Internet TV for Life Science Executives and Investors. Selected Independent and Sponsored Programs. BioBusiness.TV ©2008 BioBusiness.TV en-us http://biobusiness.tv News and Analysis of the Biotech and Pharma Industry for Investors and Executives. BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. BioBusiness.TV info@biobusiness.tv no Post ASBMR Review: Amgen's Denosumab Lowers Fracture Risk, Makes the News BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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, administration, and convenience. 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. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/118.mp4 01:20 19 Sep 2008 12:00:00 -0500 No Post ASBMR Review: Denosumab to Seize Low Hanging Fruit in Osteoporosis Market, Amgen's Shares could Gain 20 points BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 the drug, how that may bode with payors, and what impact Denosumab is likely to have on Amgen's share price. Mike has price target of $80 within 1 year. Jean-Loup and Mike also look at other indications and Amgen's clinical development strategy. Finally, Mike compares Denosumab to Enbrel, Avastin, and Tysabri. 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. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/117.mp4 10:46 19 Sep 2008 11:00:00 -0500 No Post ASBMR Review: A quick look Pfizer's Fablyn, and Merck Odanacatib BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/116.mp4 00:52 19 Sep 2008 10:00:00 -0500 No Targanta's Antibiotic Shows Promise, And Overcomes the Challenges it Faced When Previously Developed at Lilly and InterMune BioBusiness.TV / Mark Leuchtenberger, President and CEO, Targanta Therapeutics / Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital You 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 at the NASDAQ Marketsite, on September 18th, 2008, in New York City. Featuring: * Mark Leuchtenberger, President and CEO, Targanta Therapeutics * Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/115.mp4 06:33 18 Sep 2008 12:00:00 -0500 No Targanta Confident and Prepared for FDA Panel Review of Lead Compound Oritavancin BioBusiness.TV / Mark Leuchtenberger, President and CEO, Targanta Therapeutics / Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital You 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 the drug profile (administration, safety, efficacy), but choses to keep quiet about the release date, telling us he the abstract and data will be revealed at an upcoming, yet undisclosed scientific conference. This interview was conducted at the NASDAQ Marketsite, on September 18th, 2008, in New York City. Featuring: * Mark Leuchtenberger, President and CEO, Targanta Therapeutics * Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/114.mp4 01:18 18 Sep 2008 11:00:00 -0500 No Targanta Attacking $1.2Bn Antibiotic Market with Resistance Adverse Drug, Do-or-Die! BioBusiness.TV / Mark Leuchtenberger, President and CEO, Targanta Therapeutics / Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital You 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, on September 18th, 2008, in New York City. Featuring: * Mark Leuchtenberger, President and CEO, Targanta Therapeutics * Joel Sendek, Managing Director and Senior Biotechnology Analyst, Lazard Capital DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/113.mp4 01:09 18 Sep 2008 10:00:00 -0500 No Alexza's Staccato: Vaporized Drugs in Multiple Indications, with a Safe and Effective Profile BioBusiness.TV / Thomas B. King, President and CEO, Alexza Pharmaceuticals / Edward Tenthoff, Managing Director and Senior Biotech Research Analyst, Piper Jaffray You 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 NDA plan" for early 2010. Tom and Ted also discuss the marketing opportunity and marketing challenges for these drugs and their innovative delivery system. This interview was conducted at the NASDAQ Marketsite, on September 17th, 2008, in New York City. Featuring: * Thomas B. King, President and CEO, Alexza Pharmaceuticals * Edward Tenthoff, Managing Director and Senior Biotech Research Analyst, Piper Jaffray Disclosures for universe of: Ted Tenthoff 1. I or a household member have a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies : none 4. Piper Jaffray or its affiliates beneficially own 1% or more of any class of common equities of the following companies: none 5. The following companies have been investment banking clients of Piper Jaffray during the past 12 months: SGMO 6. Piper Jaffray expects to have the following companies as investment banking clients within the next three