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 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 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[U.S. Pharmaceuticals "LLY to Buy Imclone for $6.5 Billion" 06-Oct-2008 Patel]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65287|native|public Regions
  • Global


Sectors
  • Global Pharmaceuticals

  • Global Healthcare


Companies
  • WYE.N Wyeth

  • BMY.N Bristol-Myers

  • LLY.N Lilly

  • MRK.N Merck & Co.

  • PFE.N Pfizer

  • SGP.N Schering-Plough

  • IMCL.O Imclone Systems


Subjects
  • Industry Overview

  • Morning Note

]]> Roopesh Patel WYE.N BMY.N LLY.N MRK.N PFE.N SGP.N IMCL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65287|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: OSI Pharmaceuticals "BETA-Lung Misses Primary Endpoint" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|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
  • OSIP.O OSI Pharmaceuticals


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda OSIP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global Daily Dose 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50818|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Americas


Sectors
  • Global Healthcare Providers

  • Global Retailers, Drug-Based

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Consumer, Cyclical

  • Global Healthcare

  • Global Retail

  • Americas Healthcare Providers

  • Americas Retailers, Drug-Based

  • Americas Consumer, Cyclical

  • Americas Healthcare

  • Americas Retail


Subjects
  • Industry Overview

  • Morning Note

]]> Kanchan Diwan http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50818|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor II "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • NOBN.VX Nobel Biocare

  • SOON.S Sonova

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Martin Wales, PhD UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX SOON.S TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor I "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • NOBN.VX Nobel Biocare

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Gbola Amusa, MD, CFA UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Healthcare Providers "Aligning our Estimates to Macroeconomic Headwinds"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65272|native|public Regions
  • Global

  • Americas


Sectors
  • Global Healthcare Providers

  • Global Retailers, Drug-Based

  • Global Consumer, Cyclical

  • Global Healthcare

  • Global Retail

  • Americas Healthcare Providers

  • Americas Retailers, Drug-Based

  • Americas Consumer, Cyclical

  • Americas Healthcare

  • Americas Retail


Companies
  • TEVA.O Teva Pharmaceutical

  • MCK.N McKesson

  • MYL.N Mylan Laboratories

  • WPI.N Watson

  • BRL.N Barr Pharmaceuticals

  • ABC.N AmerisourceBergen

  • CAH.N Cardinal Health

  • CVS.N CVS Caremark Corp.

  • ESRX.O Express Scripts

  • CVD.N Covance Inc.

  • DGX.N Quest Diagnostics

  • LH.N Laboratory Corp.

  • CRL.N Charles River

  • MHS.N MedcoHealth


Subjects
  • Industry Overview

  • Morning Note

]]> Ricky Goldwasser TEVA.O MCK.N MYL.N WPI.N BRL.N ABC.N CAH.N CVS.N ESRX.O CVD.N DGX.N LH.N CRL.N MHS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65272|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Mylan Laboratories "Reducing PT to $14 " (Buy) Goldwasser]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65261|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • MYL.N Mylan Laboratories


Subjects
  • Company Update

  • Morning Note

]]> Ricky Goldwasser MYL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65261|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Solvay "Investor Day Summary. Q3 to prove solid." (Neutral) Wenner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public Regions
  • Belgium

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Belgian Chemicals, Commodity

  • European Chemicals, Commodity

  • European Ex. UK Chemicals, Commodity

  • Global Chemicals, Commodity

  • Belgian Basic Materials

  • Belgian Chemicals

  • Belgian Healthcare

  • European Basic Materials

  • European Chemicals

  • European Healthcare

  • European Ex. UK Basic Materials

  • European Ex. UK Chemicals

  • European Ex. UK Healthcare

  • Global Basic Materials

  • Global Chemicals

  • Global Healthcare


Companies
  • SOLB.BR Solvay


Subjects
  • Company Update

  • Morning Note

]]> Fabian Wenner, PhD SOLB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Zimmer "No Evidence for Economic Impact on Major Joint Replacements" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65237|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Medical Devices

