Karen Andersen
-
Top Biotech Acquisition CandidatesKaren Andersen : I'm Karen Andersen , senior biotech analyst at Morningstar. With me today to discuss ..... for joining me, Lauren. Lauren Migliore : Good to be here, Karen . Andersen : So, just to recap 2011, it was a relatively light year for …
Karen Andersen : I'm Karen Andersen , senior biotech analyst at Morningstar. With me today to discuss the M&A environment is biotech analyst Lauren Migliore. Thanks for joining me, Lauren. Lauren Migliore : Good to be here, Karen . Andersen : So, just to recap 2011, it was a relatively light year for biotech M&A. Migliore : It was. Andersen : Weby an acquirer. Andersen : OK, great. Thanks, Lauren. Migliore : Thanks, Karen . Andersen : So for our full biotech takeout list for 2012, as well as our M&A outlook for other industries within health care, -
Our Top Five Biotech Acquisition CandidatesKaren Andersen : I am Karen Andersen , senior biotechnology analyst at Morningstar. With me today ..... for joining us, Lauren. Lauren Migliore : Great to be here, Karen . Andersen : So maybe just to set some context in going into 2011, a couple …
Karen Andersen : I am Karen Andersen , senior biotechnology analyst at Morningstar. With me today to discuss the biotech M&A takeout environment is Lauren Migliore, also a biotech analyst here at Morningstar. Thanks for joining us, Lauren. Lauren Migliore : Great to be here, Karen . Andersen : So maybe just to set some context in going into 2011, a couple of things we saw, couple of key themes -
J&J to Swallow Vaccine Maker Crucell
… short term. More important, over the long term, we believe Crucell's vaccine platform and novel biologics manufacturing platform open the door to major new markets for Johnson & Johnson. Karen Andersen , CFA, contributed to this note.
-
Sanofi Reveals Bid for Genzyme
… AMGN, to emerge in the coming weeks. Given the timing of other acquisitions--such as Eli Lilly's LLY acquisition of ImClone--we think a deal could get done in September or October. Karen Andersen , CFA, contributed to this note.
-
Lilly Halts Alzheimer's Drug
… solanezumab. However, we only project a 40% chance of approval for solanezumab, based on the scientific community's lack of understanding of the mechanism of Alzheimer's disease. Karen Andersen , CFA, contributed to this note.
-
Lexicon an Attractive Takeover Candidate… and today it's my great pleasure to welcome back Karen Andersen , who is Senior Biotech Analyst here at Morningstar ..... Healthcare Observer. Karen, thanks for coming. Karen Andersen : Good to be here. Kobayashi-Solomon : And I just …
of Morningstar's OptionInvestor, and today it's my great pleasure to welcome back Karen Andersen , who is Senior Biotech Analyst here at Morningstar and also Co-Editor of Morningstar's Healthcare Observer. Karen, thanks for coming. Karen Andersen : Good to be here. Kobayashi-Solomon : And I just wanted to bring in a follow-up on a company that we did -
No Shortage of Suitors for Genzyme… and today it's my great pleasure to welcome back Karen Andersen who is senior biotech analyst here at Morningstar ..... Healthcare Observer . Karen, thanks for coming. Karen Andersen : My pleasure. Kobayashi-Solomon : So we did an …
Morningstar OptionInvestor , and today it's my great pleasure to welcome back Karen Andersen who is senior biotech analyst here at Morningstar and also co-editor of Morningstar's Healthcare Observer . Karen, thanks for coming. Karen Andersen : My pleasure. Kobayashi-Solomon : So we did an option strategy on a company that you covered, Genzyme, just a short time -
20 Great Businesses, 20 Cheap Stocks
… continue to be significantly undervalued in our view , and it remains in the Wide Moat Focus index . Senior analyst Karen Andersen met with Genzyme's management last week in Boston , and her insights from this visit are available for institutional …
-
A Bullish Bet on a Biotech
… record slightly negative revenues in 2009 , which has in turn caused the stock price to languish . Morningstar analyst Karen Andersen believes that the company is on the verge of putting its production problems behind it and that it will return to …
-
10 High Conviction Buys from Our Ultimate Stock-Pickers
… a new money purchase in the name, while Amana Trust Growth AMAGX was adding to an existing position. Our analyst Karen Andersen believes Genzyme's in-house innovation and smart acquisitions have enhanced its ability to succeed globally …