months: none 7. Other material conflicts of interest for Ted Tenthoff or Piper Jaffray regarding companies in my universe for which I am aware include: none 8. Piper Jaffray received non-investment banking securities-related compensation from the following companies during the past 12 months: none 9. Piper Jaffray makes a market in the securities of the following companies, and will buy and sell the securities of these companies on a principal basis: ACAD, ALNY, ALXA, ANDS, ARRY, CRXX, CYTX, DCGN, EXEL, HGSI, INFI, ISIS, LXRX, MYGN, OSIR, SGMO, ZGEN DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/112.mp4 01:18 17 Sep 2008 12:00:00 -0500 No Alexza's Eulogistic Symphony Deal, Partnering and Sales Strategies, and Cash 'till the Summer of 2010 BioBusiness.TV / Thomas B. King, President and CEO, Alexza Pharmaceuticals / Edward Tenthoff, Managing Director and Senior Biotech Research Analyst, Piper Jaffray You 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 Tom about Alexza's discovery process, and method for prioritization of new drug development. This interview was conducted at the NASDAQ Marketsite, on September 17th, 2008, in New York City. Featuring: * Thomas B. King, President and CEO, Alexza Pharmaceuticals * Edward Tenthoff, Managing Director and Senior Biotech Research Analyst, Piper Jaffray Disclosures for universe of: Ted Tenthoff 1. I or a household member have a financial interest in the securities of the following companies: none 2. I or a household member is an officer, director, or advisory board member of the following companies: none 3. I have received compensation within the past 12 months from the following companies : none 4. Piper Jaffray or its affiliates beneficially own 1% or more of any class of common equities of the following companies: none 5. The following companies have been investment banking clients of Piper Jaffray during the past 12 months: SGMO 6. Piper Jaffray expects to have the following companies as investment banking clients within the next three months: none 7. Other material conflicts of interest for Ted Tenthoff or Piper Jaffray regarding companies in my universe for which I am aware include: none 8. Piper Jaffray received non-investment banking securities-related compensation from the following companies during the past 12 months: none 9. Piper Jaffray makes a market in the securities of the following companies, and will buy and sell the securities of these companies on a principal basis: ACAD, ALNY, ALXA, ANDS, ARRY, CRXX, CYTX, DCGN, EXEL, HGSI, INFI, ISIS, LXRX, MYGN, OSIR, SGMO, ZGEN DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/111.mp4 10:55 17 Sep 2008 11:00:00 -0500 No Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 financial markets, and the increased M&A activity. This interview was conducted at the NASDAQ Marketsite, on September 9th, 2008, in New York City. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV Disclaimer for JMP Securities: JMP makes a market in ALTH, CELG, CYTK, OREX and SGMO In addition, JMP Securities was a manager or co-manager of a public offering of OREX in the past 12 months DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/110.mp4 01:14 9 Sep 2008 12:00:00 -0500 No Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 9th, 2008, in New York City. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV Disclaimer for JMP Securities: JMP makes a market in ALTH, CELG, CYTK, OREX and SGMO In addition, JMP Securities was a manager or co-manager of a public offering of OREX in the past 12 months DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/109.mp4 05:59 9 Sep 2008 11:00:00 -0500 No Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 City. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV Disclaimer for JMP Securities: JMP makes a market in ALTH, CELG, CYTK, OREX and SGMO In addition, JMP Securities was a manager or co-manager of a public offering of OREX in the past 12 months DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/108.mp4 01:01 9 Sep 2008 10:00:00 -0500 No Poniard’s Platinum Compound for Oncology, A Winning Design for its Clinical Trial BioBusiness.TV / Jerry McMahon, Chairman and Chief Executive Officer, Poniard Pharmaceuticals / Michael King, Director of Research, Rodman & Renshaw You 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 IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/107.mp4 08:52 8 Sep 2008 12:00:00 -0500 No Picoplatin in Colorectal, Prostate, Ovarian Cancer and NSCLC, and Poniard’s $100M Cash Position BioBusiness.TV / Jerry McMahon, Chairman and Chief Executive Officer, Poniard Pharmaceuticals / Michael King, Director of Research, Rodman & Renshaw You 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 McMahon, Chairman and Chief Executive Officer, Poniard Pharmaceuticals * Michael King, Director of Research, Rodman & Renshaw DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/106.mp4 01:01 8 Sep 2008 11:00:00 -0500 No Nile’s Peptide for Heart Failure to Achieve Superiority through Hemodynamic and Renal Action BioBusiness.TV / Peter M. Strumph, CEO, Nile Therapeutics / Matthew L. Kaplan, Managing Director, Healthcare Group, Ladenburg Thalmann You 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. Featuring: * Peter M. Strumph, CEO, Nile Therapeutics * Matthew L. Kaplan, Managing Director, Healthcare Group, Ladenburg Thalmann DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/105.mp4 05:33 3 Sep 2008 12:00:00 -0500 No Nile’s CD-NP Phase 3 Strategy, and Secondary Pipeline Products, and 8 Person Team BioBusiness.TV / Peter M. Strumph, CEO, Nile Therapeutics / Matthew L. Kaplan, Managing Director, Healthcare Group, Ladenburg Thalmann You 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, Managing Director, Healthcare Group, Ladenburg Thalmann DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/104.mp4 01:04 3 Sep 2008 11:00:00 -0500 No ImClone likely to be Acquired by BMS in the $65-70 range, says Katherine Kim [BoA] Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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: * Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities * Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/102.mp4 01:26 25 Aug 2008 12:00:00 -0500 No Genentech / Roche, Good Time for a Deal; Talent Unlikely to be Retained, says Katherine Kim [BoA] Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/101.mp4 01:26 25 Aug 2008 11:00:00 -0500 No Maturing Biotech Sector Likely to see Large Cash Inflow after Genentech & ImClone Deals, says Katherine Kim [BoA] Katherine S. Kim, Principal and Senior Biotech Analyst, Banc of America Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/100.mp4 04:44 25 Aug 2008 10:00:00 -0500 No Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price? Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 business further unlock shareholder value? Following increased revenues and a recent $100M licensing with Lundbeck, Myriad’s cash position is quite favorable. Will it acquire? Or could it be acquired? This interview was conducted at the NASDAQ Marketsite, on August 20th, 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 & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/099.mp4 11:14 20 Aug 2008 12:00:00 -0500 No Award Winning NeuroBank Team stores your Neuronal Stem Cells William Kridel, Managing Director at Ferghana Partners Group / Raymond Sekula, President & CEO of NeuroBank / Sasha Bakhru, CSO of NeuroBank You 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 New York City. Featuring: * William Kridel, Managing Director at Ferghana Partners Group * Raymond Sekula, President & CEO of NeuroBank * Sasha Bakhru, CSO of NeuroBank DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/098.mp4 01:43 15 Aug 2008 10:00:00 -0500 No Roche and Genentech, Deal Review, with Mike King Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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, Director of Research, Rodman & Renshaw * Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/097.mp4 01:25 13 Aug 2008 12:00:00 -0500 No BMS and ImClone Deal Review, with Mike King Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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, Director of Research, Rodman & Renshaw * Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/096.mp4 01:14 13 Aug 2008 11:00:00 -0500 No Impact of Summer Acquisitions on the Biotech Industry, with Mike King Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 King, Director of Research, Rodman & Renshaw * Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/095.mp4 04:26 13 Aug 2008 10:00:00 -0500 No Vivalis uses Embryonic Stem Cell Technology to Enable Vaccine and Antibody Production. BioBusiness.TV / Dr. Majid Mehtali, CSO of Vivalis / Reni Benjamin, Managing Director & Senior Biotechnology Analyst at Rodman & Renshaw / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 NASDAQ Marketsite, on July 17th, 2008, in New York City. Featuring: * Dr. Majid Mehtali, CSO of Vivalis Reni Benjamin, Managing Director & Senior Biotechnology Analyst at 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. