Obamacare Worries Subside as Novel Biotech Treatments Retain Pricing Power: A Wall Street Transcript Interview with Boris Peaker, Ph.D., Executive Director and Senior Analyst with Oppenheimer & Co. Covering the Biotechnology Sector

Wall Street Transcript

67 WALL STREET, New York - April 28, 2014 - The Wall Street Transcript has just published its Biotechnology and Pharmaceuticals Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Health Care - Biotechnology and Pharmaceuticals - Orphan Drug and Biologics Manufacturing - Oncology Drug Development - Orphan Drugs - FDA Approval Process - Biotechnology and Pharmaceutical Companies Valuation - Genetic and Cell Therapies

Companies include: Keryx Biopharmaceuticals Inc. (KERX), Celgene Corporation (CELG), InterMune Inc. (ITMN), NPS Pharmaceuticals, Inc. (NPSP) and many others.

In the following excerpt from the Biotechnology and Pharmaceuticals Report, an expert analyst discusses the outlook for the sector for investors:

TWST: Tell us about your coverage universe. You focus on oncology and orphan indications, is that correct?

Dr. Peaker: My primary focus is on those areas, but I also have outlier companies in the dialysis space, endocrinology and cell therapy.

TWST: The segment has had quite a run since troughing in summer of 2011. What do you see as some of the key drivers of that? And do you see them holding up over time?

Dr. Peaker: The trough was associated with two uncertainties surrounding ObamaCare. First, was it going to stick or not? And then, if it does stick, what are the consequences of pharmaceutical sales? We know the answer to one; the law stuck. In terms of pharmaceutical sales, people have realized that overall the law does not significantly impair or really harm the pharmaceutical industry. The fears associated with that have been removed, and that was part of the reason for the run-up.

I think the other reason ties into another key concern for the industry, the overall pace of innovation...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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