  • Global Healthcare

  • Global Medical Products

  • US Advanced Medical Devices

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Advanced Medical Devices

  • North American Medical Products


Companies
  • ZMH.N Zimmer


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD ZMH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65237|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[European Pharmaceuticals "Low refinancing risk; strong free cashflow"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50692|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • France

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • Swiss Pharmaceuticals

  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • French Pharmaceuticals

  • British Pharmaceuticals

  • Global Pharmaceuticals

  • Swiss Healthcare

  • European Healthcare

  • European Ex. UK Healthcare

  • French Healthcare

  • British Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • BAYG.F Bayer

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline


Subjects
  • Industry Overview

  • Morning Note

]]> Gbola Amusa, MD, CFA UCB.BR BAYG.F MRCG.DE NOVN.VX AZN.L SASY.PA GSK.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50692|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Aetna "Answering the MLR Sustainability Question" (Buy) Lake]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65182|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
  • AET.N Aetna

  • CI.N Cigna

  • HUM.N Humana

  • UNH.N UnitedHealth Group

  • CVH.N Coventry Health Care

  • HNT.N Health Net

  • WLP.N WellPoint, Inc.


Subjects
  • Company Update

  • Morning Note

]]> Justin Lake, CFA AET.N CI.N HUM.N UNH.N CVH.N HNT.N WLP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65182|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Grifols "Conversation with the company" (Neutral) Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50723|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Spanish Healthcare Providers

  • European Healthcare Providers

  • European Ex. UK Healthcare Providers

  • Global Healthcare Providers

  • Spanish Healthcare

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare


Companies
  • GRLS.MC Grifols


Subjects
  • Company Update

  • Morning Note

]]> Bosco Ojeda GRLS.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50723|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Global Daily Dose 03-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50717|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • France

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • Swiss Pharmaceuticals

  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • French Pharmaceuticals

  • British Pharmaceuticals

  • Global Pharmaceuticals

  • Swiss Healthcare

  • European Healthcare

  • European Ex. UK Healthcare

  • French Healthcare

  • British Healthcare

  • Global Healthcare


Subjects
  • Industry Overview

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50717|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor - Pt II "Breaking News" 03-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50716|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • NOBN.VX Nobel Biocare

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • QGEN.F Qiagen

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Gbola Amusa, MD, CFA UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX TECN.S MRCG.DE NOVN.VX SHP.L QGEN.F AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50716|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Mentor "Flat for Now; Initiate With Neutral" (Neutral) Samimy]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65176|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Subjects
  • Company Update

  • Initiating Coverage

  • Morning Note

]]> Annabel Samimy http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65176|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Euro Healthcare Morning Monitor "Breaking News" 03-Oct-2008 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50715|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • SN.L Smith & Nephew

  • NOBN.VX Nobel Biocare

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • QGEN.F Qiagen

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Martin Wales, PhD UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO SN.L NOBN.VX TECN.S MRCG.DE NOVN.VX SHP.L QGEN.F AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50715|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Abiomed "CFO Resigns, No Cause For Concern" (Buy) Schneider]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65184|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Medical Devices

  • Global Healthcare

  • Global Medical Products

  • US Advanced Medical Devices

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Advanced Medical Devices

  • North American Medical Products


Companies
  • ABMD.O Abiomed


Subjects
  • Company Update

  • Morning Note

]]> Erik Schneider, CFA ABMD.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65184|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[Abbott Laboratories "Xience/Promus provide upside" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65181|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
  • ABT.N Abbott Laboratories


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD ABT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65181|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[Helicos Biosciences "Cutting Estimates, Target: Cash Concerns" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65180|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
  • HLCS.O Helicos Biosciences


Subjects
  • Company Update

  • Morning Note

]]> Derik de Bruin, Ph.D. HLCS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65180|native|public|20081002000000 Thu, 2 Oct 2008