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/094.mp4 01:45 17 Jul 2008 No Visionaries: Bill Kridel on the Role of M&A Today. BioBusiness.TV / William Kridel, Managing Director at Ferghana Partners Group / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/089.mp4 01:36 23 Jul 2008 12:00:00 -0500 No Visionaries: Bill Kridel on Biotech in 20 Years, Regenerative Medicine, Biomarkers, Personalized Medicine. BioBusiness.TV / William Kridel, Managing Director at Ferghana Partners Group / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/088.mp4 01:06 23 Jul 2008 11:00:00 -0500 No Stem Cells Business Models, FDA Initiatives, Companies, and Funds, with Bill Kridel BioBusiness.TV / William Kridel, Managing Director at Ferghana Partners Group / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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 FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/087.mp4 06:14 23 Jul 2008 10:00:00 -0500 No Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan. BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/086.mp4 01:24 26 Jun 2008 12:00:00 -0500 No Celgene's Revlimid, Markets and Revenues, with Charles Duncan. BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 New York City. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/084.mp4 01:15 26 Jun 2008 12:00:00 -0500 No Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan. BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/083.mp4 01:20 26 Jun 2008 11:00:00 -0500 No Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan. BioBusiness.TV / Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities / Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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. Featuring: * Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities * Daniel Teper, Managing Director at Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/082.mp4 01:31 26 Jun 2008 10:00:00 -0500 No Visionaries: Stelios on Financing, Productivity, and the Cost of Innovation. BioBusiness.TV / Stelios Papadopoulos, Chairman of the Board/Director/Founder at Exelixis, Inc. / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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/Founder at Exelixis, Inc. * 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. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/081.mp4 09:55 25 Jun 2008 12:00:00 -0500 No Visionaries: Stelios on Biotech in 20 Years, Fundamental Science, Personalized Medicine, and Energy. BioBusiness.TV / Stelios Papadopoulos, Chairman of the Board/Director/Founder at Exelixis, Inc. / Jean-Loup Romet-Lemonne, President & CEO of BioBusiness.TV You 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.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/080.mp4 01:14 25 Jun 2008 11:00:00 -0500 No ASCO 2008, the take home message with Mike King. BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 King, Director of Research, Rodman & Renshaw * Daniel Teper, Managing Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/079.mp4 02:33 5 Jun 2008 12:00:00 -0500 No ASCO 2008, Focus on Imclone with Mike King. BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 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 Partner of Bionest Partners, and Founder & Chairman of BioBusiness.TV DISCLAIMER: BIOBUSINESS.TV IS AN INDEPENDENT MEDIA, AND A PLATFORM FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/078.mp4 01:13 5 Jun 2008 11:00:00 -0500 No ASCO 2008, Focus on Genentech with Mike King. BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 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 FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/077.mp4 01:17 5 Jun 2008 10:00:00 -0500 No ASCO 2008, Focus on Celgene with Mike King. BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 the day of this interview. 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 FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/076.mp4 01:17 5 Jun 2008 09:00:00 -0500 No ASCO 2008, Small Cap Focus with Mike King BioBusiness.TV / Michael King, Director of Research, Rodman & Renshaw / Daniel Teper, Managing Director of Bionest Partners, and Founder & Chairman of BioBusiness.TV You 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 FOR THE EXCHANGE OF IDEAS AND OPINIONS. BIOBUSINESS.TV STRIVES TO ENHANCE THE QUALITY AND ACCESSIBILITY OF INDUSTRY DATA, AND TO DELIVER INFORMATION THAT INVESTORS AND EXECUTIVES CAN RELY UPON TO MAKE SOUND, INFORMED FINANCIAL AND MANAGERIAL DECISIONS. VIEWERS SHOULD VERIFY ALL CLAIMS AND DO THEIR OWN DUE DILIGENCE BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. http://bbtvpodcast.s3.amazonaws.com/075.mp4 01:22 5 Jun 2008 08:00:00 -0500 No