Biotecnologicas

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Re: Biotecnologicas

Mensajepor Dalamar » 19 Mar 2013 14:05

PDL BioPharma Inc. (NASDAQ: PDLI) comes in. It's a leader in what's now known as "humanized" monoclonal antibodies.

Consider that PDL has licensed its technology to such heavyweights as Roche Holding Ltd. (OTC ADR: RHHBY), Novartis AG (NYSE AG: NVS), Pfizer Inc. (NYSE: PFE) and Johnson & Johnson (NYSE: JNJ).

As I see it, this is a great business model. For investors at this point, it pays to think of PDL as really more of a patent play than a true science firm.

Not that the underlying science isn't great. It's just that PDL's main sales and profits stem from its relationships with much bigger firms.

PDL's six main drugs bring in more than $300 million a year in royalty revenue. PDL refers to its portfolio as the "Queen et al patents." They expire in 2014, pending changes to those products lines that could yield either new compounds or create new uses for existing molecules.

This is one of the reasons why PDL's stock remains so low-priced and the fundamentals so appealing for at least for the next year.

With a market cap of about $1 billion, PDL trades at less than four times forward earnings, or about one-third that of the overall market.

And talk about high internal returns. It has a profit margin of an astounding 56%. Not only that, but it has a return on assets (ROA) of nearly 80%.

PDL certainly knows what to do with all that cash - it returns it to the shareholders. The stock pays an annual dividend of 60 cents a share, for a current yield of 8.3%.

In fact, two of PDL's Top Three selling drugs target cancer. They are:

-Avastin, a tumor-starving therapy used as a first-line treatment with certain cancers that invade the colorectal system, the lungs and the kidneys.
-Herceptin, which prevents the over-expression of the HER2 protein found in breast cancer.
-And Lucentis, a compound that inhibits the growth of a protein that leads to the age-related eye damage that can cause blindness.
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Re: Biotecnologicas

Mensajepor Dalamar » 03 Abr 2013 16:21

The University of California is currently working on neural electronics - a flexible wearable patch that goes on the body and picks up skin resistivity and electrical signals that are sent through the human body and wirelessly allows the user to control other things, according to Howard Charney, senior vice president, office of the president, Cisco.

"We already know that people are controlling prosthetic limbs with thought, such as wheelchairs; this has been demonstrated in labs," said Charney.

Today the cloud provides us with storage, computation and network services, but one of the things that is being looked at by scientists, according to Cisco, is whether the cloud could act as an extension of the human brain; i.e. a computing service that is akin to making the human brain twice or three or 10 times more powerful than it is today.

"We have about 300 million pattern recognition models in the human brain. The way that we think has to do with recognising patterns; we see a pattern and correlate that to another pattern and draw a conclusion - that is what makes us humans. Instead of having 300 million pattern recognition models, what if you had 600 million. Imagine what you could think and dream about. Imagine what might be possible," said Charney.

The cloud could be utilised as an extension of the human cortex and so just like today the cloud is a matter of storage and computation and network services. In the not too distant future Cisco says that you will be able to interact with the cloud from your brain.

This human-IT interface technology is part of ongoing research into the Internet of Everything, or connecting everything in the world to the Internet and the network. Charney says that if you can connect people together more efficiently in their daily lives, good things happen; that is the Internet of Everything.
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Re: Biotecnologicas

Mensajepor Dalamar » 07 Abr 2013 14:23

It’s developed a proprietary system for something called "chemosaturation.” More than a drug, it’s a device. It’s a means of administering a high dose of chemotherapy directly into a diseased organ.

The system is complicated, of course. But essentially it involves saturating the tumor with a chemotherapy medication. But that’s not all. It minimizes (and even prevents) the usual side effects by filtering the powerful drugs out of the bloodstream before they can be circulated to other parts of the body.

This is a system that:

Walls off and isolates deadly tumors…
Saturates and destroys them with ultra-heavy doses of lethal chemo…
Then, at the same time... miraculously “filters and purifies” the surrounding blood… completely eliminating the poison.

