Dendreon Corporation (DNDN)

Bank of America Merrill Lynch 2012 Health Care Conference

May 16, 2012 8:00 PM ET

Executives

Rachel McMinn – Bank of America Merrill Lynch

Greg Schiffman – EVP, CFO and Treasurer

Presentation

Rachel McMinn

Good day. And thanks for sticking around for the last presentation of the session. I’m Rachel McMinn, Biotech Analyst here at Bank of America Merrill Lynch. And it’s my pleasure to introduce Greg Schiffman, CFO of Dendreon with the latest update. Thanks.

Greg Schiffman

Thanks very much Rachel. And we’d really like to thank Rachel and the team of Bank of America for having us on the conference here. We’ll remind you this presentation does include forward-looking statements subject to risks and uncertainties. And to find out more about our specific risks, please reference our SEC filings.

We’ll go through our (inaudible) quick presentation and then open it up for some Q&A. So,

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Endologix Inc (ELGX)

2012 Bank of America Merrill Lynch Health Care Conference

May 16, 2012 6:00 PM EST

Executives

John D. McDermott – President & CEO

Presentation

Moderator

Endologix. I’m pleased to introduce to you John McDermott, President and CEO. We’ll have a brief presentation and we’ll go to Q&A thereafter. Thanks.

John D. McDermott

Okay, thank you. Good afternoon everybody. Those are Safe Harbor Statements. So this is going to be quick. I am going to give you a very accelerated version of the company. I can talk all afternoon about it, but I’ll give you a quick overview and then we’ll open it up for Q&A as he mentioned.

Just briefly, the company is well positioned for ultimately a leadership position in a large and growing market. A lot of growth drivers, very deep new product portfolio as well as a strong core business. We’ve been expanding our

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Questcor Pharmaceuticals, Inc. (QCOR)

Bank of America Merrill Lynch 2012 Health Care Conference Transcript

May 16, 2012 4:40 PM ET

Executives

Don Bailey – Chief Executive Officer

Mike Mulroy – Chief Financial Officer

Analysts

Steve Byrne – Bank of America Merrill Lynch

Presentation

Steve Byrne – Bank of America Merrill Lynch

My name is Steve Byrne. I cover some of the biotech stocks for BofA Merrill. It’s a pleasure for me to introduce Questcor. With me up here is Don Bailey, CEO. He has been CEO for the last five years and also CFO, Mike Mulroy, so they both up here, if you need to reach them afterwards. All yours Don.

Don Bailey

Thanks Steve. Good afternoon to everybody here. So let’s see before we get going, we’ll have to give you usual cautionary language here on Safe Harbor statements. So we will be making forward-looking statements here today, so

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Teleflex Incorporated (TFX)

Bank of America Merrill Lynch 2012 Health Care Conference

May 16, 2012 04:40 pm ET

Executives

Benson Smith – Chairman, President & CEO

Analysts

Presentation

[Abrupt Start]

Unidentified Analyst

Teleflex to present. Benson Smith, the company’s CEO is here speaking on behalf of the company. We will have a 15-20 minute presentation followed by Q&A right here. So, thanks very much for joining us.

Benson Smith

Thanks [Bob] and good afternoon everyone. As Bob mentioned, I am going to run through about 15 or 20 minutes of prepared remarks. The slide deck is available online or a manual copy.

Just to get started, I do want to mention that I will be making some forward-looking statements. The future can be very different than what we think is going to look like. So with that, we will get in to what we’re going to cover this afternoon.

Let

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Vical Inc. (VICL)

Bank of America Merrill Lynch Health Care Conference Call

May 15, 2012 01:00 pm ET

Executives

Vijay B. Samant – President and Chief Executive Officer

Analysts

Rachel Mcminn – Bank of America Merrill Lynch

Presentation

Rachel Mcminn – Bank of America Merrill Lynch

Okay, thanks very much everybody for joining us for our next presentation. My name is Rachel McMinn, I’m one of the biotech analyst here at Bank of America Merrill Lynch. It’s my pleasure to introduce our next speaker Vijay Samant, President and CEO of Vical and he’s been at Vical for 10 years, 10 years so long time I look forward to hearing the latest on the company.

