Date updated:01-09-2008
This is second part of the list of the Companies that will be presenting at this years JP Morgan 26th Annual Healthcare Conference for the first day held on Jan 7th. I think it will be interesting to see how they do leading up to the conf and after they report. I am going to try and do research on each one and try to find any really cool surprises they may be coming up with. I will try and rate them 1 to 5 on how sexy these companies may be when they come out in San Francisco next week..lol. This is going to be so much fun....I guess this gives new meaning to "let's play Doctor".
So, these are a list of the Public Companies that will be presenting in their mainrooms on Jan 7th...2nd Part to this portfolio

-
ONXX
Onyx Pharm Inc - $31.04
- -6.02%
- $32.60
Sexy but Everyone knows about it...Jim on his show says it could double..he may be right.There is a great video at THE STREET of the CEO that says they are working on a Lung Cancer Drug..check it out. Adam from THE STREET just posted this..Onyx Pharmaceuticals (ONXX - Cramer's Take - Stockpickr - Rating): What a fantastic 2007, with the stock up over 400%. To maintain the momentum, Onyx must wow investors again with stellar data from its cancer drug Nexavar. This time, the focus moves from the liver to the lungs, with results from a phase III study expected mid year. Onyx CEO Hollings Renton has already announced his retirement for later this year, so Monday's presentation will be his JPMorgan swan song. Given the stock's stellar performance in 2007, investors will give Hollings a standing ovation for a job well done. If he delivers positive Nexavar lung cancer data later this year (which could double the stock again from its current $57.98), investors might just name sons (and daughters) after him.....For my take, I could find nothing on the down side except that one of their drugs can cause High Blood Pressure..Cancer or High Blood Pressure not much of a choice. Here is the article New Cancer Drug Boosts Blood Pressure WEDNESDAY, Jan. 2 (HealthDay News) -- The new anti-cancer drug sunitinib (Sutent) can cause high blood pressure in patients with kidney cancer, French researchers report. The finding echoes the results of a study published last month that found the drug increased blood pressure and the risk of heart failure among patients with stomach cancer. "Patients taking sunitinib and other similar [drugs] may experience increases in blood pressure of 15 to 25 percent," said study author Dr. Michel Azizi, a professor of vascular medicine at Georges Pompidou European Hospital in Paris. The report is published in the Jan. 3 issue of the New England Journal of Medicine

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PPDI
Pharm Prod Dev - $36.86
- -5.51%
- $38.50
Arms Dealer..These Arm Dealers are so Laura Croft Sexy. They call themselves a Global Contract Research Organization (CRO)..they mainly find "help" with the FDA process and take Milestone payments when the FDA approves. In fact they just got one last week when thier Partner Takeda Phar filed the NDA for the DPP-IV Diabetic Drug...Milestone for this drug Alogliptin is a 25M paycheck this qtr and more if the drug gets approved. 4.99B Market Cap, p/e 30.52 PEG 1.68...darn sexy.

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ROG.VX
Roche Gs - $171.90
- -5.08%
- $177.50
Unknown sexy. This is such a big company but I can't find fundies on Yahoo or MNS Money.

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RMD
Resmed Inc - $40.38
- -5.74%
- $41.79
Snoring is not sexy but it happens. This is a Sleep Apnea Equipment play.On 1-2-08 they got a new CEO, but the founder/ceo will still work there. 3.83 B Market Cap, 13.50% qtr growth yoy, p/e 59.41 (industry 30), PEG 1.62. What makes this a little sexy is that the competition was bought out by PHG on 12-21-07 at a 24% premium. So maybe they might by this too???

-
SONO
Sonosite Inc - $25.64
- -7.84%
- $27.30
So NOT sexy. They make hand carried ultra sound systems and other medical insturments. They have been dead money for about 2 years. For gossip there may be some employee dissatisfaction. For 13d Lord, Abbett LLC took a 6.74% in Aug., 568.26M, 24% qtr yoy, p/e 68.63 w/industry at 27.20. PEG 1.22.

