Karen Andersen
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Insights From the 'Best on the Street'… right now, and also to talk about some of their favorite picks for their radar screens in case there is a pullback. Karen Andersen : One of my favorite ideas right now is actually Gilead. It's a large-cap biotech name. We assign it a narrow …
favorite picks for their radar screens in case there is a pullback. Karen Andersen : One of my favorite ideas right now is actually Gilead. It's a large-cap biotech name. We assign it a narrow-moat rating, and -
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.
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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.
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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.
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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 -
Will 'Knockout' Mice Make a Knockout Stock?… OptionInvestor, and today it's my great pleasure to welcome Karen Andersen , who's a senior analyst in charge of biotechnology stocks. Karen, thanks for coming. Karen Andersen : Pleasure to be here. Kobayashi-Solomon : Now …
co-editor of Morningstar OptionInvestor, and today it's my great pleasure to welcome Karen Andersen , who's a senior analyst in charge of biotechnology stocks. Karen, thanks for coming. Karen Andersen : Pleasure to be here. Kobayashi-Solomon : Now, Karen, back in November I did something a little unusual. Ours is an options -
Generic Biologics Face Uphill Battle -- Part 2… biologics. What are your views on this subject? Karen Andersen : Based on what we have seen so far in Europe, I ..... Laegeler : Right. Andersen : For Morningstar this is Karen Andersen , thanks for watching.
between traditional generics and biologics. What are your views on this subject? Karen Andersen : Based on what we have seen so far in Europe, I think we have a little bit of an idea ofto go through. Laegeler : Right. Andersen : For Morningstar this is Karen Andersen , thanks for watching.