Biotech Values

[DewDiligence]

ABT ‘Mini’ ReadMeFirst

[Updated for 4Q09 results.]


Finances and outlook
#msg-46110981 4Q09 results
#msg-35632310 Feb 2009 feature in Barron’s


Acquisitions
#msg-34774636 Jan 2009 feature in WSJ
#msg-43510907 Anti-NGF mAb for pain
#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-14553895 Kos Pharmaceuticals
#msg-10772808 Guidant’s vascular business (PR)
#msg-9314269 Guidant’s vascular business (commentary)


Cholesterol franchise (including JV with AZN)
#msg-43586320 Niaspan bests Zetia in ARBITER 6–HALT study
#msg-38554134 Niaspan lowers level of lipoprotein
#msg-38449725 ABT, AZN submit NDA for Certriad
#msg-33263372 Crestor JUPITER data could be game-changer
#msg-33503193 TriLipix 1-Year combo data
#msg-34203456 FDA approves TriLipix
#msg-26869744 FDA approves Simcor
#msg-28510348 Heart disease: Not about cholesterol?
#msg-43674310 What’s up with MRK’s Cordaptive?


Drug business (general)
#msg-42490961 Humira continues on monster pace
#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-42404723 Xience bests Taxus in ‘real world’ SPIRIT IV
#msg-41731638 Xience blows away Taxus at three years in SPIRIT III
#msg-41855797 Xience makes Taxus Liberté irrelevant (1)
#msg-45284964 Xience makes Taxus Liberté irrelevant (2)
#msg-38097301 Xience shines in hard-to-treat subgroups
#msg-30452522 FDA approves Xience
#msg-38985789 EU approves Xience Prime
#msg-45262545 Xience approved in Japan
#msg-41529862 Xience approved in China
#msg-39903651 ABT wins $400M patent settlement from MDT


Bioabsorbable stent
#msg-43664045 ABT reports 3-year data at AHA
#msg-36292361 WSJ blurb (Mar 2009)
#msg-32869939 Business Week feature (Oct 2008)


Corporate, legal, and miscellaneous
#msg-35753218 ABT hikes dividend for 37th consecutive year!
#msg-32844386 New $5B buyback authorization
#msg-31637906 ABT cuts costs with 1,000-job reduction
#msg-44080721 ABT, Teva settle TriCor patent case
#msg-37562781 ABT sues JNJ on Simponi patent
#msg-39161889 Jury hits ABT with $1.7B award in Humira suit
#msg-43335667 Judge refuses to reduce Humira damages
#msg-31102936 Musings on Norvir (ritonavir) lawsuit
#msg-40949294 Cancer-biomarker collaboration with PFE
#msg-39511634 Cancer-biomarker collaboration with GSK
#msg-45878816 Litigation vis-à-vis blood glucose monitoring