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mcbio

07/07/13 3:25 PM

#163567 RE: DewDiligence #163565

My Top Picks for Long-Term Buy & Hold (updated)

Dew, there appears to have been a mistake as I don't see any of my small-cap biotech holdings on your list. Please update your list to correct this oversight. T.i.a. ; )
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DewDiligence

07/12/13 4:11 PM

#163967 RE: DewDiligence #163565

XOMA +15% on no news I'm aware of.
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DewDiligence

07/24/13 6:14 PM

#164422 RE: DewDiligence #163565

(ZTS)—LLY reported solid 2Q13 results for Elanco, its animal-health subsidiary. Good harbinger for ZTS, which reports 2Q13 results on 8/6/13.
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DewDiligence

07/26/13 5:13 PM

#164551 RE: DewDiligence #163565

Good news for MRK and other DPP-4 companies:

http://www.nytimes.com/2013/07/27/business/european-regulator-finds-little-risk-in-diabetes-drugs.html

Regulators in Europe have concluded that there was little evidence that widely used drugs to treat Type 2 diabetes could cause pancreatic inflammation or pancreatic cancer, a finding that might reassure patients while also removing a potential sales threat for Merck and some other drug companies.

“Presently available data do not confirm recent concerns over an increased risk of pancreatic adverse events with these medicines,” the European Medicines Agency said in a news release on Friday.

Although there are several approved DPP-4 drugs, MRK’s Januvia/Janumet franchise has about 2/3 of the worldwide market.
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DewDiligence

07/28/13 10:40 PM

#164606 RE: DewDiligence #163565

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DewDiligence

08/04/13 10:09 PM

#164937 RE: DewDiligence #163565

ZTS JV receives China approval for porcine vaccine:

http://finance.yahoo.com/news/zoetis-joint-venture-china-receives-000000253.html

Vaccines for swine have high growth potential as China is the world’s leading pork producing nation, with an annual population of more than 685 million pigs in 2012 [The word “population” is not what was meant, IMO.] The joint venture provides a strategic platform for growth in China where the animal health industry is valued at $1.8 billion and is expected to grow at 9.3 percent year over year in the next 5 years.