-
SGEN
Seattle Genetics - $8.67
- -1.25%
- $8.70
Darn Sexy..Biotech with a lot of stuff in the pipeline and great partners. Market Cap 699.23M, SGN-40 for skin Cancer partner w/Genetech stage II. There is a great 3 part series on everything you want to know about the pipeline..this part 1, you can fine the other parts at that site. http://seekingalpha.com/article/56725-seattle-genetics-bright-future-part-i?source=yahoo

-
SGMO
Sangamo Bioscienc - $6.28
- -11.30%
- $6.87
You know Jim C on 10/22 was Bearish..but this can be Sexy. Especially because we have 13d's by Koop Investment Advisors that bought 7.23% in Nov and 1-4-08 just got another 7.30%. In Dec the company issued a Press Release on Their Pipeline..and here it is..Sangamo BioSciences Provides Update on Company's Accomplishments in 2007 and 2008 Objectives Company Updates on Four Phase 2 Clinical Trials Dow AgroSciences CEO Discusses Future Opportunities with Sangamo Technology NEW YORK, Dec 05, 2007 /PRNewswire-FirstCall via COMTEX News Network/ -- Sangamo BioSciences, Inc. (Nasdaq: SGMO) announced that the company will provide an update on milestones achieved in 2007 and preview objectives for 2008 during its annual Investor and Analyst Briefing held in New York City today. Jerome Peribere, President and CEO of Dow AgroSciences will discuss the success of the two companies' collaboration to develop zinc finger DNA-binding protein (ZFP) technology for use in plant agriculture and Dow AgroSciences' future plans to commercialize the technology. Mr. Peribere will be joined by Edward Lanphier, Sangamo's President and CEO and other members of Sangamo's senior management team. "We have been very pleased with the progress of our collaboration with Sangamo and by the success that we have had together to confirm our conviction that the ZFP platform has the ability to truly transform the field of plant genetics," commented Mr. Peribere. "We have established that Sangamo's ZFP technology can be used to regulate and modify genes in plants with great specificity and reliability. This enables significant savings in both the rate and cost of development of new crop products with improved traits, characteristics and regulatory designation. We envision that the application of ZFP-mediated gene modification and regulation will become a major component of our plant biotechnology process and, as we enter commercialization and sublicensing, will have a 'game-changing' role in the future of plant breeding." "The past year has been an exciting and transformational period for Sangamo in which we have successfully achieved several major goals," said Edward Lanphier, president and CEO of Sangamo. "The progress that we have made this year in both clinical and business development activities put us in a very strong position to continue to advance and commercialize our ZFP technology in therapeutics, plant agriculture, laboratory reagents and enhanced cell-lines for pharmaceutical protein manufacturing. We expect 2008 to be another year of significant accomplishments for Sangamo as we achieve a number of major value-creating events." Mr. Lanphier continued, "We presented positive top-line clinical data from our Phase 1b trial of our lead ZFP Therapeutic(TM), SB-509, an activator of vascular endothelial growth factor (VEGF) for the treatment of diabetic neuropathy (DN). Sangamo is building on this positive data by initiating further clinical trials as we continue our efforts to develop this technology as a novel platform for therapeutic development. This year we also achieved our goal of successfully completing the accrual of subjects to the Phase 2 trial of SB-509 for DN which will give us data in the second half of 2008. In addition to our two Phase 2 clinical trials in DN, we have announced our plans to initiate further Phase 2 studies of SB-509 in stem cell mobilization and amyotrophic lateral sclerosis (ALS) and to initiate two Phase 1 clinical trials in ZFP-mediated gene modification for glioblastoma and HIV/AIDS. We have also advanced and expanded our preclinical pipeline and presented data from several programs at major scientific and medical meetings. "We also continued to monetize our technology outside of the human therapeutic space. This year we established a major relationship with Sigma-Aldrich Corporation to develop and commercialize ZFP-based laboratory research reagents. We also entered into several cell-line engineering collaborations including a commercial license agreement with Genenetech. The research phase of our collaboration with Dow AgroSciences to apply our ZFP technology for plant agriculture applications is going very well as demonstrated by the achievement of multiple milestones and we look forward to moving into the commercial phase by the fourth quarter of 2008. "By the second half of 2008, we expect to have data from two Phase 2 trials in patients with diabetic neuropathy, to have initiated two new trials of SB-509 in stem cell mobilization and ALS, and two new Phase 1 trials in patients with HIV infection and glioblastoma. Achievement of these objectives, as well as commercial progress in our collaboration with Sigma and entry into the commercial phase of our collaboration with Dow AgroSciences, will be key to further enhancing the market-leading presence for our technology. As has become increasingly evident, an innovation gap exists in the pharmaceutical sector, and we believe that our progress in advancing our technology platform, which is unique in its generation of novel, highly differentiated therapies and products, will create interest among potential partners for our ZFP Therapeutic programs." Sangamo Accomplishments in 2007 During the briefing several of the company's achievements will be highlighted including: -- Sangamo presented "top-line" clinical data from its ZFP Therapeutic program to develop SB-509, a ZFP activator of VEGF for the treatment of diabetic neuropathy at both the Annual Scientific Sessions of the American Diabetes Association in June and the Society for Neuroscience Annual Meeting in November. The data showed statistically significant improvements in several measurements of neurologic health in subjects with mild to moderate diabetic