Topics covered: Renewed Focus on Biotech and Pharmaceutical Acquisitions, Biotech IPOs in 2011 and Impact On Valuation, Biotech in the Midst of a New-Product Cycle
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), ValueClick Inc., Omnicom Group Inc. (NYSE:OMC), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), Walmart Inc. (NYSE:WMT), VeriSign, Inc. (NASDAQ:VRSN), Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Theravance, Inc. (NASDAQ:THRX), Sanofi (NYSE:SNY), Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Global Sources Ltd. (NASDAQ:GSOL), Depomed, Inc. (NASDAQ:DEPO), Optimer Pharmaceuticals, Inc., OncoGenex Pharmaceuticals Inc. (NASDAQ:OGXI)