focused on the development of small molecule drugs for the treatment of infectious diseases. Morningstar analyst Karen Andersen expanded further on this commentary, noting that while she thinks that Gilead paid a steep premium to bring Pharmasset's
company into leading positions in the antifungal, HIV, and hepatitis C markets. Morningstar health-care analyst Karen Andersen expects Gilead's returns on invested capital to return to the mid-20% range by 2017 and believes that Gilead's
recently sat down with senior biotechnology analyst Karen Andersen to discuss Gilead Sciences GILD. A few weeks ago ..... terms of growth potential and patent protection? Karen Andersen , senior biotechnology analyst: Gilead started out
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-moat
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.
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.
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.
use of stem-cell treatment of spinal cord injuries in humans. As discussed by Morningstar biotechnology analyst Karen Andersen in the June issue of the Morningstar Healthcare Observer , Geron's spending in the area of stem-cell research
now poised for even stronger long-term growth. We will dig further into the details of this deal and publish updates for both Gilead and CV Therapeutics when more information becomes available. Karen Andersen contributed to this note.
assessing first-quarter results and recent positive developments, we're maintaining our fair value estimate. Karen Andersen ECI Telecom Partners with Motorola (Maintaining) ECI Telecom ECIL announced a new partnership with Motorola MOT