Biotech Values

[DewDiligence]

ABT ‘Mini’ ReadMeFirst

[Updates:
Xience vs Taxus 3-year data (#msg-36642566);
new section on bioabsorbable stent.]


Finances and outlook
#msg-34983291 4Q08 results
#msg-35632310 Feb 2009 feature in Barron’s


Recent acquisitions
#msg-34762429 Advanced Medical Optics
#msg-34244326 Ibis Biosciences (former ISIS subsidiary)
#msg-34774636 Jan 2009 feature in WSJ


Drug business
#msg-32873850 Humira has become a mega-blockbuster
#msg-26156472 FDA approves Humira for plaque psoriasis
#msg-34203456 FDA approves TriLipix
#msg-26869744 FDA approves Simcor
#msg-29106939 ABT showcases ADHD portfolio


Cholesterol joint venture with AstraZeneca
#msg-11890439 Crestor+TriCor combo pill
#msg-33503193 TriLipix 1-Year combo data
#msg-33263372 Crestor JUPITER data could be game-changer
#msg-28510348 Heart disease: Not about cholesterol?
#msg-30170058 MRK’s Cordaptive delayed until 2013


Xience
#msg-32873087 Xience ramp exceeds forecasts (1)
#msg-32217694 Xience ramp exceeds forecasts (2)
#msg-29264356 Xience blows away Taxus at two years
#msg-36642566 Xience blows away Taxus at three years
#msg-30452522 FDA approves Xience


Bioabsorbable stent
#msg-36509882 Clinical program for bioabsorbable DES
#msg-36292361 WSJ blurb (Mar 2009)
#msg-32869939 Business Week feature (Oct 2008)


Corporate and miscellaneous
#msg-35753218 ABT hikes dividend for 37th consecutive year!
#msg-32844386 New $5B buyback authorization
#msg-31637906 ABT cuts 1,000 jobs
#msg-29708517 Musings on TriCor patent case
#msg-31102936 Musings on Norvir lawsuit