Biotech Stocks Blog

Uk - faster access to innovative drugs?

admin — Thu, 16 Jul 2009 01:44:24 +0000

Submitted by THE HEALTH ECONOMICS BLOG from The Daily Telegraph Drug industry keen on new NHS trials Britain’s drug industry has welcomed Government plans to trial new drugs ahead of approval by the regulatory body as having the potential to deliver “a truly transformational change”. By Graham Ruddick Published: 6:31PM BST 14 Jul 2009 The Office for Life Sciences (OLS), led [...]

India’s Budgetary Woes Are a Warning to Global Investors

admin — Thu, 16 Jul 2009 01:43:11 +0000

Submitted by Bapcha’s Stocks Uncategorized Global Investing, India When India unveiled its annual budget on July 6, it immediately caused a sharp drop in the rupee, as well as a 5.8% decline in the benchmark BSE Sensex stock index that had soared 55% so far this year. More on this topic (What’s this?) Indian CEOs better than their [...]

Investors Looking to Tech to Pull U.S. Stocks – and the Economy – Out of Their Doldrums

admin — Thu, 16 Jul 2009 01:41:27 +0000

Submitted by Bapcha’s Stocks GMGMQ, GOOG, INTC, Intel, JP Morgan, JPM GMGMQ, GOOG, INTC, Intel, JP Morgan, JPM Technology is probably the sector that will pull the US economy out of the doldrums.

How Japan’s Unlikely Shareholder Rebellion Could Lead to Profit Plays for Western Investors

admin — Thu, 02 Jul 2009 03:49:43 +0000

Submitted by Bapcha’s Stocks Posted on July 1st, 2009 in Akio, Akio Toyoda, Aso, Bloomberg, Brandes, Chrysler Group, Chrysler LLC, Japan, Katsuaki Watanabe, Koito, Koito Manufacturing, Nagoya, Nipponkoa, Nipponkoa Insurance, Nomura, Nomura Securities, Rohm, Shareholder revolt, Shoichiro Toyoda, T. Boone Pickens, Taro Aso, Toyoda, Toyota, Watanabe, samurai Akio, Akio Toyoda, Aso, Bloomberg, Brandes, Chrysler Group, Chrysler [...]

Is George Soros Long or Wrong on the Global Rebound?

admin — Thu, 02 Jul 2009 03:26:14 +0000

Submitted by Bapcha’s Stocks Posted on July 1st, 2009 in George Soros, Jim Rogers, Quantum Fund, Soros, World Economy George Soros, Jim Rogers, Quantum Fund, Soros, World Economy Billionaire investor George Soros thinks the worst of the global financial crisis is behind us. In a June 20 interview with Polish television, the Hungarian-born Soros acknowledged that this has [...]

Will Week of Controversy Undermine Financial System Overhaul That Calls for Broad Expansion of Central Bank’s Power?

admin — Tue, 30 Jun 2009 01:55:01 +0000

Submitted by Bapcha’s Stocks Posted on June 29th, 2009 in Apple, BAC, Bed Bath & Beyond, Ben Bernanke, Bernanke, Bloomberg, Boeing, BofA, Congress, Federal Reserve, Merrill, Merrill Lynch, Obama, Oracle, Sinopec, US Congress Apple, BAC, Bed Bath & Beyond, Ben Bernanke, Bernanke, Bloomberg, Boeing, BofA, Congress, Federal Reserve, Merrill, Merrill Lynch, Obama, Oracle, Sinopec, US Congress Documents [...]

Obama’s Financial System Overhaul Would Give the Fed Broad Powers Over Wall Street

admin — Wed, 24 Jun 2009 03:18:02 +0000

Submitted by Bapcha’s Stocks Posted on June 22nd, 2009 in Dollar, Federal Reserve, Obama, Reserve Currencies, US Dollar Dollar, Federal Reserve, Obama, Reserve Currencies, US Dollar U.S. President Barack Obama took a swipe at Wall Street yesterday (Wednesday) as he unveiled a sweeping 85-page proposal to reinvigorate government regulation of the U.S. financial markets by giving the [...]

New drug assessment body created in Germany

admin — Mon, 22 Jun 2009 16:22:29 +0000

Submitted by THE HEALTH ECONOMICS BLOG In early June, EVITA (evaluation of pharmaceutical innovations with regard to therapeutic advantage) started to operate in Germany. The body, funded by the German association of statutory health insurance funds (GKV Spitzenverband), intends to focus on delivering risk-benefit analysis based on an assessment of new drugs against existing treatments. It [...]

