Content -- PREFACE -- ACKNOWLEDGEMENTS -- FIGURES AND TABLES -- INTRODUCTION -- BIOTECH STOCK FOR WEALTH GROWTH: AN ESSENTIAL PORTION OF ASSET ALLOCATION -- Biotechnological Innovation Benefits Society -- Biotech Sector Outperforms -- Strong Fundamentals and Product Pipelines -- Strong Growth of Revenue and Profits -- Biotechnology Differs from the Internet -- Stock is Essential for Wealth Growth -- Stock for Outpacing Inflation -- Why Biotech? -- Positive Demography: Our Baby Boomer Population -- Positive Demographics Trend -- Positive Technology Trend -- Big Pharma and the Biotech Industry - Complementary to Each Other -- Supply Demand Imbalance? -- CHAPTER 1 -- THE BASICS OF INVESTING -- The Case for Equities -- The Rule of 72 -- The Power of Compounding -- Opportunity Cost -- Relationship Between Risk and Return -- Dollar-Cost Averaging -- Purchasing Power and Inflation - Is a CD Really Safe? -- Holding Period and Risk -- Understanding Risks -- Diversification - Minimizing Your Investment Risk -- Past Reasons for Not Investing -- Historic Return and How Much Return One Should Expect -- Technical Analysis -- Investment Vehicles Available to Achieve Your Goals -- Vehicle One: Stocks -- Vehicle Two: Bonds -- Vehicle Three: Cash -- Vehicle Four: Mutual Funds -- Vehicle Five: Unit Investment Trust -- Vehicle Six: Managed Accounts -- Vehicle Seven: Alternative Investment -- Asset Allocation -- Managing Your Portfolio and Wealth -- CHAPTER 2 -- AN INTRODUCTION TO BIOTECHNOLOGY AND GENOMICS -- CHAPTER 3 -- UNDERSTANDING BIOTECHNOLOGY INVENTION AND THE FDA APPROVAL PROCESS -- Part I: Biotechnology Inventions and Patents -- Part II: The FDA Approval Process for Drugs -- Stages of the FDA Approval Process -- Drug Review Glossary -- CHAPTER 4 -- INTRODUCTION TO BIOTECH INVESTING -- Value Investing -- Growth Investing.

The Industry Life Cycle -- Characteristics of Investing in Biotech -- Value Investing -- Biotechnology Investment Trading Rules -- Winning Biotechnology Company Attribute List -- CHAPTER 5 -- HOW TO VALUE AND INVEST IN A BIOTECH COMPANY -- Step One: The Economic and Business Cycle -- Step Two: Industry Sector Analysis -- Biotech Industry Sector Analysis -- Step Three: Biotech Company Analysis -- Valuation: Should I Buy This Biotech Stock Now? -- Method 1: Relative Valuation -- Comparisons of P/E Ratios -- Method 2: Discounted Cash Flow (DCF) Analysis -- Method 3: Sum-of-the-Parts Valuations -- Method 4: Dividend Discount Model (DDM) -- Method 5: Subscriber-Based Valuations -- Method 6: Economic Value Added (EVA) -- Method 7: Yield-Based Valuations - Valuing Market as an Example -- Qualitative Component of the Valuation -- Risks of Biotech Companies -- Summary: Which Model Is Best for Valuing Biotech Companies? -- Part II: Investing in Undervalued Healthcare Biotech - Proactive Value Investing in Healthcare -- CHAPTER 6 -- INVESTING IN BIOTECHNOLOGY MUTUAL FUNDS -- Don't Put All Your Eggs in One Basket -- Purchasing Power -- Professional Management -- Asset Allocation -- Liquidity -- Discipline -- Dollar-Cost Averaging -- The Case for Index Funds -- Why Stock or Stock Mutual Funds? -- The Cost of Delaying -- The Benefits of Investing in Biotech Mutual Funds -- CHAPTER 7 -- HEALTHCARE BIOTECH INDEX INVESTING: STRATEGIES USING EXCHANGE-TRADED-FUNDS (ETFs), BIOTECH iSHARES, AND BOXES -- The Case for Index Funds -- I. Exchange-Traded Funds (ETFs) -- Advantages of ETFs -- Options Strategies for Suitable Clients -- Index-Linked ETFs -- II. Index Investing -- III. Strategies Using Biotech and Pharmaceutical BOXES -- CHAPTER 8.

RISK MANAGEMENT CONSIDERATIONS FOR BIOTECH INVESTORS WITH CONCENTRATED EQUITY POSITIONS -- Alternative 1: Retention of the Position and Associated Risks -- Alternative 2: Liquidation of the Position and Reinvestment of Net Proceeds -- Alternative 3: Hedging, Monetizing, and Diversification Strategies -- Conclusion -- Glossary -- CHAPTER 9 -- MANAGING BIOTECH STOCK OPTIONS: YOUR EMPLOYEE BENEFITS -- Non-Qualified Biotech Options -- Incentive Biotech Options -- Your Biotech Option Plan -- Alternative Biotech Stock Acquisition Programs -- 83(b) Election -- CHAPTER 10 -- AN INTRODUCTION TO HEALTHCARE BIOTECHNOLOGY HEDGE FUND INVESTING -- Hedge Fund Investment Styles -- Three Ways to Participate Healthcare-Biotech Hedge Funds -- Conduct Necessary Due Diligence Prior to Investing in Healthcare Hedge Fund -- Conclusion -- CHAPTER 11 -- AN INTRODUCTION TO HEALTHCARE BIOTECHNOLOGY PRIVATE EQUITY INVESTING -- I. Healthcare Venture Capital -- Four Investment Stages of Health Care-Biotech Venture Capital Funding -- II.Healthcare Buyout Funds -- III. Special Situations in Healthcare -- Key Considerations -- How to Participate in Private Equity Investing -- Five Basic Ways To Participate in Healthcare Private Equity Investing -- Measuring Performance of Healthcare Biotech Private Equity Funds -- Conclusion -- CHAPTER 12 -- RETIREMENT PLANNING CONSIDERATIONS FOR BIOTECH EXECUTIVES AND INVESTORS -- Changing Careers: Affecting Your Retirement Savings -- Direct And Indirect Rollovers: Spinning Your IRA -- The Tax-Deferred Rollover -- Retirement: Strategy -- CHAPTER 13 -- CHARITABLE DISPOSITION OF APPRECIATED BIOTECH STOCKS -- I. Private Foundations -- II. Charitable Remainder Trusts -- Conclusion -- III. Alternative Charitable Gift Program Through National Philanthropic Trust (NPT) -- CHAPTER 14.

MANAGING YOUR BIOTECH WEALTH - ESTATE PLANNING FOR BIOTECH INVESTORS EXECUTIVES AND FOUNDERS -- Other Trust Strategies to Minimize Estate Taxes -- Conclusion -- EPILOGUE -- APPENDIX A -- WHAT IS TECHNICAL ANALYSIS? -- I. The Dow Theory -- II. Four Groups of Technical Indicators -- III. Top-Down Technical Analysis -- IV. Reading Chart Patterns -- Patterns Indicating a Reversal in a Stock Price Trend -- Patterns Indicating a Consolidation in a Stock Price Trend -- APPENDIX B -- BIOTECH AND LIFE SCIENCE GLOSSARY -- Glossary - Finance -- APPENDIX C -- RESOURCES AND FURTHER READINGS -- Books -- WebSites -- Newsletters -- Newspapers and Magazines -- APPENDIX D -- SPEAKING ENGAGEMENT REQUEST -- INDEX.