neuropathy over a six-month period after treatment with a single administration of SB-509. -- Sangamo completed accrual for its repeat-dosing Phase 2 trial of SB-509 in patients with mild to moderate DN, and anticipates having data from this trial in the second half of 2008. -- Successful prosecution of Sangamo's collaboration with Dow AgroSciences has resulted in the achievement of several research milestones including the first demonstration of ZFN-mediated targeted integration of DNA into a native gene in maize and the first demonstration of targeting a native gene in canola with ZFNs. -- Sangamo established a major alliance with Sigma-Aldrich Corporation to develop and commercialize high value laboratory research reagents based upon Sangamo's zinc finger DNA binding protein technology. In July 2007, as part of the agreement, Sangamo received an upfront payment of $13.5 million which included license fees and the purchase of one million shares of Sangamo stock. Sangamo is also eligible to receive development and commercial milestone payments of up to $24 million, sublicense payments and royalties on product sales. -- Further strengthening its balance sheet, Sangamo completed a registered direct offering of its common stock. In July 2007, Sangamo sold an aggregate of 3,278,689 shares of common stock to a group of institutional investors in a registered direct offering, resulting in gross proceeds to the company of approximately $30.0 million before fees and expenses. The company estimates that it will end 2007 with approximately $80M in cash and cash equivalents. Select 2008 Objectives During the briefing Sangamo will also discuss the following anticipated objectives for 2008: -- In the second half of 2008, Sangamo expects to have data from its repeat-dosing Phase 2 trial of SB-509 in patients with mild to moderate DN and anticipates completing accrual and having data from a second Phase 2 trial of the same drug in patients with moderate to severe DN. -- Dow AgroSciences has the option to exercise a commercial license for the use of our ZFP technology in plant agriculture in the second half of 2008. -- The Phase 2 trial that Sangamo plans to initiate in the first quarter of 2008 evaluating the mobilization of aldehyde bright stem cells in subjects with diabetic neuropathy after treatment with the SB-509. -- Plans for a Phase 2 trial of SB-509 for the treatment of ALS will also be outlined at the briefing. Sangamo expects to initiate this trial in the first half of 2008. -- Plans to initiate a Phase 1 trial of a ZFP Therapeutic to treat glioblastoma in the first half of 2008 and a Phase 1 trial for a ZFP Therapeutic to treat HIV infection in the second half of 2008. -- Sangamo expects to report data from the Phase 1 clinical programs in critical limb ischemia, the severe form of peripheral artery disease in 2008. -- Sangamo estimates that it expects to end 2008 with approximately $55M in cash and cash equivalents, based on current expense projections and expected progress in existing corporate relationships. The presentation from today's Investor and Analyst Briefing will be archived on Sangamo's website until December 20, 2007 and is available at via a link on the Sangamo BioSciences website in the Investor section http://investor.sangamo.com/index.cfm under "Events and Presentations." About Sangamo Sangamo BioSciences, Inc. is focused on the research and development of novel DNA-binding proteins for therapeutic gene regulation and modification. The most advanced ZFP Therapeutic(TM) development program is currently in Phase 2 clinical trials for evaluation of safety and clinical effect in patients with diabetic neuropathy. Phase 1 clinical trials are ongoing to evaluate a ZFP Therapeutic for peripheral artery disease. Other therapeutic development programs are focused on ALS, cancer and HIV/AIDS, neuropathic pain, nerve regeneration, Parkinson's disease and monogenic diseases. Sangamo's core competencies enable the engineering of a class of DNA-binding proteins known as zinc finger DNA-binding proteins (ZFPs). By engineering ZFPs that recognize a specific DNA sequence Sangamo has created ZFP transcription factors (ZFP TF(TM)) that can control gene expression and, consequently, cell function. Sangamo is also developing sequence-specific ZFP Nucleases (ZFN(TM)) for gene modification. Sangamo has established strategic partnerships with companies outside of the human therapeutic space including Dow AgroSciences, Sigma-Aldrich Corporation and several companies applying its ZFP Technology to enhance the production of protein pharmaceuticals. For more information about Sangamo, visit the company's web site at http://www.sangamo.com. This press release may contain forward-looking statements based on Sangamo's current expectations. These forward-looking statements include, without limitation, references to the research and development of novel ZFP TFs and ZFNs as ZFP Therapeutics, applications of Sangamo's ZFP TF technology platform to specific human disease as well as plant agriculture, high value research reagents and cell-line engineering, eligibility to receive development, milestone and royalty payments from Dow AgroSciences and Sigma-Aldrich Corporation, achievement of research milestones and objectives, strategic partnerships with collaborators, clinical trials of ZFP Therapeutics and anticipated amount of cash and cash equivalents. Actual results may differ materially from these forward-looking statements due to a number of factors, including technological challenges, uncertainties relating to the initiation, completion and outcome of stages of ZFP Therapeutic clinical trials, Sangamo's ability to develop commercially viable products and technological developments by our competitors. See the company's SEC filings, and in particular, the risk factors described in the company's Annual Report on Form 10-K and its most recent Quarterly Reports on Form 10-Q. Sangamo BioSciences, Inc. assumes no obligation to update the forward-looking information contained in this press release. SOURCE Sangamo BioSciences, Inc. http://www.sangamo.com Copyright (C) 2007 PR Newswire. All rights reserved News Provided by COMTEX Close window | Back to top