The Price of life

admin — Fri, 19 Jun 2009 14:51:23 +0000

Submitted by THE HEALTH ECONOMICS BLOG from The Telegraph Hi All, there was a TV report on BBC about the work of NICE.. it has triggerd a huge debate in the UK and throughout Europe as this documentary reached first time people who had never paid attention to NICE.. unfortunately I wasn`t able to post the video link [...]

Five Semiconductor stocks that will thrive after 2009. Part II.

admin — Wed, 10 Jun 2009 03:10:39 +0000

Submitted by Bapcha’s Stocks Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let’s get the job done systematically. a. Applied Materials. With pristine financials and the enviable position as the #1 purveyor of machines that the semiconductor industry needs to make their chips, Applied flies through the [...]

Five Semiconductor Stocks that will thrive after 2009. Part I.

admin — Wed, 10 Jun 2009 03:09:32 +0000

Submitted by Bapcha’s Stocks Semiconductor sales for 2009 will be down anywhere up to 25% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP’s [average selling price] for all memory makers is in the trash, and for high-margin companies like Linear (LLTC), Maxim (MXIM), Analog Devices (ADI); [...]

Drug Deals Tie Prices to How Well Patients Do

admin — Tue, 28 Apr 2009 02:13:10 +0000

Submitted by THE HEALTH ECONOMICS BLOG one more interesting article from the NY times… ANDREW POLLACK Published: April 22, 2009 Think of it as product guarantees by the drug industry. Merck, via Bloomberg News Januvia, by Merck, is part of a cost-control deal with Cigna. Pressed by insurance companies, some drug makers are beginning to adjust what they charge for their drugs, [...]

My day at Intuitive Surgicals

admin — Fri, 24 Apr 2009 14:37:58 +0000

Submitted by Bapcha’s Stocks Today - April 22nd 2009 was Intuitive Surgicals’ investors’ day. Apart from a rehash of numbers from Q1 2009, and a predictable slate of votes, there was much to be impressed, and I learned a lot more than I thought I would from the meeting. My notes outline my impression of ISRG’s [...]

Payers view on risk sharing and outcomes based agreements…?

admin — Wed, 15 Apr 2009 11:50:20 +0000

Submitted by THE HEALTH ECONOMICS BLOG Dear All, in order to prepare for a conference talk that I will be giving next week in Zurich I asked the network via linkedin: “I would be interested in hearing your thoughts/comments on how payers view risk sharing and outcomes based agreements?” Over the last week I have received a lot [...]

Latest edition of Spanish Journal for health economics online

admin — Wed, 15 Apr 2009 01:52:19 +0000

Submitted by THE HEALTH ECONOMICS BLOG Hello everyone, the latest edition of the Spanish journal for health economics is out. The journal is enjoying increasing readership within the Spanish speaking community although there are also publications in English. I contributed en editorial “The Pharmaevolution” speculating a little on the latest developments - consolidation is increasing again and [...]

UK allows private top-ups, privately

admin — Fri, 27 Mar 2009 21:58:51 +0000

Submitted by THE HEALTH ECONOMICS BLOG Scrip The UK department of health has published guidance for the national health service on how to handle patients who want to pay out-of-pocket for licensed drugs that are not funded by their local health authorities. Private top-ups to publicly funded healthcare became the subject of heated political debate after the health technology assessment agency [...]

Drug-Industry Shakeout Hits Small Firms Hard

admin — Tue, 24 Mar 2009 01:00:53 +0000

Submitted by THE HEALTH ECONOMICS BLOG Another Wave of Acquisitions Is Likely as Companies Worry About Their Drug Pipelines and Health-Care Change – March 10, 2009 By AVERY JOHNSON and RON WINSLOW Drug makers have begun a frenzied consolidation drive that is redrawing the industry landscape. Merck & Co.’s $41.1 billion agreement to acquire Schering-Plough Corp., announced Monday, follows [...]

Previously…Why so many smart investors bought into Madoff.

admin — Fri, 20 Mar 2009 22:24:26 +0000

Submitted by Bapcha’s Stocks Bernard Madoff, Bernie Madoff, Hooked by Madoff, Madoff, Types of Investors who were hooked by Madoff, Uncategorized Bernard Madoff, Bernie Madoff, Hooked by Madoff, Madoff, Types of Investors who were hooked by Madoff Madoff hooked a whole bunch of investors. Here, we “categorize” these investors into seven types and highlight what their “investing [...]

