 2010.  In this article, we review our favorable outlook for the industry, draw comparisons … Read moreFor Biotechnology in 2010, it’s Déjà vu All over Again

2009: Biotech’s Stealth Small Cap Rally

On the heels of the Dow Jones Industrial Average (DJIA) logging its worst annual performance since 1931 and the NASDAQ Composite (COMP) having its worst year since inception in 1971, it may have seemed counter intuitive to provide a bullish outlook for the biotechnology industry in 2009.  Nonetheless, at the start of the year we … Read more2009: Biotech’s Stealth Small Cap Rally