Vijay B. Samant

Thank you, Rachel and thank you to Bank of America for inviting us to this conference. Before I begin my formal presentation, please refer to our Safe Harbor, I may be making some

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Sangamo BioSciences (SGMO)

Presentation at Bank of America Merrill Lynch 2012 Health Care Conference

May 16, 2012 5:20 p.m. ET

Executives

Edward Lanphier – President and CEO

Analysts

Rachel McMinn – Bank of America Merrill Lynch

Presentation

Rachel McMinn – Bank of America Merrill Lynch

My name’s Rachel McMinn. I’m one of the biotech analysts here at Bank of America Merrill Lynch. It’s my pleasure to introduce our next speaker. The company is Sangamo BioSciences, and our speaker is President and CEO Ed Lanphier. Thanks so much.

Edward Lanphier

Thank you Rachel, and thanks for including us in this year’s conference. It’s a pleasure to be here. My presentation will continue forward looking statements, and I’d refer you to our forms 10-K, 10-Q, filed with the SEC.

Starting at 30,000 feet, the single fact that differentiates Sangamo from every company at this meeting, every company in biotech, is our core

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Hill-Rom Holdings, Inc. (HRC)

Bank of America Merrill Lynch 2012 Health Care Conference

May 16, 2012, 1:40 p.m. ET

Executives

John Greisch – President and CEO

Mark Guinan – CFO

Analysts

Lennox Ketner – BofA Merrill Lynch

Presentation

Operator

Lennox Ketner – Bank of America, Merrill Lynch

Next up we have Hill-Rom. Presenting for the company we have the CEO John Greisch, and with him we also have the CFO, Mark Guinan, and the head of Investor Relations, Andy Reith. John is going to go ahead and speak for 10 minutes or so, give a basic overview of the company, and then we’ll dive into Q&A. Thanks.

John Greisch

Thanks, good morning everybody. Let me just make a few comments before we jump into Q&A here, to start with the normal caveat on any forward-looking information that we may be discussing today. I’d like to refer everybody back to our

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By Alan Brochstein, CFA:

Renal denervation. This is something I had never heard about until St. Jude Medical (STJ) mentioned it at their February analyst day after first disclosing it in late 2011 (press release). As I include STJ in my Top 20 Model Portfolio, it caught my attention a few days after the press release when on the 3rd quarter conference call (link to transcript), CEO Dan Starks (one of the $100mm men I profiled recently) said:

Another major new growth driver we are implementing is renal denervation for treatment-resistant hypertensive patients. Our first in human series for our renal denervation system already is underway. We expect to receive CE Mark and begin launching our renal denervation technology in Europe before the end of 2012. To clarify the significance of this new technology for St. Jude Medical’s growth program, we estimate that as many as 1 in every 3 adults in the developed

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By Richard Cavalli:

I’ve been following the stock markets since 1969 when I worked as a securities analyst and trader for Charlie Munger and Warren Buffet, and my experience over the past 40 years has given me a pretty good sense of what stocks I should be buying and which ones I should avoid. It’s taken a long time, but the grey hairs are finally beginning to pay off.

When I started my career a few years before I went to work for Mr. Munger, I jumped right into the overcrowded trading floor of the stock exchange that was packed with supercharged and aggressive day traders who were all trying to make a quick killing in just a few minutes. Instantly I was attracted to the excitement, the fast pace, and the easy money. I was hypnotized by the streaming ticker tapes and the yelling and screaming to trade stocks that were on

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By Stock Croc:

Recent discoveries have placed Eli Lilly (LLY) in the spotlight for colluding with India’s drug regulators.

Eli Lilly, along with other Big Pharma names such as GlaxoSmithKline (GSK) and Novartis (NVS), has been colluding with Indian drug regulators to speed up approval procedures and put drugs on the Indian market that are not yet available or even legal in other countries. Thirteen of the drugs being investigated are not allowed to be sold in United States, Canada, Britain, European Union and Australia. The question of course arises how exactly the companies involved can justify selling such drugs in India. Several other major drug companies and firms have also been implicated. It took an 18-month investigation to reach this conclusion, but it does appear to be true.

What I gather from this information is that there is a lack of adequate supervision in emerging markets in India, where drug companies and

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