Drugs to be approved for NHS use within six months, ministers announce

admin — Wed, 04 Mar 2009 18:34:02 +0000

Submitted by THE HEALTH ECONOMICS BLOG Patients will get approved drugs on the NHS within six months instead of waiting up to two years, as ministers announce plans to speed up the National Institute for Health and Clinical Excellence. by Rebecca Smith, Medical Editor, The Daily Telegraph Last Updated: 2:12PM GMT 03 Mar 2009 The drug rationing body, Nice, [...]

Obama aims big with healthcare drive

admin — Tue, 03 Mar 2009 03:17:04 +0000

Submitted by THE HEALTH ECONOMICS BLOG President Barack Obama Monday launched a high-stakes drive to remake US healthcare, in his latest attempt to ensure his sweeping agenda is an antidote to and not a victim of the economic crisis. The president unveiled Kansas Governor Kathleen Sebelius as his new pick to be secretary for health and human [...]

Five issues that will survive the semiconductor industry’s nuclear winter - Part-I.

admin — Sat, 28 Feb 2009 00:24:53 +0000

Submitted by Bapcha’s Stocks Posted on February 27th, 2009 in ACTL., ALTR, AMAT, Actel, Altera, BRCM, Broadcom, INTC, Intel, KYO, Kyocera, LLTC, LRCX, LSCC, Lam Research, Lattice, Linear Tech, MRVL, MU, MXIM, Marvell, Maxim, Micron, NVDA, NVLS, Novellus, SNDK, SSTI, SanDisk, TXN., Texas Instruments, Uncategorized, XLNX, Xilinx, nVidia Actel, ACTL., Altera, ALTR, AMAT, BRCM, Broadcom, INTC, [...]

Previously…

admin — Tue, 17 Feb 2009 03:29:54 +0000

Submitted by Bapcha’s Stocks AXP, American Express, Banking Collapse, Banking Collapse of 1933, Bernard Madoff, Bernie Madoff, FDIC, G-S, GLB, GLB Act, GS, Glass-Steagall, Goldman-Sachs, Gramm-Leach-Bliley, MS, Madoff, Morgan-Stanley, Reinstate Glass-Steagall, TARP, Uncategorized American Express, AXP, Banking Collapse, Banking Collapse of 1933, Bernard Madoff, Bernie Madoff, FDIC, G-S, Glass-Steagall, GLB, GLB Act, Goldman-Sachs, Gramm-Leach-Bliley, GS, Madoff, [...]

Drug Makers Fight Stimulus Provision

admin — Wed, 11 Feb 2009 20:19:31 +0000

Submitted by THE HEALTH ECONOMICS BLOG By ALICIA MUNDY WASHINGTON — The drug and medical-device industries are mobilizing to gut a provision in the stimulus bill that would spend $1.1 billion on research comparing medical treatments, portraying it as the first step to government rationing. The fight over the provision is highlighting the tensions behind President Barack Obama’s [...]

Health Economics Position - Grapevinerecruiters

admin — Sun, 08 Feb 2009 23:01:01 +0000

Submitted by THE HEALTH ECONOMICS BLOG Folks, this just came in, please contact Darren (see below) best Ulf Associate Director of Health Economics and Outcomes REPORTS TO: Strategic Affairs LOCATION: Markham OVERALL PURPOSE/MAJOR FUNCTION • Develop timely, appropriate health economic data to support reimbursement initiatives for all products • Manage economic and outcomes research projects in support of international and local pricing and reimbursement programs • [...]

NICE splits renal cancer drugs assessment - “yes” for Pfizer’s Sutent, “no” for Roche, Bayer, Wyeth

admin — Thu, 05 Feb 2009 21:38:32 +0000

Submitted by THE HEALTH ECONOMICS BLOG by Nick Smith LONDON, Feb 4 (APM) - NICE on Wednesday split its controversial review of renal cancer drugs into two, saying ‘yes’ to Pfizer’s Sutent (sunitinib) but rejecting three others - Wyeth’s Torisel (temsirolimus), Bayer’s Nexavar (sorafenib) and Roche’s Avastin (bevacizumab). In effect NICE has all but guaranteed that one product [...]