The Life Sciences Report

WATCHLIST 2013

With three quarters in the books, are the biotech companies that made The Life Sciences Report Watchlist 2013 meeting expectations? The Watchlist was built on the opinions of experts with experience in the space. The company stats as of Oct. 21, along with those of leading biotech indices, are tabulated below.


Analyst Company Market Cap
M = Million
B = Billion
Year to Date
(as of 4/22/13)
Raghuram “Ram” Selvaraju
Managing Director and Head of Healthcare Equity Research
Aegis Capital
Ariad Pharmaceuticals Inc. (ARIA:NASDAQ)

Amarin Corporation plc (AMRN:NASDAQ)

Medivation Inc. (MDVN:NASDAQ)

Trius Therapeutics Inc. (TSRX:NASDAQ)
$563M


$397M


$3.98B

Acquired for $658M
-85%


-72%


-3%

+185% at acquisition
John McCamant
Editor
Medical Technology Stock Letter
Sangamo BioSciences Inc. (SGMO:NASDAQ)

Pharmacyclics Inc. (PCYC:NASDAQ)
$575M


$9.5B
+74%


+107%
Mike King
Senior Analyst & Managing Director
JMP Securities
Navidea Biopharmaceuticals Inc. (NAVB:NYSE)

Celsion Corp. (CLSN:NASDAQ)

Onyx Pharmaceuticals Inc. (ONXX:NASDAQ)

Sarepta Therapeutics Inc. (SRPT:NASDAQ)
$259M


$73M

Acquired for $9.7B

$1.4B
-25%


-85%

+61% at acquisition


+58%
Lisa Bayko
Senior Analyst
JMP Securities
Hyperion Therapeutics Inc. (HPTX:NASDAQ) $463M +103%
George Zavoico
Senior Biotechnology Analyst
MLV & Co.
Prana Biotechnology Ltd. (PRAN:NASDAQ)

Peregrine Pharmaceuticals (PPHM:NASDAQ)
$152M


$217M
+69%


+4%
Mara Goldstein
Senior Biotechnology Analyst
Cantor Fitzgerald
Celldex Therapeutics Inc. (CLDX:NASDAQ)

Galena Biopharma Inc. (GALE:NASDAQ)

Celgene Corp. (CELG:NASDAQ)

NewLink Genetics Corp. (NLNK:NASDAQ)
$2.9B


$186M


$66B

$442M
+235%


+39%


+96%

+45%
Indices
NYSEArca Biotechnology (BTK) +32% year to date
NASDAQ Biotechnology (NBI) +44% year to date
George S. Mack, The Life Sciences Report