67 WALL STREET, New York - November 27, 2012 - The Wall Street Transcript has just published its Best Biotechnology and Pharmaceutical Investing Interviews of 2012 offering a timely review of the sector to serious investors and industry executives. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Biotechnology and Pharmaceutical Investing
Companies include: Amgen Inc. (AMGN), Biogen Idec Inc. (BIIB), Celgene Corporation (CELG), Gilead Sciences Inc. (GILD), Alexion Pharmaceuticals, Inc. (ALXN), Merck & Co. Inc. (MRK), Vertex Pharmaceuticals Incorpo (VRTX), Seattle Genetics Inc. (SGEN), Bristol-Myers Squibb Co. (BMY), Idenix Pharmaceuticals Inc. (IDIX), Pharmacyclics Inc. (PCYC), Incyte Corporation (INCY), Pfizer Inc. (PFE) and many others.
In the following excerpt from the Best Biotechnology and Pharmaceutical Investing Interviews of 2012, an expert analyst discusses the outlook for the sector for investors:
TWST: What are some of the most promising products currently in development or recently brought to market by your companies that investors may want to keep an eye on?
Mr. Roden: I think one of the best pharmaceutical horse races any of us has ever seen is in hepatitis C right now. And last year represented a huge breakthrough for the field of hepatitis C therapy with the approvals of Merck's (MRK) Victrelis and Vertex's (VRTX) Incivek. And as much of an advance as they were in terms of advancing the cure rates, in the same year, 2011, it became clear that all-oral combinations of direct antivirals would perhaps give you at least as good cure rates as what the first-generation protease inhibitors were giving us, that the efficacy would at least be as good, but the safety, tolerability and convenience of all oral combinations would be much more important for the hepatitis C community.
And so moving to the head of the pack fairly quickly was Pharmasset, which was later acquired by Gilead (GILD), and now Gilead is really taking the pole position in hepatitis C next-generation development. And that's partially been reflected in GILD shares this year. But certainly, I view this as a very significant area of innovation, and really a breakthrough science. It's also important really from a health economics perspective, since ultimately, curing hepatitis C is going to take a lot of downstream health care costs off the table.
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.
- Pharmaceuticals & Drug Trials
- Celgene Corporation