A feature here at TWST, in addition to our traditional roundtables and one on one interviews, is Off the Record. Here the analysts and CEOs speak on the condition of anonymity, telling us the picks they wouldn’t necessarily be able to share otherwise. Here’s what they picked as part of our Biotech special focus:

Celgene (CELG)-

• “I would give kudos to Sol Barer at Celgene. I think when they announced their acquisition last year of Pharmion, there was quite a lot of scrutiny on that, and I think the deal has worked out very well for them in terms of getting the competitive advantage of their drug Vidaza.”
• “Celgene bought Lifebank and I think they have a fabulous management team in their stem cell division and cellular division”

Genzyme (GENZ)-

• “I would point to Genzyme’s Henri Termeer as one of the good guys. He has kept costs down at Genzyme and has really figured out ways to grow the business and diversify his revenue stream, so he would be on the top of my list.”
• “I’d have to mention Henri Termeer at Genzyme. I think the company has been very aggressive in going out and embarking on licensing deals for potentially best-in-class drugs for their long-term pipeline. They’ve been able to manage costs very well through some volatile markets recently. He should be viewed as top
  class management.”

For the full Biotech issue, including a roundtable forum on investing in Biotech stocks, as well interviews with top CEOs, click here.

This entry was posted on Wednesday, June 3rd, 2009 at 4:25 pm and is filed under Healthcare Stocks. You can follow any responses to this entry through the RSS 2.0 feed.