Topics covered: Internet Advertising Trend To Personalization, E-Commerce Valuations and the Impact of Social Networking, Chinese Internet Company Valuation Growth and Fundamentals
Companies covered: International Absorbents Inc., Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Perfect World Co., Ltd. (NASDAQ:PWRD), Alphabet Inc (NASDAQ:GOOG), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), United Therapeutics Corporation (NASDAQ:UTHR), Sanofi (NYSE:SNY), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), Human Genome Sciences Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Dendreon Corp., Bristol-Myers Squibb Company (NYSE:BMY), Apple Inc. (NASDAQ:AAPL), Akamai Technologies, Inc. (NASDAQ:AKAM), Yahoo! Inc. (NASDAQ:YHOO), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), GSI Commerce Inc., Dolby Laboratories (NYSE:DLB), Teva Pharmaceutical Industries Limited (NYSE:TEVA), SIGA Technologies Inc. (NASDAQ:SIGA), Seattle Genetics, Inc. (NASDAQ:SGEN), PDL BioPharma, Inc. (NASDAQ:PDLI), Pharmacyclics, Inc. (NASDAQ:PCYC), Cubist Pharmaceuticals Inc., AstraZeneca PLC (NASDAQ:AZN), Pacific Ethanol, Inc. (NASDAQ:PEIX), Telik Inc., Commtouch Software Ltd., Sify Technologies Limited (NASDAQ:SIFY), HSW International, Inc.
