Biotech Values

[DewDiligence]

ABT ‘Mini’ ReadMeFirst

[Updates:
Solvay, Evalve, and Visiogen acquisitions;
latest Xience data from TCT conference;
2Q09 DES sales and market shares.]


Finances and outlook
#msg-39581371 2Q09 press release
#msg-39581626 Q&A addendum to 2Q09 PR
#msg-39580562 Bloomberg newswire on 2Q09 results
#msg-39581016 Dew’s musings on 2Q09 results
#msg-35632310 Feb 2009 feature in Barron’s


Recent acquisitions
#msg-41922225 Solvay drug unit, including TriLipix
#msg-41374735 Evalve
#msg-41143330 Visiogen
#msg-34762429 Advanced Medical Optics (Allergan spin-off)
#msg-34244326 Ibis Biosciences (former ISIS subsidiary)
#msg-34774636 Jan 2009 feature in WSJ


Cholesterol franchise including JV with AZN
#msg-38449725 ABT, AZN submit NDA for Certriad
#msg-33503193 TriLipix 1-Year combo data
#msg-33263372 Crestor JUPITER data could be game-changer
#msg-34203456 FDA approves TriLipix
#msg-26869744 FDA approves Simcor
#msg-30170058 MRK’s Cordaptive delayed until 2013
#msg-28510348 Heart disease: Not about cholesterol?
#msg-39401238 Niaspan vs Zetia trial halted—results pending
#msg-38554134 Niaspan lowers level of lipoprotein


Drug business (general)
#msg-39581016 Investors expect too much from Humira
#msg-39417561 Size and segments of US market for RA
#msg-26156472 FDA approves Humira for plaque psoriasis
#msg-29106939 ABT showcases ADHD portfolio
#msg-38562229 FDA requests new Flutiform trial


Xience
#msg-39762286 2Q09 DES sales and market shares
#msg-32873087 Xience ramp exceeds forecasts (1)
#msg-32217694 Xience ramp exceeds forecasts (2)
#msg-41855797 Xience beats Taxus Liberté with ease
#msg-29264356 Xience blows away Taxus at two years
#msg-41731638 Xience blows away Taxus at three years
#msg-38097301 Xience shines in hard-to-treat subgroups
#msg-30452522 FDA approves Xience
#msg-38985789 EU approves Xience Prime
#msg-41529862 Xience approved in China
#msg-39903651 ABT wins $400M patent settlement from MDT


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-40949294 Cancer-biomarker collaboration with PFE
#msg-39511634 Cancer-biomarker collaboration with GSK
#msg-31637906 ABT cuts 1,000 jobs
#msg-29708517 Musings on TriCor patent case
#msg-31102936 Musings on Norvir lawsuit
#msg-39161889 Jury rules against ABT in JNJ’s Humira suit
#msg-37562781 ABT sues JNJ on Simponi patent