UBS Research: Healthcare http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=HCR&MarketCode=GL&MarketCap=X UBS Research: Healthcare en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Qiagen "MDx Strategy Key To Growth" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72985|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Advanced Medical Devices

  • European Advanced Medical Devices

  • European Ex. UK Biotechnology

  • European Ex. UK Advanced Medical Devices

  • Global Biotechnology

  • Global Advanced Medical Devices

  • German Healthcare

  • German Medical Products

  • European Healthcare

  • European Medical Products

  • European Ex. UK Healthcare

  • European Ex. UK Medical Products

  • Global Healthcare

  • Global Medical Products


Companies
  • QGEN.F Qiagen


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD QGEN.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72985|native|public|20100210040129 Wed, 10 Feb 2010 <![CDATA[Gedeon Richter "Good numbers, cautious outlook" (Buy) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72980|native|public Regions
  • Europe Ex. UK

  • Global

  • Hungary

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • European Ex. UK Pharmaceuticals

  • Global Pharmaceuticals

  • Hungarian Pharmaceuticals

  • EMEA Emerging Pharmaceuticals

  • EMEA Emerging Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare

  • Hungarian Healthcare

  • Global Emerging Pharmaceuticals

  • Global Emerging Healthcare

  • CE Europe Pharmaceuticals

  • CE Europe Healthcare


Companies
  • GDRB.BU Gedeon Richter


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD GDRB.BU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72980|native|public|20100210040025 Wed, 10 Feb 2010 <![CDATA[Crucell "Good FY09 results. More cautious in 2010." (Neutral) van Renterghem]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72979|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Netherlands

  • UBSW EMEA


Sectors
  • Netherlands Biotechnology

  • European Biotechnology

  • European Ex. UK Biotechnology

  • Global Biotechnology

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare

  • Netherlands Healthcare


Companies
  • CRCL.AS Crucell


Subjects
  • Change in Recommendation

  • Company Update

  • Operating Results

  • Morning Note

]]> Guillaume van Renterghem CRCL.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72979|native|public|20100210040019 Wed, 10 Feb 2010 <![CDATA[CareFusion "Revenue at Top End; $0.01 EPS Beat" (Buy) Schneider]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86120|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Medical Supplies

  • Global Healthcare

  • Global Medical Products

  • Americas Medical Supplies

  • US Medical Supplies

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Medical Supplies

  • North American Medical Products


Companies
  • CFN.N CareFusion


Subjects
  • Company Update

  • Morning Note

]]> Erik Schneider, CFA CFN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86120|native|public|20100210022621 Wed, 10 Feb 2010 <![CDATA[Seattle Genetics "4Q09 Results and Upcoming Catalysts" (Neutral) Elliott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86115|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • SGEN.O Seattle Genetics


Subjects
  • Company Update

  • Morning Note

]]> Jeff Elliott, Ph.D. SGEN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86115|native|public|20100210011442 Wed, 10 Feb 2010 <![CDATA[Australian Domestic Healthcare "Domestic Shopping List; consolidation ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12059|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australasia


Sectors
  • Global Healthcare

  • Australasian Healthcare


Companies
  • HSP.AX Healthscope

  • SHL.AX Sonic Healthcare

  • RHC.AX Ramsay Health Care

  • PRY.AX Primary Health Care


Subjects
  • Industry Overview

  • Morning Note

]]> Andrew Goodsall HSP.AX SHL.AX RHC.AX PRY.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12059|native|public|20100210002929 Wed, 10 Feb 2010 <![CDATA[HealthSpring "Solid 2010 Outlook Despite MA Rate Pressures" (Neutral) Lake]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86109|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Healthcare Providers

  • Global Healthcare

  • Americas Healthcare Providers

  • US Healthcare Providers

  • Americas Healthcare

  • US Healthcare

  • North American Healthcare

  • North American Healthcare Providers


Companies
  • HS.N HealthSpring


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Justin Lake, CFA HS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86109|native|public|20100210000357 Wed, 10 Feb 2010 <![CDATA[Charles River "Q4 Review: PCS Set To Rebound?" (Neutral) de Bruin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86105|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • CRL.N Charles River


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Derik de Bruin, Ph.D. CRL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86105|native|public|20100209233331 Tue, 9 Feb 2010 <![CDATA[Boston Scientific "Earnings Preview" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86103|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Medical Supplies

  • Global Healthcare

  • Global Medical Products

  • Americas Medical Supplies

  • US Medical Supplies

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Medical Supplies

  • North American Medical Products


Companies
  • BSX.N Boston Scientific


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD BSX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86103|native|public|20100209230135 Tue, 9 Feb 2010 <![CDATA[Latam Healthcare "Meeting with Brazil's Health Agency (ANS)" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04706|native|public Regions
  • Global

