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Small Cap Pharma & Specialty Pharmaceuticals: David H. Windley, Jefferies & Company, Inc.
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Large Cap Pharmaceutical Companies: Martha Freitag, Argus Research Company
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CEO Interviews (average 2,500 words): Top management from 10 sector firms examine the outlook for their firm and sector. Firms interviewed include: AMDL, Inc., AVANIR Pharmaceuticals, Delcath Systems, Inc., Lotus Pharmaceuticals, Inc., Nutra Pharma Corp., OPKO Health, Inc., PacificHealth Laboratories, Inc., Pressure BioSciences, Inc., Quick-Med Technologies, Inc., RBC Life Sciences, Inc.
Topics covered: Branded specialty pharmaceuticals - Drug development - The development cost - The business model - Management teams - The generic risk - The key franchises - The slowdown in approvals - A series of pipeline disappointments - Aggressive generic challenges - The pharma model - The pace of external deals
Companies covered: Endo Pharmaceuticals (ENDP); Noven Pharmaceuticals (NOVN); Alpharma (ALO); King Pharmaceuticals (KG); Cephalon (CEPH); Durect (DRRX); Pozen Pharmaceuticals (POZN); Johnson & Johnson (JNJ); Abbott Laboratories (ABT); Merck (MRK); Schering-Plough (SGP); Bristol Myers Squibb (BMY); GlaxoSmithKline (GSK); Eli Lilly (LLY); Pfizer (PFE).
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