For millions of suffering people, this system stands to be a miracle – sheltering them from highly invasive surgery and debilitating and painful side effects… while giving them a better chance to survive.

This company’s device is already a big hit in Europe.
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Re: Biotecnologicas

Mensajepor Dalamar » 25 Jun 2013 07:40

En términos de valoración, su opinión es que la biotecnología parece especialmente interesante. En la década de 2000, el sector cotizaba a 50-100 veces los beneficios. Hoy en día, las empresas más rentables y de crecimiento rápido cotizan a un ratio más razonable de 20 veces los beneficios.

En comparación con el sector farmacéutico, incluso las valoraciones más altas no parecen caras cuando se tienen en cuenta las tasas de crecimiento. Dadas sus cifras de ventas superiores, la biotecnología tiene un ratio PEG medio de una vez. Los ratios PEG de la industria farmacéutica están en 1,5-2 veces. El crecimiento está siendo impulsado por nuevos productos con un enorme potencial global.

Los tratamientos para la hepatitis C son muy prometedores. Hasta hace poco eran desarrollados por grandes farmacéuticas, que se convertían en sus propietarias, con Roche como actor dominante. El tratamiento duraba casi un año, pero no garantizaba el éxito. Las tasas de curación solo eran del 40% y los pacientes sufrían unos efectos secundarios considerables. Un nuevo inhibidor de la proteasa, Incivek, desarrollado y comercializado por Vertex Pharmaceuticals, ha reducido a la mitad los periodos de tratamiento y aumentado la tasa de curación. Un nuevo tratamiento oral de Gilead podría reducir los tiempos y elevar aún más la tasa de curación. Ambas compañías se encuentran entre las diez principales inversiones del fondo BB Biotech.

"El sector biotecnológico dejará pequeñas a las grandes farmacéuticas sin ninguno de los efectos secundarios de los antiguos tratamientos. El mercado mundial de la hepatitis C se multiplicará por más de tres", comenta Storni. Otro tema clave son las 'bombas inteligentes', que utilizan anticuerpos modificados para depositar toxinas en tumores. De nuevo, la industria biotecnológica ha suscrito alianzas importantes con grandes farmacéuticas para desarrollar mecanismos de distribución eficaces. A medida que vencen las patentes de los medicamentos antiguos, los grandes actores están cada vez más interesados en asociarse con, o incluso en comprar a, los innovadores.

"No invertimos en candidatos potenciales a operaciones de M&A porque sí. Las empresas deben ser robustas y su potencial debe ser sólido. Aun así, las actividades de M&A añaden un valor sustancial y han alcanzado un buen nivel en los últimos años", dice Storni. Algunos movimientos corporativos recientes han sido Pharmasset y Micromet, ambas adquiridas por empresas más grandes incluidas en la cartera de BB Biotech, la primera por Gilead y la segunda por Amgen. Las grandes farmacéuticas también han avistado oportunidades. Amylin fue adquirida por Bristol Myers-Squibb. Human Genome Sciences, que utiliza la secuenciación del ADN humano para desarrollar tratamientos, también fue comprada por GlaxoSmithKline el año pasado.

Los nuevos lanzamientos prolongarán el recorrido positivo de la biotecnología. El equipo de Bellevue espera que al menos 20 nuevos productos importantes lleguen al mercado en los próximos tres años, incluyendo tratamientos mejorados para el asma, la fibrosis quística y diversos tipos de cáncer. "Desde 2008, la biotecnología sigue batiendo a la mayoría de los sectores"
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Re: Biotecnologicas

Mensajepor Dalamar » 02 Jul 2013 19:57

Código: Seleccionar todo

The world's biggest drugmakers are hiring--even in the U.S. and Europe. The numbers aren't enormous, but as Genetic Engineering & Biotechnology News numbers show, the three most active recruiters have more than 5,000 positions to fill between them. Over the past few years, we've grown more accustomed to job cuts than job vacancies.
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Re: Biotecnologicas

Mensajepor Dalamar » 02 Jul 2013 20:00

Know the smell of fresh soil? The odor comes from dirt bacteria known as actinomyces, Verdine says. The bacteria have the potential to serve as pharma factories, but instructions for producing many druglike compounds hide in the genetic codes of the microbes.

