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雷达卡
【出版时间及名称】：2010年美国生命科学行业前景展望
【作者】：Wedbush
【文件格式】：pdf
【页数】：37
【目录或简介】：
TABLE OF CONTENTS
PAGE
I. Macro Trends for 2010 ....................................................................................................................... 4
1) Non-Discretionary Sectors Favored in Difficult Broad Market Conditions ........................................... 4
2) Clinical / Regulatory Catalysts May Affect Stock Liquidity ................................................................... 4
3) Cost Containment / Reform ................................................................................................................. 5
II. Sector Trends for 2010 ...................................................................................................................... 5
1) Balance Sheet Risks........................................................................................................................... 5
2) Partnering Efforts ................................................................................................................................ 9
3) M&A Activity ..................................................................................................................................... 11
4) Regulatory Risks ............................................................................................................................... 15
5) Cost Containment Risks .................................................................................................................... 15
III. Therapeutic Themes for 2010 ........................................................................................................ 15
1) Promising Alzheimer's Disease Therapies ........................................................................................ 15
2) Prostate Cancer Targeted Therapy Clinical Candidates ................................................................... 16
3) Transformative HCV Therapeutic Development ................................................................................ 16
4) Opportunities in the LVAD Market ..................................................................................................... 18
IV. Top Ideas for 2010 .......................................................................................................................... 19
1) ABT ................................................................................................................................................... 19
2) ARYX ................................................................................................................................................ 19
3) AUXL ................................................................................................................................................ 20
4) BIOD ................................................................................................................................................. 20
5) BMTI ................................................................................................................................................. 21
6) CADX ................................................................................................................................................ 21
7) HTWR ............................................................................................................................................... 21
8) ITMN ................................................................................................................................................. 23
9) MAPP ............................................................................................................................................... 23
10) MDVN ............................................................................................................................................. 24
11) NGSX ............................................................................................................................................. 25
12) VRUS .............................................................................................................................................. 25
13) SLXP .............................................................................................................................................. 26
14) ZOLL ............................................................................................................................................... 26
V. Catalysts for 2010 ............................................................................................................................ 27
VI. Medical / Investor Conferences Calendar .................................................................................... 31
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