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SXCI
Sxc Health Soluti - $13.53
- -4.99%
- $13.99
This one can be darn Sexy. It is software for prescriptions..2 qtrs ago they had a big miss of 22%, but last qtr they were up 50%. Market Cap 295.70M, 5.50% qtr yoy, p/e 24.22 PEG 1.28. What makes this company sexy is that they are starting a VA program now and they may discuss it. Here is the Press Release on it...Lisle, Illinois, December 19, 2007, SXC Health Solutions Corp. (“SXC” or the “Company”) (NASDAQ: SXCI, TSX: SXC), a leading provider of pharmacy benefits management (“PBM”) services and healthcare IT solutions to the healthcare benefits management industry, announces that the Court of Federal Claims has upheld the decision made by the Department of Veterans Affairs, Health Administration Center (“VA HAC”) in Denver, Colorado, to award a multi-year PBM and pharmacy network services contract to the Company. As initially disclosed in a press release dated February 28, 2007, the agreement has a provision for a one-year base period term and options that, if all are exercised, would extend the contract to 60 months and generate approximately $6.9 million in administration fees over that term. “We are pleased with the Court’s opinion and will now focus on completing implementation and launching this program in the first half of 2008,” said Gordon S. Glenn, Chairman and CEO of SXC. “We look forward to supporting the VA HAC with management of their prescription drug programs and enhancing the overall healthcare experience for their beneficiaries.”
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01/12/2008 07:23 AM CST Asked by Trading Nymph
test
01/12/2008 07:10 AM CST Asked by Trading Nymph
OK I am going to have to brag on this one too. I got an A+ also with PPDI up 18.18% this week. The rest of the sexy picks did ok too..except ONXX had a little bit of a pull back. Not bad in this hard tape. But SONO which I didn't like did really good. Does anyone know why???
01/08/2008 06:02 AM CST Asked by Trading Nymph
Hi Guys..Here are the other companies that presented yesterday.