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 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 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[First Read: Biogen Idec Inc. "Updated Tysabri Label; No Major Changes"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|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=uez82311|native|public|20091106221603 Fri, 6 Nov 2009 <![CDATA[Global Generics "What's the Buzz in Global Generics?" 06-Nov-2009 Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|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
  • TEVA.O Teva Pharmaceuticals

  • SASY.PA Sanofi-Aventis

  • REDY.BO Dr. Reddy's Labs

  • FRX.N Forest Labs

  • MYL.O Mylan Inc.

  • WPI.N Watson

  • CEPH.O Cephalon

  • SNTS.O Santarus

  • ENDP.O Endo


Subjects
  • Industry Overview

  • Morning Note

]]> Marc Goodman TEVA.O SASY.PA REDY.BO FRX.N MYL.O WPI.N CEPH.O SNTS.O ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|native|public|20091106212306 Fri, 6 Nov 2009 <![CDATA[Resmed "1QFY10 - US growth underpins strong result; but best is yet to come"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11446|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
  • RMD.N Resmed


Subjects
  • Morning Note

]]> Dan Hurren RMD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11446|native|public|20091106183859 Fri, 6 Nov 2009 <![CDATA[Ortho "3Q09 WW performance improves; ASP key question" 06-Nov-2009 Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Medical Devices

  • Global Healthcare

  • Global Medical Products

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products


Companies
  • SYK.N Stryker

  • ZMH.N Zimmer


Subjects
  • Industry Overview

  • Morning Note

]]> Bruce Nudell, PhD SYK.N ZMH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public|20091106173522 Fri, 6 Nov 2009 <![CDATA[Dong-E E-Jiao "Upgrade on improving fundamentals" (Buy) Zou (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02116|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
  • 000423.SZ Dong-E E-Jiao


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Amy Zou 000423.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02116|native|public|20091106145430 Fri, 6 Nov 2009 <![CDATA[First Read: LifePoint Hospitals "Rev / Cost Controls Drive Q3 Upside" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|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
  • LPNT.O LifePoint Hospitals


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Justin Lake, CFA LPNT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public|20091106140557 Fri, 6 Nov 2009 <![CDATA[Dong-E E-Jiao "Upgrade on improving fundamentals" (Buy) Zou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51579|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
  • 000423.SZ Dong-E E-Jiao


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Amy Zou 000423.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51579|native|public|20091106115443 Fri, 6 Nov 2009 <![CDATA[European Biotechnology "Weekly Valuation & The Week Ahead" 06-Nov-2009 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Biotechnology

  • Global Biotechnology

  • European Healthcare

  • Global Healthcare


Companies
  • GALN.S Galenica

  • SN.L Smith & Nephew

  • NOBN.VX Nobel Biocare

  • SOON.VX Sonova

  • TECN.S Tecan Group

  • GDRB.BU Gedeon Richter

  • GETIb.ST Getinge AB

  • SHP.L Shire Pharmaceutical

  • QGEN.F Qiagen

  • STMN.S Straumann

  • SYST.VX Synthes Inc

  • WDH.CO William Demant

  • LONN.VX Lonza Group

  • CRCL.AS Crucell

  • GEN.CO Genmab

  • ATLN.VX Actelion

  • BIOX.PA Biomerieux

  • ELN.I Elan Corp.

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • ICEL.VI Intercell

  • DIAS.MI Diasorin

  • PRON.OL Pronova Biopharma

  • ROVI.MC Laboratorios Rovi


Subjects
  • Industry Overview

  • Morning Note

]]> Martin Wales, PhD GALN.S SN.L NOBN.VX SOON.VX TECN.S GDRB.BU GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO LONN.VX CRCL.AS GEN.CO ATLN.VX BIOX.PA ELN.I FMEG.DE BSLN.S ICEL.VI DIAS.MI PRON.OL ROVI.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public|20091106110202 Fri, 6 Nov 2009 <![CDATA[First Read: Smith & Nephew "Feedback from Q309 results call" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • British Advanced Medical Devices

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • European Healthcare

  • European Medical Products

  • British Healthcare

  • British Medical Products

  • 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
  • SN.L Smith & Nephew


Subjects
  • Company Update

  • Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 <![CDATA[European Medtech "Weekly Valuation & The Week Ahead" 06-Nov-2009 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public Regions
  • Europe Including UK

  • Global

  • Americas


Sectors
  • Global Healthcare

  • Global Medical Products

  • Americas Healthcare

  • Americas Medical Products


Companies
  • GALN.S Galenica

  • FREG_p.DE Fresenius

  • CLSGn.F Celesio AG

  • GN.CO GN Great Nordic

  • SN.L Smith & Nephew

  • NOBN.VX Nobel Biocare

  • SOON.VX Sonova

  • TECN.S Tecan Group

  • GETIb.ST Getinge AB

  • SHP.L Shire Pharmaceutical

  • QGEN.F Qiagen

  • STMN.S Straumann

  • SYST.VX Synthes Inc

  • WDH.CO William Demant

  • BIOX.PA Biomerieux

  • ELN.I Elan Corp.

