Author Archives: Peter Winter

Bear hunting with biotech’s naysayers

Although it’s taken more than two years, biotech pessimists finally got to utter the phrase, “I told you so!” Yes, it finally arrived – a slip in the sector’s meteoric rise that saw, late in the first quarter, a drop…

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A $100B Market Cap: Now That’s a Big Deal for Biotech

Remember the heady days about eight years ago when Amgen Inc. and Genentech Inc., prior to its acquisition by Basel, Switzerland-based Roche AG, both vied for top spot in terms of market capitalization? At that time, both companies briefly commanded…

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Bubbleology and Biotech’s Bull Run

Our recent analysis of biotech’s second quarter performance showed, for public biotech companies at least, their bull run that began more than 18 months ago is showing no signs of slowing down. Since the beginning of 2012 the Nasdaq Biotechnology…

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Patent Cliff Doom, Gloom Not Panning Out

A lot of ink has flowed describing the tough times that big pharma companies are experiencing as each, lemming-like, tumbles off the patent cliff. Certainly, the pain of shrinking revenues is clear for all to see. AstraZeneca plc, for example,…

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The Times They Are A-Changin’

Kudos to the folks at Biotechnology Industry Organization (BIO) for selecting the industry’s “hot button” issues for panel discussions at the annual BIO Investor Forum (BIF) just concluded in San Francisco. In years past it has been my experience that…

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What Global Financial Crisis? Capital Markets Back Biotechs

It is that time of year again when we take the pulse of the industry at the close of the third quarter. Overall we find that it is performing well, more so for public biotechs than private ones. Despite the…

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Biotech Fundraising Slows in 1H12, Tougher Times Ahead?

There is no doubt that 2011 was a hot financing year for biotech and it was always going to be a tough act to follow. Well the industry followed the script to the letter. According to a BioWorld Insight analysis,…

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