The Cambridge, MA-based startup searches for those instructions or "signatures" in the genetic code. The company has had the genomes of more than 50,000 microbes sequenced, and researchers from the firm have identified dozens of compounds that could directly impact novel disease targets to treat a wide range of illnesses. Its lead compound targets an undisclosed component of cell-division machinery involved in cancer and other diseases, Verdine says. The startup aims to begin animal testing within months.
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Re: Biotecnologicas

Mensajepor Dalamar » 02 Jul 2013 20:06

Contrary to popular belief, drug R&D spending is not going down. It's also not rising very quickly--but it is headed up.

In a new report, EvaluatePharma estimates that the total R&D budget for drug development will hit $149 billion by 2018, with a compound annual growth rate of 1.4% between 2012 and 2018. And Novartis will be in the number one spot for R&D spending, laying out slightly more than $10 billion for research work. Among the top 20 players, Novo Nordisk ($NVO) is expected to boost its R&D budget the most, with an estimated increase of 8%.

Anticoagulants will be the fastest-growing therapy category on the sales side. And by 2018 more than half of the 100 top-selling therapies will be biologics, with Humira in the number one spot.
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Re: Biotecnologicas

Mensajepor Dalamar » 05 Jul 2013 19:27

Score one for stem cell scientists in the hunt to regenerate human livers. A group from Yokohama City University in Japan has reported that lab-grown human liver "buds" were injected into mice and performed the detoxification functions.

Scientists have many questions to probe about the approach, and the use of such methods in humans could be years away. Yet the approach opens the door to further exploration and provides some hope that stem cell science could yield breakthroughs for patients with ailing livers.

When a mixture of induced pluripotent stem cells matured into liver buds, which represent the organ in an early state, the Japanese scientists were totally "gobsmacked" by the unexpected result, a lead scientist told reporters from the BBC and other media outlets through a translator. They injected the liver buds into mice with chronic liver disease, showing that the buds seemed to function and improve the survival of the animals.

"We just simply mixed three cell types and found that they unexpectedly self-organize to form a three-dimensional liver bud--this is a rudimentary liver," said Professor Takanori Takebe, as quoted by the BBC. "And finally we proved that liver bud transplantation could offer therapeutic potential against liver failure."

Livers take a beating from Western diets and diseases such as hepatitis, driving up demand for new treatments and transplants. A regenerative therapy could prolong the function of diseased livers.
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Re: Biotecnologicas

Mensajepor Dalamar » 11 Jul 2013 17:42

The biotech IPO scene turns red hot

During all of last year there were only 11 biotech IPOs. But even that weak number looked pretty good compared to the barren years leading away from the 2008 financial crisis. In the last 6 months, though, the industry has seen a tremendous rebound, with almost twice that number of IPOs in half the time. And there's no sign that the great leap into the public market is waning, with 10 more IPOs in the queue. Add it all up, and the biotechs that took the IPO leap in the first half of the year raised close to $1.4 billion--which is particularly impressive if you consider that it represents a stream of cash that had all but dried up in recent years. New money flowing into biotech means more R&D projects, more researchers and more contracting...
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Re: Biotecnologicas

Mensajepor Dalamar » 11 Jul 2013 17:44

China and India have gained a fair amount of capacity for manufacturing biopharmaceuticals of late. In years past, companies in the U.S. and Europe have thought of them as the most likely spots to outsource manufacturing work, but according to a new survey from BioPlan Associates, those two countries are losing their luster.

In PharmExec, BioPlan President Eric Langer says that although those two countries previously were the two most likely spots to outsource biopharmaceutical manufacturing, the company's 10th Annual Report and Survey of Biopharmaceutical Manufacturing Capacity and Production finds China in ninth place and India in fourth. The U.S. was the top spot picked, with Germany and Singapore filling out the top three. U.S. respondents put Singapore as their first pick, trailed by Germany, the U.K., China, and India.
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