- Biosante presented at the Stifel Nicolaus Healthcare conference on 9/7/11 - click here for full schedule of presentations and links to all of my notes.
- Click here for detailed notes about LibiGel and the rest of BPAX pipeline.
- See below for my complete notes from the webcast:
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We all know that it has been a rough month or two for the biotech sector, fueled by the overall market decline following the debt ceiling debate as well as the biotech sector weakness following $DNDN Dendreon's weak Provenge prostate cancer vaccine sales and resulting 70% drop in stock value. This has resulted in a large list of biotech companies trading at extremely low valuations. While I can't promise that prices won't continue lower, I think now is the time for careful research and evaluation on stocks you may want to own in the coming months. I feel some of the companies listed below are worth owning at today's prices (8/23/11), others may decline even further. For full disclosure, click here for a current list of which stocks I own among those I cover. As always, complete your own research and consider your circumstances before taking any action based on my thoughts.
Keep reading below the jump for my stock by stock analysis:
... David Amsellem - Piper Jaffray: Just a couple, first, any update or comment on generic Lovenox? William S. Marth - President and CEO of Teva Americas: As we’ve said before, we are not going to comment on Enoxaparin until we launch the product. ... Gregg Gilbert - Bank of America Merrill Lynch: I have a few. First, for Bill, is it still the case that you have not discussed settlement with Momenta or Sandoz on Copaxone, and how is the litigation going so far from your point of view on that product? William S. Marth - President and CEO of Teva Americas: Yes, right now, the litigation I think couldn’t be going much better as we are very pleased with it. There has been absolutely no discussion with Sandoz or Momenta with respect to settlement. We don't see a reason at this point in time to engage in that.
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