  • Emerging Markets

  • Americas

  • Brazil

  • Latin America

  • Latin America Emerging


Sectors
  • Global Pharmaceuticals

  • Global Retailers, Drug-Based

  • Global Consumer, Cyclical

  • Global Healthcare

  • Global Retail

  • Global Emerging Consumer, Cyclical

  • Global Emerging Pharmaceuticals

  • Global Emerging Healthcare

  • Global Emerging Retailers, Drug-Based

  • Global Emerging Retail

  • Brazilian Pharmaceuticals

  • Latin American Pharmaceuticals

  • Brazilian Retailers, Drug-Based

  • Latin American Retailers, Drug-Based

  • Brazilian Consumer, Cyclical

  • Brazilian Healthcare

  • Brazilian Retail

  • Latin American Consumer, Cyclical

  • Latin American Healthcare

  • Latin American Retail

  • Latin America Emerging Consumer, Cyclical

  • Latin America Emerging Pharmaceuticals

  • Latin America Emerging Healthcare

  • Latin America Emerging Retailers, Drug-Based

  • Latin America Emerging Retail


Companies
  • ODPV3.SA Odontoprev

  • AMIL3.SA Amil


Subjects
  • Industry Overview

  • Morning Note

]]> Gustavo Piras Oliveira, CFA ODPV3.SA AMIL3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04706|native|public|20100209223747 Tue, 9 Feb 2010 <![CDATA[Hengrui Medicine "Innovation supports high valuation [ERRATUM]" (Neutral) Zou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53878|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Asian Pharmaceuticals

  • Chinese Pharmaceuticals

  • Asian Healthcare

  • Chinese Healthcare

  • Asian Pacific Pharmaceuticals

  • Asian Pacific Healthcare

  • Asian Pacific Ex. JP Pharmaceuticals

  • Asian Pacific Ex. JP Healthcare


Companies
  • 600276.SS Hengrui Medicine


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Amy Zou 600276.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53878|native|public|20100209184538 Tue, 9 Feb 2010 <![CDATA[Biogen Idec Inc. "4Q09: Slight Beat w/ Encouraging Guidance" (Neutral) Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86096|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • BIIB.O Biogen Idec Inc.


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86096|native|public|20100209180736 Tue, 9 Feb 2010 <![CDATA[Boston Scientific "Boston Legal: cataloging the litigation" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86086|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Medical Supplies

  • Global Healthcare

  • Global Medical Products

  • Americas Medical Supplies

  • US Medical Supplies

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Medical Supplies

  • North American Medical Products


Companies
  • BSX.N Boston Scientific


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD BSX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86086|native|public|20100209160012 Tue, 9 Feb 2010 <![CDATA[First Read: Biogen Idec Inc. "Initial Read: 4Q09 EPS Beat; Revs In-Line"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86060|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • BIIB.O Biogen Idec Inc.


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86060|native|public|20100209131606 Tue, 9 Feb 2010 <![CDATA[First Read: Gedeon Richter "Good numbers, cautious outlook" (Buy) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72969|native|public Regions
  • Europe Ex. UK

  • Global

  • Hungary

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • European Ex. UK Pharmaceuticals

  • Global Pharmaceuticals

  • Hungarian Pharmaceuticals

  • EMEA Emerging Pharmaceuticals

  • EMEA Emerging Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare

  • Hungarian Healthcare

  • Global Emerging Pharmaceuticals

  • Global Emerging Healthcare

  • CE Europe Pharmaceuticals

  • CE Europe Healthcare


Companies
  • GDRB.BU Gedeon Richter


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD GDRB.BU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72969|native|public|20100209122006 Tue, 9 Feb 2010 <![CDATA[Hengrui Medicine "Innovation supports high valuation" (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02543|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Asian Pharmaceuticals

  • Chinese Pharmaceuticals

  • Asian Healthcare

  • Chinese Healthcare

  • Asian Pacific Pharmaceuticals

  • Asian Pacific Healthcare

  • Asian Pacific Ex. JP Pharmaceuticals

  • Asian Pacific Ex. JP Healthcare


Companies
  • 600276.SS Hengrui Medicine


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Amy Zou 600276.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02543|native|public|20100209092210 Tue, 9 Feb 2010 <![CDATA[First Read: Southern Cross "Steady start to the year" (Buy) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Healthcare Providers

  • British Healthcare Providers

  • Global Healthcare Providers

  • European Healthcare

  • British Healthcare

  • Global Healthcare


Companies
  • SCHE.L Southern Cross


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Isabel Green SCHE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public|20100209072006 Tue, 9 Feb 2010 <![CDATA[Cochlear "1HFY10 result: 'transition result' we had to have; FY NPAT grows ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12057|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Advanced Medical Devices

  • Global Healthcare

  • Global Medical Products

  • Asian Pacific Healthcare

  • Asian Pacific Advanced Medical Devices

  • Asian Pacific Medical Products

  • Asian Pacific Ex. JP Healthcare

  • Asian Pacific Ex. JP Advanced Medical Devices

  • Asian Pacific Ex. JP Medical Products

  • Australian Advanced Medical Devices

  • Australian Healthcare

  • Australian Medical Products

  • Australasian Healthcare

  • Australasian Advanced Medical Devices

  • Australasian Medical Products


Companies
  • COH.AX Cochlear


Subjects
  • Morning Note

]]> Andrew Goodsall COH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12057|native|public|20100209071100 Tue, 9 Feb 2010 <![CDATA[First Read: AstraZeneca "Crestor receives a broad label on JUPITER" (Buy) Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • British Pharmaceuticals

  • Global Pharmaceuticals

  • European Healthcare

  • European Ex. UK Healthcare

  • British Healthcare

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • AZN.L AstraZeneca

  • GSK.L GlaxoSmithKline


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Gbola Amusa, MD, CFA AZN.L GSK.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public|20100209062148 Tue, 9 Feb 2010