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 Sat, 21 Nov 2009 Sun, 22 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[Sinopharm "Well positioned to leverage industry consolidation [EXTRACT]"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51931|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
  • 1099.HK Sinopharm


Subjects
  • Company Update

  • Initiating Coverage

  • Morning Note

]]> Amy Zou 1099.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51931|native|public|20091121004606 Sat, 21 Nov 2009 <![CDATA[US Biotechnology "UBS Biotech Weekly Check-Up: 11/20/09" 20-Nov-2009 Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|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
  • GENZ.O Genzyme

  • ITMN.O Intermune

  • MDCO.O Medicines


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Maged Shenouda GENZ.O ITMN.O MDCO.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|native|public|20091120230655 Fri, 20 Nov 2009 <![CDATA[Shandong Weigao "Downgrade on valuation" (Sell) Zou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51938|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Medical Supplies

  • Global Healthcare

  • Global Medical Products

  • Asian Medical Supplies

  • Chinese Medical Supplies

  • Asian Healthcare

  • Asian Medical Products

  • Chinese Healthcare

  • Chinese Medical Products

  • Asian Pacific Healthcare

  • Asian Pacific Medical Supplies

  • Asian Pacific Medical Products

  • Asian Pacific Ex. JP Healthcare

  • Asian Pacific Ex. JP Medical Supplies

  • Asian Pacific Ex. JP Medical Products


Companies
  • 8199.HK Shandong Weigao


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Amy Zou 8199.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51938|native|public|20091120143813 Fri, 20 Nov 2009 <![CDATA[European Biotechnology "Weekly Valuation & The Week Ahead" 20-Nov-2009 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70046|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=uer70046|native|public|20091120091107 Fri, 20 Nov 2009 <![CDATA[European Medtech "Weekly Valuation & The Week Ahead" 20-Nov-2009 Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70037|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=uer70037|native|public|20091120080051 Fri, 20 Nov 2009 <![CDATA[Cochlear "Advanced Bionics fresh recall" (Buy) Goodsall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11557|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=uet11557|native|public|20091120010114 Fri, 20 Nov 2009 <![CDATA[Sinopharm "Well positioned to leverage industry consolidation" (Neutral) Zou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51930|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
  • 1099.HK Sinopharm


Subjects
  • Company Update

  • Initiating Coverage

]]> Amy Zou 1099.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51930|native|public|20091120001300 Fri, 20 Nov 2009 <![CDATA[Cephalon "Lupuzor Still Looks Promising " (Buy) Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82839|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
  • CEPH.O Cephalon


Subjects
  • Company Update

  • Morning Note

]]> Marc Goodman CEPH.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82839|native|public|20091119233334 Thu, 19 Nov 2009 <![CDATA[F&P Healthcare "1H result - FX impacting, but growth strong" (Buy) Bloom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11550|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • 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

  • New Zealand Advanced Medical Devices

  • New Zealand Healthcare

  • New Zealand Medical Products

  • Australasian Healthcare

  • Australasian Advanced Medical Devices

  • Australasian Medical Products


Companies
  • FPH.NZ F&P Healthcare

  • RMD.N Resmed


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason Bloom FPH.NZ RMD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11550|native|public|20091119195210 Thu, 19 Nov 2009 <![CDATA[Johnson & Johnson "EINSTEIN-Extension positive for Xarelto" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82832|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
  • JNJ.N Johnson & Johnson


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Bruce Nudell, PhD JNJ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82832|native|public|20091119171950 Thu, 19 Nov 2009 <![CDATA[Medtronic "F2Q Earnings Preview" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82836|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
  • MDT.N Medtronic


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD MDT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82836|native|public|20091119164044 Thu, 19 Nov 2009 <![CDATA[U.S. Specialty Pharmaceuticals "Small Tax Should Not Impact Procedures"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82824|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

  • 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 FRX.N MYL.O WPI.N CEPH.O SNTS.O ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82824|native|public|20091119143049 Thu, 19 Nov 2009 <![CDATA[Straumann "Straumann - performance through excellence " (Sell) Pataki]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69968|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • Swiss Medical Supplies

  • European Medical Supplies

  • European Ex. UK Medical Supplies

  • Global Medical Supplies

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • Swiss Healthcare

  • Swiss Medical Products

  • European Healthcare

  • European Medical Products

  • European Ex. UK Healthcare

  • European Ex. UK 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
  • STMN.S Straumann


Subjects
  • Company Update

  • Morning Note

]]> Maja S. Pataki STMN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69968|native|public|20091119094930 Thu, 19 Nov 2009 <![CDATA[US Biotechnology "Quarterly Treatment Tracker" 18-Nov-2009 Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82787|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
  • CELG.O Celgene

  • OSIP.O OSI Pharmaceuticals


Subjects
  • Industry Overview

  • Morning Note

]]> Maged Shenouda CELG.O OSIP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82787|native|public|20091118212545 Wed, 18 Nov 2009 <![CDATA[Medtronic "Warning letter shouldn't delay products" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82781|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
  • MDT.N Medtronic


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD MDT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82781|native|public|20091118170756 Wed, 18 Nov 2009 <![CDATA[Pharmaceutical Services "Pharmaceutical Services: Green Light" 18-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82784|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Healthcare

  • Americas Healthcare

  • US Healthcare

  • North American Healthcare


Companies
  • MCK.N McKesson

  • ABC.N AmerisourceBergen

  • CAH.N Cardinal Health

  • CVS.N CVS Caremark Corp.

  • ESRX.O Express Scripts

  • OCR.N Omnicare

  • MHS.N Medco Health

  • SXCI.O SXC Health Solutions

  • PMC.N PharMerica


Subjects
  • Change in Recommendation

  • Company Update

  • Industry Overview

  • Initiating Coverage

]]> Steven Valiquette MCK.N ABC.N CAH.N CVS.N ESRX.O OCR.N MHS.N SXCI.O PMC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82784|native|public|20091118074300 Wed, 18 Nov 2009 <![CDATA[Abbott Laboratories "Humira Monthly Rx" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82778|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=uez82778|native|public|20091118144616 Wed, 18 Nov 2009 <![CDATA[First Read: Genzyme "Renal Franchise Facing Patent Cliff" (Neutral) Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82777|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
  • GENZ.O Genzyme


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda GENZ.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82777|native|public|20091118133142 Wed, 18 Nov 2009 <![CDATA[Ryman Healthcare "New land to continue the growth" (Buy) Gardiner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11531|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Healthcare Providers

  • Global Healthcare

  • Asian Pacific Healthcare

  • Asian Pacific Healthcare Providers

  • Asian Pacific Ex. JP Healthcare

  • Asian Pacific Ex. JP Healthcare Providers

  • New Zealand Healthcare Providers

  • New Zealand Healthcare

  • Australasian Healthcare

  • Australasian Healthcare Providers


Companies
  • RYM.NZ Ryman Healthcare


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Wade Gardiner RYM.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11531|native|public|20091118043011 Wed, 18 Nov 2009