  • FMEG.DE Fresenius Medical

  • DIAS.MI Diasorin


Subjects
  • Industry Overview

  • Morning Note

]]> Maja S. Pataki GALN.S FREG_p.DE CLSGn.F GN.CO SN.L NOBN.VX SOON.VX TECN.S GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO BIOX.PA ELN.I FMEG.DE DIAS.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public|20091106100125 Fri, 6 Nov 2009 <![CDATA[Novartis "Upgrading PT on upcoming Tasigna data" (Buy) Wenner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69273|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Pharmaceuticals

  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • Global Pharmaceuticals

  • Swiss Healthcare

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare


Companies
  • ROG.VX Roche

  • NESN.VX NestlĂ©

  • NOVN.VX Novartis

  • AZN.L AstraZeneca

  • GSK.L GlaxoSmithKline

  • BMY.N Bristol-Myers

  • ACL.N Alcon


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Fabian Wenner, PhD ROG.VX NESN.VX NOVN.VX AZN.L GSK.L BMY.N ACL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69273|native|public|20091106092845 Fri, 6 Nov 2009 <![CDATA[European Bio & MedTech "Changes to Alpha Preferences" 06-Nov-2009 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69257|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Biotechnology

  • Global Biotechnology

  • European Healthcare

  • Global Healthcare


Companies
  • GALN.S Galenica

  • NOBN.VX Nobel Biocare

  • SOON.VX Sonova

  • SHP.L Shire Pharmaceutical

  • QGEN.F Qiagen

  • STMN.S Straumann

  • SYST.VX Synthes Inc

  • WDH.CO William Demant

  • GEN.CO Genmab

  • ATLN.VX Actelion

  • ELN.I Elan Corp.

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • SCHE.L Southern Cross


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Martin Wales, PhD GALN.S NOBN.VX SOON.VX SHP.L QGEN.F STMN.S SYST.VX WDH.CO GEN.CO ATLN.VX ELN.I FMEG.DE BSLN.S SCHE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69257|native|public|20091106071518 Fri, 6 Nov 2009 <![CDATA[Smith & Nephew "In line sales, good margins. Q309 results" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69287|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • British Advanced Medical Devices

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • European Healthcare

  • European Medical Products

  • British Healthcare

  • British Medical Products

  • 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
  • SN.L Smith & Nephew


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69287|native|public|20091106071110 Fri, 6 Nov 2009 <![CDATA[Abiomed "Annual Forecast Maintained" (Sell) Schneider]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82263|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=uez82263|native|public|20091106051919 Fri, 6 Nov 2009 <![CDATA[Cigna "2010 Guidance Generally Conservative" (Buy) Lake]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82261|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
  • CI.N Cigna


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Justin Lake, CFA CI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82261|native|public|20091106051050 Fri, 6 Nov 2009 <![CDATA[King "Solid Transition Quarter; Now We Watch Embeda" (Buy) Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82257|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
  • KG.N King


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Marc Goodman KG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82257|native|public|20091106033538 Fri, 6 Nov 2009 <![CDATA[Biovail "At this Multiple It's Easy to Keep the Faith" (Buy) Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82252|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • Canadian Pharmaceuticals

  • Americas Healthcare

  • Canadian Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • BVF.N Biovail


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Marc Goodman BVF.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82252|native|public|20091106031703 Fri, 6 Nov 2009 <![CDATA[Millipore "Solid Third Quarter 2009 Results " (Buy) de Bruin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82229|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Industrial Equipment

  • Global Biotechnology

  • Global Healthcare

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Advanced Industrial Equipment

  • US Advanced Industrial Equipment

  • Americas Biotechnology

  • Americas Healthcare

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Advanced Industrial Equipment


Companies
  • MIL.N Millipore


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Derik de Bruin, Ph.D. MIL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82229|native|public|20091106004747 Fri, 6 Nov 2009 <![CDATA[Intermune "3Q09: Pirfenidone & INFORM-2 Next" (Neutral) Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82227|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
  • ITMN.O Intermune


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda ITMN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82227|native|public|20091106003349 Fri, 6 Nov 2009