BioBusiness.TV, the podcast! ver2

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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.